The flexible consumption report has been specifically designed to allow users to cut and slice the available data in the tool in a multitude of ways in order to gain insight into organisational and asset level performance. The following help page aims to allow you to easily set up, save and share your reports.
Navigating the Consumption Report
The Consumption Report has two main pages:
Reports: shows all saved reports. For more information see How do I save and share consumption reports?
Explore: allows you to create a new report, either from scratch or using an existing saved report as a template. Editing a saved report will not modify it in the Reports tab, you will need to save a new report, and delete the old one.
The following sections detail creating a report using the Explore functionality.
Selecting Data (Filters)
The high-level navigation allows users to select
Resource type: by native units, MJ or CO2-e
Periods: Choose either Calendar or Fiscal Years and whether the chart should show monthly, quarterly or yearly values
Assets: Choose assets individually or by Business Unit, Branch or Asset Type
Choosing the Chart Type
The secondary data select under Options allow users to alter the way the selected data is grouped and visualised. Users can select one of the following chart types
Line Chart (Top Left): a continuous line chart for the periods chosen.
Stacked Year Line Chart (Top Right): overlays line charts for each year chosen, ideal for comparing the data between the same month or quarter in different years.
Column Chart (Bottom Left): a simple column chart for the period chosen.
Stacked Group Column Chart (Bottom Right): a column chart stacked for the group chosen in the Group By (see: Grouping the Data)
Grouping the Data
Users may group by a certain data types (resource type, asset type, state, business unit, branch, contractor asset and meter) to split the data into groups.
Above: Example of asset grouped by meter
Where required users can also stipulate a second group by for further analysis.
Above: Example of transport fuel use grouped by contractor and resource type.
Other Options
The Consumption Report also has the following options
Toggle between Consumption, Cost or Consumption and Cost Charts. Please note that you cannot simultaneously show consumption and cost on a column chart.
Toggle estimated data on and off. Groups and periods containing estimated data are displayed in consumption report tables in grey and are indicated with an orange marker in the top right corner.
Toggle Supply chain on and off
Toggle Contractor data on and off
Toggle Not Under Operational Control data on and off
Show data incrementally: Each data point shows the total value from the start of period chosen to that point in time. For a Stacked Year chart, each data point will show the total value from the start of the relevant year to that point in time.
Adding Benchmarks (Targets)
The benchmarks functionality allows for the input simple and flexible benchmarks such as targets and baselines. Benchmarks can be added by clicking the + button next to Benchmarks at the bottom of the explore tab and may be set for either the consumption or cost.
Note: These benchmarks will appear as their raw value regardless of filters chosen (including native units, MJ or CO2-e), so changing the filters may lead to misleading or incorrect benchmarks.
Saving A Report
See the below article for more information on how to save and share reports. How do I save and share consumption reports?