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Use and Cost Summary

Data table of summarized use, cost, and demand details. An extremely flexible multi-layer report shows use, cost, and unit cost over a period of time.

Two levels of grouping let you create a variety of reports. This report is useful for budgeting, accruals, and procurement.

Set your filters

  1. Choose the type of data you want in your report with 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.
  2. Choose how you to Group by. This filter groups and provides subtotals for the object you select. You cannot select the same value as the Display details filter. For example, you could have total commodity cost for each building by using Group by = Building and the Row details = commodity.
  3. Set Row details.
  4. Decide if you want to Include account charges. Account charges are one-time or periodic charges. A charge is typically assigned at the account level when it does not have a link or relation to the use or demand on the bill.

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. Use the Date range equals prior year to see high-level information or prior month to see details.

Example

A building report (no time frame specified) listing the use and cost of each commodity.

A prior year commodity report listing the use and cost for each building.