> ## 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.

# Data completeness

> Visualize coverage gaps and track data completeness across sites, accounts, and meters.

<Tip>
  Need help in this area? See [Data Quality FAQ](/platform/data-quality/faq).
</Tip>

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.

## 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.

## 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](/platform/glossary#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](/platform/glossary#completeness) percentage** at the end of each row is the ratio of complete months to total required months — future months are excluded from the calculation.

<Note>
  A month counts as **Complete** as long as a bill was received for it — even if that bill has an
  unresolved [data quality issue](/platform/data-quality/issues#when-is-data-excluded). The same bill
  may still be **withheld from analytics**, so a period can be complete here yet excluded from your
  usage and cost charts. A banner on the completeness page flags when this is happening and links to
  the issues to resolve.
</Note>

<Note>
  **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.
</Note>

### 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](/platform/glossary#completeness). 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**. |

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.

## 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](/platform/glossary#flagged-bill) 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](/platform/sites/overview#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).          |

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.

<Note>
  Data completeness features are actively evolving. New views and gap-handling options are added
  regularly.
</Note>

**See also:** [Glossary — Completeness](/platform/glossary#completeness), [Glossary — Missing data](/platform/glossary#missing-data), [Glossary — Data quality](/platform/glossary#data-quality)

## Frequently asked questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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](/platform/glossary#completeness)
    percentage.
  </Accordion>

  <Accordion title="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](/platform/glossary#completeness).
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="What is the **Inspect** tab in the gap detail sheet?">
    When the gap has site context, **Inspect** opens the [Aggregation Inspector](/platform/sites/overview#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.
  </Accordion>

  <Accordion title="Do filters persist if I share a link?">
    Yes. Toolbar filters are reflected in the URL, so you can bookmark or share a specific period,
    severity tier, sites, and add-on filters with your team.
  </Accordion>

  <Accordion title="What do the severity tiers (Critical, Low, Fair, Good) mean?">
    They group entities by [coverage](/platform/glossary#completeness) percentage so you can focus on the
    weakest portfolios first. Exact thresholds are shown in the **Coverage** filter labels.
  </Accordion>

  <Accordion title="Why does my fuel or waste account show complete with only one delivery in a month?">
    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.
  </Accordion>

  <Accordion title="Where should I go for more troubleshooting?">
    See [Data Quality FAQ](/platform/data-quality/faq) for issues vs. gaps, and [Data Input FAQ](/platform/data-input/faq)
    if the root cause is collection. Email [support@nectarclimate.com](mailto:support@nectarclimate.com)
    if a gap persists after connections are healthy and bills exist for the period.
  </Accordion>
</AccordionGroup>