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Documentation Index

Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt

Use this file to discover all available pages before exploring further.

Need help in this area? See Data Quality FAQ.
Open Data Quality in the sidebar, then under Completeness choose By Site, By Account, or By Meter (admin only) to see where coverage is strong and where gaps exist.

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Getting started

When you first visit the completeness page, you’ll see a prompt to select a reporting period — the time range you want to analyze. Choose from quick presets like:
  • Last 12 Months — the most recent twelve calendar months
  • Current year — January through December of the current year
  • Past 2 years — the current and previous calendar year
You can also use the Period filter in the toolbar to set a custom month range. Once a period is selected, the coverage view loads with your data.

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Timeline and table views

Use the view control in the toolbar to switch between:
ViewWhat you see
TimelineA scrollable swim lane for each entity: one row per entity, one column per month in the reporting period. Best for scanning many sites or accounts at once.
TableA tabular list of gaps with sortable columns. Best when you want to work from a filtered list.

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Coverage timeline

In Timeline view, each row represents an entity (site–utility pair, account, or meter, depending on the page you chose) and each column represents a billing period. Each cell shows the data status for that entity and period at a glance.

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Cell statuses

StatusSymbolMeaning
Complete✓Bill or usage data is present for this period.
Missing✕Expected data has not been collected. Click to see details and take action.
Future·This period has not yet occurred; no data is expected. Shown with a dashed border.
The coverage percentage at the end of each row is the ratio of complete months to total required months — future months are excluded from the calculation.
Fuel and waste use a spot-delivery model. A month is Complete if at least one delivery exists, and Missing only when the month has zero deliveries. Other commodities (electricity, gas, water) use a day-coverage threshold.

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Summary statistics

An inline legend in the table header shows the count of cells in each status: Complete, Missing, Not required, and Future. Hover over any status for a description and a link to the glossary. When a severity or site filter is active, the statistics update to reflect only the filtered entities.

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Choosing site, account, or meter scope

Open the Data Quality section in the sidebar and pick a completeness view:
PageRows representWhat you see
By SiteSite–utility pairsSwim lanes grouped by site.
By AccountBilling accountsSwim lanes grouped by connection.
By MeterIndividual metersSwim lanes grouped by account within connection. Admin only — other users are redirected to By Site.
The toolbar filters period, severity, sites, and optional filters (for example utility type, tags, or connection) apply to whichever page you are on. Use Sort in the toolbar to order lanes by name or coverage.

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Gap detail sheet

Click any cell in the timeline to open the gap detail sheet — a side panel with full context about that entity and period. When you drill from a site row into a specific account gap, a second panel can open on top so you keep the site context while you review the account.

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Status banner

At the top, a status banner explains what’s happening:
  • Missing Data (red) — No bills or usage records found for this period.
  • Flagged (yellow) — Data exists but has been flagged for review.
  • Complete (green) — Full data coverage with no detected issues.

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Entity statistics

Four stat cards show coverage metrics for the entire entity (not just the selected month):
  • Coverage — percentage of required months with complete data
  • Complete — number of months with data
  • Gaps — number of months missing data
  • Required — total months in the reporting period (excluding future)

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Timeline strip

A compact horizontal strip shows all months for this entity in the reporting period, with the currently selected month highlighted. Click any month to navigate to it without closing the sheet.

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Detail tabs

Below the statistics, tabs provide deeper analysis:
  • Bills — Bills contributing to the selected month, plus the months immediately before and after for context. Collapsible adjacent month sections let you compare without clutter.
  • Inspect — Opens the Aggregation Inspector scoped to this entity and month. Shows how the site-level monthly usage is composed from individual meter contributions, including excluded meters. Available when the gap has a site context.
  • Accounts — (Site view only) Accounts associated with this entity and their data status.
  • Meters — A table of all meters for this entity, showing whether each has data for the selected month, its last bill date, and calendarized usage.
  • Usage — A bar chart showing monthly usage over the reporting period. Gap months are highlighted in red; the currently selected month has a bold border.
  • All Gaps — Every gap for this entity, listed chronologically. Click View on any gap to navigate to it. Resolution actions appear below the gap list.

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Resolution actions

From the gap detail sheet you can:
  • Upload bill — Opens the upload page in a new tab to add a missing document.
  • Enter manually — Opens the manual entry form in a new tab to record data by hand.
  • View in Data Inventory — Jump to the Bills table to investigate existing data.

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Filtering and sorting

The toolbar provides several controls to focus on what matters:
ControlTypeDescription
PeriodMonth rangeSelect the reporting period. Required — the page shows a prompt if not set.
CoverageMulti-selectFilter by severity tier: Critical (0–50%), Low (50–75%), Fair (75–95%), Good (95–100%).
SiteMulti-selectNarrow the view to specific sites.
SortDropdownOrder by name (A→Z, Z→A) or coverage percentage (lowest first, highest first).
Additional filters (e.g. Utility type, Site tags, Connection, Identifier) are available from + Add Filter when you need to narrow the swim lanes further. Filters are preserved in the URL, so you can bookmark or share a specific view with your team.
Data completeness features are actively evolving. New views and gap-handling options are added regularly.
See also: Glossary — Completeness, Glossary — Missing data, Glossary — Data quality

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Frequently asked questions

Completeness is calculated over a specific month range. Until you choose a period (preset or custom), the view cannot determine which months should be complete. Use the toolbar Period control or the initial prompt to set it.
Timeline shows swim lanes—one row per entity and one column per month—best for scanning many sites or accounts. Table lists gaps with sortable columns when you want to work from a filtered list. Both respect the same filters.
A Future month (not yet reached in the reporting period) shows a dot with a dashed border. No data is expected yet, and those months are excluded from the coverage percentage.
It is the share of required months that have complete data. Future months do not count toward the denominator. Hover the header legend for a short definition or open the glossary.
Data Quality > Completeness > By Meter is limited to users with the appropriate access. Other users are redirected to By Site. If you believe you need the meter-level view, ask your organization admin to confirm your role.
Drilling from a site row into an account can stack a second panel so you keep site context while reviewing the account. Close the top panel first, or navigate away, to return to the main lane.
When the gap has site context, Inspect opens the Aggregation Inspector for that entity and month. It shows how site-level usage is composed from meters, including excluded meters—useful when a total looks unexpected.
They group entities by coverage percentage so you can focus on the weakest portfolios first. Exact thresholds are shown in the Coverage filter labels.
Fuel and waste are spot-delivery commodities — they are delivered on specific days rather than consumed continuously like electricity or gas. Nectar uses a different completeness rule for these commodities: a month is marked Complete as long as at least one delivery record exists. A month with zero deliveries is marked Missing. This avoids false gaps for months where a single pickup or delivery is the expected pattern.
See Data Quality FAQ for issues vs. gaps, and Data Input FAQ if the root cause is collection. Email [email protected] if a gap persists after connections are healthy and bills exist for the period.