Report-19

Monthly Utility Use and Cost (Excel only)

An Excel spreadsheet of monthly use and cost. It can be used as an annual building report for analyzing monthly and yearly use and cost. You can group the report in a variety of ways with the filter Group by.

This report is helpful because it shows both use AND cost per commodity.

Report-19 tip

By default, this is a one-page summary report, add Group by to have one tab for each object (site, account, etc.).

Set your filters for Report-19

  1. In the Data type field, choose the data set you want to use for the report.
     
    Data set When to use it Why it helps
    Billing Period Accounting, chargebacks, or any task that needs the exact bill dates Uses the raw start and end dates from the utility bill
    Calendarized Month-to-month or year-over-year cost analysis Spreads each bill across true calendar months so totals line up with financial periods
    Normalized Year-over-year usage analysis Adjusts energy use for weather, removing temperature as a variable
  2. End period
    This sets the end month for the report.
  3. Number of months
    Sets the number of months in the report.
  4. Number of years
    Select the number of years to include.

Other filters to consider for Report-19

  1. Group by
    To have one spreadsheet tab per object.
  2. Commodities
    If you don't add this filter, all the commodities are in your report. Use the Commodity category filter to view more granular commodity data in charts and reports.
  3. Active accounts only
    Decide whether to include only active accounts.
    If this filter is not applied, your report includes both active and inactive accounts.
  4. Chargebacks or Vendor Bills
    Use the Bill is from external vendor filter:
    • Select yes to show only vendor bills.
    • Select no to show only chargeback bills.
    • Leave blank to include both.
  5. Void bills
    Include if you want a full audit history.
    Exclude to focus only on valid financial activity.

Example filters for Report-19

A quarterly report for the last 2 years.

One year report with different buildings on each tab.