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
Timeline and table views
Use the view control in the toolbar to switch between:| View | What you see |
|---|---|
| Timeline | A 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. |
| Table | A tabular list of gaps with sortable columns. Best when you want to work from a filtered list. |
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.Cell statuses
| Status | Symbol | Meaning |
|---|---|---|
| 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. |
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.Choosing site, account, or meter scope
Open the Data Quality section in the sidebar and pick a completeness view:| Page | Rows represent | What you see |
|---|---|---|
| By Site | Site–utility pairs | Swim lanes grouped by site. |
| By Account | Billing accounts | Swim lanes grouped by connection. |
| By Meter | Individual meters | Swim lanes grouped by account within connection. Admin only — other users are redirected to By Site. |
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.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.
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)
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.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.
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.
Filtering and sorting
The toolbar provides several controls to focus on what matters:| Control | Type | Description |
|---|---|---|
| Period | Month range | Select the reporting period. Required — the page shows a prompt if not set. |
| Coverage | Multi-select | Filter by severity tier: Critical (0–50%), Low (50–75%), Fair (75–95%), Good (95–100%). |
| Site | Multi-select | Narrow the view to specific sites. |
| Sort | Dropdown | Order by name (A→Z, Z→A) or coverage percentage (lowest first, highest first). |
Data completeness features are actively evolving. New views and gap-handling options are added
regularly.
Frequently asked questions
Why do I need to pick a reporting period first?
Why do I need to pick a reporting period first?
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.
What is the difference between Timeline and Table view?
What is the difference between Timeline and Table view?
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.
Why does a cell show a dot instead of a check or X?
Why does a cell show a dot instead of a check or X?
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.
What does the coverage percentage on each row mean?
What does the coverage percentage on each row mean?
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.
Why can I not open the By Meter completeness view?
Why can I not open the By Meter completeness view?
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.
What happens when I open a gap and another sheet appears on top?
What happens when I open a gap and another sheet appears on top?
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.
What is the **Inspect** tab in the gap detail sheet?
What is the **Inspect** tab in the gap detail sheet?
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.
Do filters persist if I share a link?
Do filters persist if I share a link?
What do the severity tiers (Critical, Low, Fair, Good) mean?
What do the severity tiers (Critical, Low, Fair, Good) mean?
They group entities by coverage percentage so you can focus on the
weakest portfolios first. Exact thresholds are shown in the Coverage filter labels.
Where should I go for more troubleshooting?
Where should I go for more troubleshooting?
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.