Sustainability & Risk / Energy / Energy Manager & Facilities Director

Energy Manager / Facilities Director: Reports Overview

The Energy application includes the following reports for the Energy Manager / Facilities Director role.

About the Min and Max Occupancy Fields in the Filter Console

The Min Occupancy and Max Occupancy fields in the Filter console are used to set a range for the occupancy entered for the Building Occupancy (bl.count_occup), so these values are not entered for a particular time period. When you enter the Min and Max Occupancy values, all buildings whose Building Occupancy falls within this range are shown in the results.

Utility Reports

• Utility Analysis Console

  Use this console to get the full context for energy choices as you prioritize remediation budget for retrofits or strive to meet yearly cost reduction targets. Take action on conditions you find by creating capital project requests for energy remediation, initiating an assessment project on an under-performing building, or sending an auditor out to perform a sustainability audit on a site with incomplete information. See Utility Analysis Console.

• View Bills and Line Items

  View a list of all bills. You can click on a specific bill to see its details along with the line items. You can click on the Document button next to a Bill to see any Document associated with the bill. You can also print a paginated report of the selected Bill and associated Line Items. Use the Smart Search console to filter the list. See Restricting Data using the Smart Search Feature.

• View Archived Bills and Line Items

  View a list of all archived bills. You can click on a specific archived bill to see its details along with the line items. You can click on the Document button next to an archived bill to see the Document associated with it. You can also print a paginated report of the selected archived bill and associated line items. Use the Smart Search console to filter the list. See Restricting Data using the Smart Search Feature.

  Note: The View Bills and Line Items and the View Archived Bills and Line Items report do not include bills that have been prorated from a bill you received for multiple buildings. To view these bills that were prorated using a building proration group, see View Prorated Bills.

• Prorated / Aggregated Bills: 

  You can review bills that were prorated or aggregated by time, or were prorated between buildings. You can further select to see bills of the selected type that are pending approval or are approved and archived.

  • Bills are prorated by locations when you enter bills for a proration group you have defined. See Entering Bills for a Group of Buildings.
  • Bills are prorated or aggregated by time using the Bill Processing Exceptions report. See Bill Processing Exceptions Report.

  When you select to include bills with the status of Pending Approval, or Approved and Archived, be aware that there can be some exceptions to the statuses shown as described in the following table:

  If you select this Bill Type	and this Status	What's Included
  Prorated on Time	Pending Approval	All bills that are prorated by time and are not Approved, and the parent bill, even if it's Approved.
  Aggregated on Time	Pending Approval	Bills that are created by aggregation that are not yet Approved, and source bills that are pending approval if ones exist. If they don't exist, the report shows the approved ones. Source bills are the bills that are aggregated.
  Prorated or Aggregated on Time	Approved	All bills that were prorated or aggregated on time, and their source bills that are approved. So these selections do not have exceptions.
  Prorated between Buildings	Pending Approval	All bills that are generated by proration by location, and have a status of Pending Approval. For each of these bills, the source bill is shown even if it has a different status.
  Prorated between Buildings	Approved	All bills that are generated by proration by location, and have a status of Approved. For each of these, show the source bill having the Approved status. So these selections do not have exceptions.

• Utility Bill Metrics. This report provides access to utility bill metrics across the portfolio. The metrics include sums and averages of measurements of consumption, demand, and volume, and can be grouped by multiple factors, such as building, building use, bill period, and bill type. See Utility Bill Metrics.
• Cash Flow report. This report is restricted to show only costs associated with Buildings, Analyzed from Scheduled Costs, Expense Cost Types, and Cost Categories that begin with UTILITY. See Cash Flow report.

  Note: Scheduled cost transaction records that the Energy application creates when archiving bills are visible in the Cash Flow report only if Archibus's Multicurrency features are NOT enabled.

• Year-to-Year Cost Comparison: This report summarizes energy costs for a selected bill type for a one year time period. By default, this report shows the most recent 12 month period in the Bill Archive table, and compares it to the preceding 12 months. You can change the billing period limit as needed. You can enter filter criteria to set a restriction on the buildings to be shown. For example, you can generate the report for a specific building use or building age. . Also, you can use a drill-down list to restrict the buildings to be considered in the chart. The chart shows the costs by month for the selected time period and the preceding year side-by-side for comparison. By clicking on the bars in the chart, you can also drill-down to the list of Bill Archive records considered in each bar, and see it’s detailed information. Clicking again on this record, you can access details from the Bill Line Archive records too.
• Cost per Area for Multiple Locations. This report summarizes the Amount Expense in the Bill Archive table, using the restriction set in the filter, and grouping by the location level that you select (city, site or building). You can restrict the bill archive records by different criteria on the filter console: billing period, vendor, building attribute (use, construction type, building age or occupancy), and bill type. If you select the check box to normalize by area, the cost is divided by the area for the selected location group (that is, it is divided by the sum of values from the bl.area_usable of the included buildings). The chart shows cost on one axis, with the other axis showing the selected location group values (city, site or building). As in the previous report, you can drilldown to the details on selected records in the bill archive and bill line archive records too.
• Consumption per Person. This chart shows the total consumption per person grouped by user-selected location scope, restricted according to the Filter console and for the selected billing period. As with previous reports, you can restrict the buildings to be considered in the Filter console by several criteria, as well as restrict the buildings shown in the left location drill-down. You select the Bill Type to be considered, as well as the units in which the consumption is presented.

  A click on the chart opens a drill-down report that shows bill details that are used in the total the bar represents. A further click on any bill record will open another window that displays individual line items from the selected bill.

  Note: Because building occupancy often changes over time, the application will use monthly occupancy totals collected in the Performance Metrics application in the time period covered by the report, if available. If the application does not find an applicable value in the Metrics data table, then it uses the number of employees currently assigned to the building.

• Compared Billed Usage: Current vs Previous. For each twelve month billing period (year-month combination) until the Billing Period To you select, and using the bill type selected in the filter console, and any combination of location criteria (from the filter console properties and the location drill-down list), this report presents a column chart that compares total billed consumption for each month of the year leading up to the selected period with the value for the same month from the preceding year. The user needs to select the bill type to consider, as well as the units in which the usage should be represented. A click on the chart opens a drill-down report that shows a list of the bills that are used in the total for the selected column. A further click on any bill record opens another window that displays individual line items from the selected bill.

  This report can be useful for analyzing year-over-year performance. Additional filters allow restricting the data by building use, age, construction type, and occupancy.

• Year-to-Date Summary. This column report presents several key metrics for energy consumption for a single building and bill type for one or more vendors for the current and preceding calendar or fiscal year as selected in the Filter console. The report includes year-to-date totals, and totals for the past 12 months, 6 months, and 1 month. Reported metrics include year-to-date and previous year totals for: utility cost, heating degree days (HDD), cooling degree days (CDD), electricity cost, electricity consumption, gas cost, and gas consumption in the selected bill units. The qty_energy field is used for Gas consumption calculations.

  • A click on a row in the report opens a drill-down report that shows a list of the bills that are used in the total for the selected row. A further click on any bill record opens another window that displays individual line items from the selected bill.

    Note: When you click on an entry in the Year-to-Date summary to drill-down to the bills, the pop-up window shows Energy / Consumption in the default units, not in the units selected in the console.

    Note: The popup column "Consumption (selected units)" is 0 unless the bills are for ELECTRIC type, in which case the Consumption will have a value.

    Note: In some cases, the 1 month period pane of the Year-to-Date Summary report will return two months' data. This will be the case if you have already archived a bill whose billing period matches the current month. While this situation is practically unlikely, it may occur and is the expected behavior of the application as presently designed.

    Note: You cannot generate this report for water bills. Also, this report excludes all bills that have a WATER type from the results.

• Electric Annual Summary. This column report presents several key electric utility metrics for the selected calendar or fiscal year for a single building. Only electric bills are considered in the report totals. You can select the electricity consumption units to be used in the report. The information shown includes: Electric Summary (electricity consumption, cost, load factor, rate, electricity by HDD, CDD and area, cost by area and average of consumption by day), Electric Demand (CDD, HDD, power demand and power by area, CDD or HDD), as well as the number of billing periods included for all electricity cost, electricity consumption, and power demand calculations. The Show Details action button opens a drill-down report that shows a list of the bills from which the application computes the summary data.

  Note for upgraders who have customized reports: Application developers who have developed their own reports on the resulting data in energy_chart_point might need to update their reports' data sources to account for the updated primary keys. Both the Measurement with Verification and Electric Annual Summary reports used data in the energy_chart_point table.

Utility Analytics

Before generating the Utility Analytics Reports, you can run the Update Calculations task.

• Cost and Usage: Provide critical data for evaluating your energy consumption and cost. Since these reports do not use the weather model, to generate this report, you do not need to enter bills in a sequential monthly order. See Cost and Usage Report.

• Prorate Utility Bills. This is a tool to prorate bills if you have defined several meters to go with a single bill. The report displays an allocation of the bill’s total cost according to each meter’s proportional utility consumption. See Prorate Utility Bills.
• What-If-Scenarios. These scenarios give you an idea of possible financial impact based on the % cost change or the % occupancy change. See What-If Scenarios.

Meter Analytics

• Meter Analytics Over Time. Examine trends in your energy consumption. The application provides a set of preconfigured analysis report settings and also allows you to set time and location. This report helps you identify abnormally high base consumption and where spikes in your energy use are occurring. See Meter Analytics Over Time.
• Meter Analytics by Location. This report enables you to review consumption over time to identify inefficiencies by comparing multiple locations. By combining area and use with energy consumption data, this report enables self-benchmarking. See Meter Analytics by Location.

Maps

Thematic Energy Map. This map enables you to visualize the energy data in your portfolio geospatially. You select the buildings to display on the map, and can then highlight the map by the metrics you want to examine, such as Total Consumption / Volume / Demand per Building, or Total Consumption / Volume / Demand per Building Occupancy. See Thematic Energy Map.

Weather Model Regression Analysis

The Energy application creates a weather model that normalizes your energy use, so that you can compare historical data and current use on an even basis. This is done by normalizing for weather. The application creates a baseline of energy use and compares it to energy consumption for subsequent years. The baseline is a statistical best fit of consumption data in the specified baseline period normalized for weather conditions.

The process involves:

• Updating the calculations. There are several calculations that provide the modeling data used in the Usage with Weather Model report. All calculations are scheduled to run every 24 hours based on a time set during the implementation of the Energy application. If you want to manually run the calculations sooner than the scheduled time, you can use the Update Calculations task to manually update your weather model data. This ensures the reports include the latest data. See Updating Calculations.
• Review the Usage with Weather Model report. These reports use the Weather Model data that enables you to compare how much energy you would have used based on the baseline period usage patterns, and this year's conditions (such as weather and number of days.) See Usage with Weather Model report.
• Bill Processing Exceptions. Use the Bill Processing Exceptions report to review and reconcile discrepancies in your data, so that the weather model analysis can process the data. See Bill Processing Exceptions Report.