Report-21

Monthly Comparison

Line charts (with data table) to compare use, cost, and AUC of two different years. Yellow color-coding highlights variance exceptions between selected years.

This is a one page summary report unless you add the filter Group by.

Demand Reporting in Report-20

If your report includes meters with mixed units of measure for demand, only one demand type is shown in the report.

Report-20 Recommendations

Set a variance threshold and have the report automatically highlight abnormal results.

Set your filters for Report-20

  1. Set your Base year.
  2. Set your Current year.
  3. 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
  4. First month
    Select the month you want the report to start with.
  5. Number of months
    Sets the number of months for each column. Enter 3 for a quarterly report or 12 for a full year report.

Other filters to consider for Report-20

  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. 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.
  3. Void bills
    Include if you want a full audit history.
    Exclude to focus only on valid financial activity.
  4. Group by
    Do you want a report for each building or meter or a one-page executive summary report?
    • Without the filter Group by the report is a one page summary.
    • If you set your topmost to an organization you can group by building and have one chart or data table per building.

Example filters for Report-20

A one page executive summary of your organization comparing 2019 to 2020.

Building report with variances greater than 10% highlights.