How do I generate Custom and Standard reports?

  • Updated

See these training documents/video:

The Custom and Standard Reports have a multi-steps process to get your data, which will hopefully become intuitive after you've run a couple reports. Here's an example: Run the Energy Performance Report (a Standard Report)

  1. On the Reporting tab select the ENERGY STAR Reports tabrtaImage.jpg
  2. From the Action menu for Energy Performance, select "I want to... Generate Report"
  3. You will be taken to a screen where you select the dates and properties to include. When you finish, click "Generate Spreadsheet" 
  4. "Energy Performance" should now move to the top of the list under "ENERGY STAR Reports"
  5. From the Action menu, select "I want to... Download Current Report in Excel" (or XML). Your report should open up in Excel. 
  6. Say you notice one of your properties has the wrong score, and you realize you forgot to enter the latest energy bills. You should enter that data, and come back to Reporting.
    • Under the Action menu, select "I want to... Generate a New Report," this will generate the report with the updated bill data.
    • From the Action menu select "I want to... Download Current Report in Excel."
    • This will open a new excel file reflecting the new data you just added.
  7. Say you realize you left a property out of the report.
    • Under the Action menu, select "I want to... Select Properties and Timeframes"
    • You can add more properties or change the timeframe. When you finish, click "Generate Spreadsheet"
    • From the Action menu, select "I want to... Generate New Report" - this will generate a report with the new properties/timeframes
    • From the Action menu, select "I want to... Download Current Report in Excel." Your updated report should open up.

Was this article helpful?