Navigate to Data Quality > Completeness to understand where your data coverage is strong and where gaps exist.
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 timeline loads with your data.
Coverage timeline
The coverage timeline is a grid where each row represents an entity (site-utility pair, account, or meter) 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
The header above the timeline shows the count of cells in each status: Complete, Missing, and Future. Hover over any status for a description. When a severity or site filter is active, the statistics update to reflect only the filtered entities.
Grouping views
Use the group by control in the toolbar to switch between three views of the same data:
| View | Rows represent | Grouped by | Visibility |
|---|
| Sites | Site-utility pairs | Site name | All users |
| Accounts | Individual billing accounts | Connection name | All users |
| Meters | Individual meters | Account number | Admin only |
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.
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, four 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.
- 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.
