Finding a Suitable Report

Because there are nearly 200 reports, it can be challenging to find the report you need.  To simplify your search, EnergyCAP provides an online tool called the Sample Reports Viewer. It is found at the following location:

http://www.energycap.com/samplereports/

The Sample Reports page may be searched by keyword or by filter. Reports may also be browsed by category.

Several factors, including your organization type and job role determine which reports to run.  Still, there are certain reports that are commonly run by all types of users. It may be helpful to become familiar with this list, which is categorized the way the data is presented.

Commonly-Run Reports

Boldface reports are used most often.

Line Item: Individual line item on a bill, like “On Peak Usage”

BL16

AN21

BL19 - Special Case – shows late fees only

Bill-by-Bill: Each row is one bill

BL01

- also BL02/03/04

BL07

- Complete Bill Details, every line item

BL17

BL28

By Batch

BL05

BL17

BL21

BL22

By Audit Result, Message or Issue

BL20

BL27

CAP14

Meter roll-up: Each row totals a meter for some length of time

BL31

/32 – Price Quote

By G/L Code

BL35

BL36

Account Roll-up: Each row totals an account for some length of time

BL11

Building Roll-up: Shows totals by building

AN01

/02

AN07

AN13-19

BL30

BL38

YY01-15

Cost Center Roll-up: Shows totals by cost center

BL10

Organizational Roll-up: Shows totals at a topmost node (can be ANY node, not necessarily the very top)

AN08

BL12

BL25

BL26

Production/Occupancy: Shows use and cost per occupant or unit of production

AN20

AN22CC

Troubleshooting: Look for specific abnormalities

BL08

– Missing Bills (Gaps between bills)

BL09

– Overlapping dates

BL18

– Estimated Bills (bills with estimated flag checked)

BL22

– Single Batch Quick Look

BL34

– Lost in the Mail or Overdue from Vendor

BL15

/AN15 – Unit Cost is Abnormal

AN12

– Load Factor

BL20/BL27

– Audit Results

SU15 – Meters without Accounts

SU41

– Meters without Templates

SU51

– Meters without Bills

SU52

– Accounts without Bills

SU54 – Duplicate Meter Serial Numbers