Report-15

Meter Summary by Period

This report displays bill details for each meter, automatically grouped by site, for a selected date range (typically 1–2 years). Each page shows one commodity.

What the report shows

For each meter, the report includes:

Site
Commodity
Cost center
Rate schedule
Vendor
Account

Bill period details include:

Start date
End date
Number of days
Use and unit
Billed demand
Actual demand
Cost
Cost per unit
Cost per day
Use per day

Demand values appear only if demand line items exist on the bills.

Additional features include:

Hyperlinks to related meter information such as account, vendor, and cost center.
Monthly use and cost values.
Totals for the selected time period.

Why it’s useful

This report helps you:

See monthly trends for each commodity.
Review a comprehensive view of meter use and cost over time.

Report-15 is available as: PDF, Excel

Report-15 recommendations

To limit the report to a subset of data, set a filter such as Topmost place, Building group, or Commodity.

Set your filters for Report-15

Time period
Use the Date range filter to set the reporting period.
Or choose Accounting period—only compatible with Billing period data.
Limit to a subset of data
Set a filter such as Topmost place, Site group, or Commodity.

Other filters to consider for Report-15

Active accounts only
Decide whether to include only active accounts.
If this filter is not applied, your report includes both active and inactive accounts.
Bill is from external vendor
If not selected, includes data from both vendor and chargeback (internal) bills.
Void bills
Include if you want a full audit history.
Exclude to focus only on valid financial activity.
Meter name
Choose a specific meter.

Example filters for Report-15

Available filters for Report-15

Recommended filters

Bill is void - If this filter is not included both void and not void are included.
Commodity - Select one or more commodities. This filter is not compatible with commodity category.
Commodity category - Select one or more commodity categories. This filter is not compatible with commodity.
Date range - Typically you will want to select one or two years. Not compatible with the Accounting period filter.
Meter code - Select one or more meters. This filter is not compatible with topmost filters.
Meter group - Filter for specific groups, to include all the group members do not set a topmost filter. TIP: You can combine with other filters if you want to refine your results.
Meter name - Filter to include one or more meters. This filter is not compatible with topmost or group filters.
Site group - Filter to a site group, to include all the group members do not set a topmost filter.TIP: You can combine with other filters if you want to refine your results.
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.

Optional Filters

Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
Account name - Filter for one or more accounts. This filter is not compatible with topmost or group filters.
Account number - Filter for one or more accounts. This filter is not compatible with topmost or group filters.
Accounting period - Typically you will want to select one or two years. This filter is not compatible with the Date range filter.
Accounts in cost center code - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
Accounts in cost center name - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
Batch - Filter to include bills from one or more batches, to include all the bills in the batch, do not set a topmost, Date range, or other specific filters. TIP: You can combine with other filters if you want to refine your results.
Bill end date - Filter to one or more bills based on the bill end date. To see all the bills, do not set a topmost, Date range, or other specific filters.
Bill entered by - Filter to one or more bills. To see all the bills do not set a topmost, Date range, or other specific filters.
Bill entry date - Filter to one or more bills. To see all the bills do not set a topmost, Date range, or other specific filters.
Bill has been split - Bill splits are configured on the account. This type of chargeback splits the entire bill to destination meters.
Bill ID - Filter for specific bills, to include all the bills do not set a topmost or group filter. TIP: You can combine with other filters if you want to refine your results.
Bill is approved - Select approved or not approved.
Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
Bill start date - Filter to one or more bills based on the bill start date. To see all the bills, do not set a topmost, Date range, or other specific filters.
Billing period year - Select one or more years to include in the report.
Contract number
Date exported to AP - Select the date range to include in the report.
Date exported to GL - Select the date range to include in the report.
Due date - Select the date range to include in the report.
Exported to AP - Select yes or no.
Exported to GL - Select yes or no.
Held from accounting export - Select yes or no.
Include accrual bills - If this filter is not included, the report includes accrual bills.
Include reversed accrual bills - Select yes or no.
Meter serial number - Filter by one or more meters. To include all results do not set a topmost, group, or other filters.
Meters in site code - Filter to include meters directly under one or more sites. TIP: To see all the meters at a certain level in your hierarchy use the Topmost place filter. This filter is not compatible with other topmost or group filters.
Meters in site name - Filter to include meters directly under one or more sites. TIP: To see all the meters at a certain level in your hierarchy use the Topmost place filter. This filter is not compatible with other topmost or group filters.
Paid date - Select one or more dates.
Pay status - To include all the matching bills do not set other filters such as Billing period, Accounting period, or topmost filters.
Payment initiated date - Formerly called Payment Check Date.
Payment type number - Formerly called Payment Check Number.
Rate schedule - Filter to one or more rate schedules, to see all results do not include a topmost or group filter. TIP: You can combine with a topmost filter to further refine your results.
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.
Vendor code - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.
Vendor name - Filter by one or more vendors, to see all vendors do not include a topmost or group filter. You can combine with other filters if you want to refine your results.