Report-12

Visual Bill Audit

Report-12 helps you spot unusual trends in your utility data—whether it's abnormal usage, cost, or unit cost.

Report-12 includes:

  • Trend line charts
    These charts display patterns over time, making it easier to see if something looks off—like a sudden spike or drop in usage or cost.
  • Bill history
    For each account or meter, the report can pull up to 59 months of historical bill data, giving you a long-term view for comparison.
  • Detailed data table
    A table below the chart lists the most recent 13 months of bill. These are the bills used to generate the trend lines.

Why use this report?

  • Spot billing error quickly.
  • Investigate sudden changes in utility performance.
  • Compare recent bills against long-term history for each meter or account.

Report-12 tip

This report is designed to visually audit current bills, you should either set the Billing period to a recent month, choose a recent Batch, or set the Bill entry date to see bills recently entered.

Set your filters for Report-12

  1. Active accounts only
    Decide whether to include only active accounts.
    If this filter is not applied, your report includes both active and inactive accounts.
  2. Void bills
    Include if you want a full audit history.
    Exclude to focus only on valid financial activity.
  3. Number of comparison years
    This sets the number of historical years to use for comparison to the current bill.
  4. Billing period
    Select the billing period you want to review.
  5. Limit the report to a subset of data
    Set a filter such as Topmost place, Site group, or Commodity.

Other filters to consider for Report-12

  1. Cost
    Reduce the size of the report by filtering out low-cost bills that may not need review.

Available filters for Report-12

Required filters

  • Account is activeIf this filter is not included, includes both active and inactive accounts are including in the report.
  • Bill is void - If this filter is not included both void and not void are included.
  • Number of comparison yearsNumber of historical years to use for comparison to the current bill.

Recommended filters

  • Account number
  • Batch
  • Billing period
  • Commodity
  • Commodity category
  • Cost 
  • Cost recovery
  • Flag assigned to me
  • Flag assignee
  • Flag issue
  • Flag status
  • Flag type
  • Flag unassigned
  • Meter group - Lets you filter the report to a specific group of meters.
  • Topmost cost center code - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
  • Topmost cost center name - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
  • Topmost place code - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.
  • Topmost place name - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.
  • Vendor code
  • Vendor name

Optional Filters

  • Account name
  • Accounting period
  • Accounts in cost center code
  • Accounts in cost center name
  • Bill entered by
  • Bill entry date
  • Bill has been split
  • Bill ID
  • Bill import verified
  • Bill is approved
  • Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
  • Exported to AP
  • Exported to GL
  • Held from accounting export
  • Include accrual bills - if this filter is not included the report include accrual bills.
  • Meters in site code
  • Meters in site name
  • Rate schedule
  • Site group