Video walkthrough coming soon. A Loom video demonstrating this page will be added here.
Screenshot coming soon. A screenshot of this feature will be added here.
Export types
- Usage Data — Consumption values (kWh, therms, gallons, etc.) for each meter and billing period. Best for energy audits, sustainability reporting, and internal analysis.
- Cost Data — Charge amounts and cost breakdowns from processed bills. Best for budget planning, cost allocation, and financial audits.
Configuring your export
The export wizard includes the following steps:Step 1: Data scope
| Field | Description |
|---|---|
| Export Type | Usage Data or Cost Data |
| Date Range | Start and end dates defining the billing periods to include |
| Filter By | Choose whether dates refer to the meter date (usage period) or the bill date (invoice date) |
| Sites | Multi-select to limit the export to specific sites |
| Utility Types | Multi-select to include only certain commodities (electricity, gas, water, etc.) |
| Include Flagged Bills | Toggle on to include bills that have been flagged with data quality issues |
Step 2: Export options
| Field | Description |
|---|---|
| Export Name | A label for this export (appears in Export History) |
| Format | Choose xlsx or csv |