Monthly Building Manager Report

This is a comprehensive single page monthly building report. It provides pie, bar, and line charts with supporting data.

By default, this is a one-page summary report, you can use the filter Group by to have one page per object.


You can configure the filter Rolling year-over-year instead of manually configuring the years and months and then use report subscription to automatically have an up-to-date report emailed to you each month.

Set your filters

Option 1

  1. Set the Base Year.
  2. Set the Current Year.
  3. Choose the type of data you want in your report with the filter Data type.
    • Billing Period Data uses the raw billing data as received from the utility vendor. Billing period data is better when working with accounting functions or charging departments for their portion of bill.
    • Calendarized data is more representative of monthly use and cost. For year-over-year COST comparisons choose calendarized data.
  4. Set the filter First month with the month you want the report to start.
  5. Number of months sets the number of months per year in the report.
  6. Set the Value.

Option 2 

Set the Rolling year-over-year filter. This is useful with report distribution and subscription.

Other filters to consider

  1. Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
  2. Include or not include void bills?
  3. Do you use Chargebacks and only want to see vendor bills? or only see chargeback bills? Add the filter Bill is from external vendor, otherwise you see both chargeback and vendor bills in your report.
  4. Do you want a report for each building or meter or a one-page executive summary report? Use the filter Group by to determine how many pages are in your 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 char or data table per building.


One page executive summary comparing 2019 and 2020.

Building report using Rolling year-over-year.