Report-22

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.

Report-22 tip

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 for Report-22

Option 1

  1. Set the Base Year.
  2. Set the 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
    Set the month you want the report to start with.
  5. Number of months
    sets the number of months per year in the report.
  6. Value
    Set the value for the report.

Option 2 

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

Other filters to consider for Report-22

  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. 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.
  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-22

One page executive summary comparing 2019 and 2020.

Building report using Rolling year-over-year.

Available filters for Report-22

Required filters

  • Base year (option 1)
  • Current year (option 1)
  • Data type
  • First month (1-12) (option 1)
  • Number of months (1-12) (option 1)
  • Value

Recommended filters

  • Bill is void - If this filter is not included both void and not void are included.
  • Commodity
  • Commodity category
  • Group by
  • Rolling year-over-year (option 2)
  • 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.

Optional Filters

  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
  • Account name
  • Account number
  • Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
  • Include accrual bills
  • Include reversed accrual bills
  • Meter code
  • Meter group
  • Meter name
  • Meters in site code
  • Meter is site name
  • Rate schedule
  • Site group
  • Vendor code
  • Vendor name