Invoice data, budgeting, and M&V reports can be generated at any time by any user. Reports can be generated at the account, property, region, and/or portfolio level to analyze granular data as well as roll-up summary information. Through intuitive filters, users can choose what commodity(ies) to include in the reports, allowing for reporting in native units as well as summary roll up on a universal unit basis (e.g. kBtu). Time periods are flexible, with users controlling what range of months/years to include in reports. With over 30 standard reports in the platform, users can analyze consumption/demand/cost trends, weather impact, budget performance, facility comparisons, KPI reports, and more. Reports natively integrate with Microsoft Excel, so exports from our platform maintain all formatting (i.e. no hidden rows/columns, data formatting remains so it’s easy to copy/paste, etc.). Reports can also be exported to .csv and .pdf.
Additionally, users can be added to monthly distribution lists to automatically receive (via email) system generated reports chosen by you. For example, property managers in one location can receive Cost and Consumption Trend Reports, while property managers in a different location receive Utility Variance and Trend Analysis reports. Reports are generated as soon as invoice data is acquired, audited, and approved.