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Use and Cost Reports

Use and Cost Reports in your Energy Manager account provide a breakdown of your utility usage and cost. These reports are categorized by Energy, Water, and All Utilities giving you historical and ranking data.

 

To access Use and Cost Reports:

  • Click on Reports & Charts from the navigation menu, then select Use and Cost.
  • Select the Reporting Category and Report you want to see.
  • Use the fields on the left side of the screen to filter your report information, such as the reporting time period and specific vendors or accounts.
  • If applicable, select how you would like the data to be prorated in the Proration By drop-down. *Note: The options that display in this list are configured through the Reports Tab on the General Info page under Organization Setup.
    • Line Item Dates: This option provides the closest correlation between the utility service and the month in which it was consumed and is preferred by most Energy Managers. This selection calculates a daily average usage and cost, and then assigns this average to the appropriate number of calendar days, months, or financial periods. For example, if a bill is entered for 11/16/18 - 12/16/18, 14 days of the usage and cost will be applied to November and 16 days of the usage and cost will be applied to December.

    • Bill Date: This option uses the Bill Date from the top left corner of the bill entry page to apply usage and cost to a specific month and is best used for accounting purposes. For example, if the Bill Date is 11/16/18, the usage and cost will be applied to the month of November. *Note: This field may read End Date depending on how your account is configured.

    • Budget Period: This option uses the Budget Period listed on the bill entry page to apply usage and cost to the selected month. For example, if the Budget Period is Nov 2018, the usage and cost will be applied to the month of November.

  • Click Refresh Report.

Energy - Historical

Energy – Ranking

Water - Historical

Water – Ranking:

All Utilities – Historical

All Utilities – Ranking