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How do I generate Consumption Reports?
How do I generate Consumption Reports?

Getting started with cutting and slicing your data to analyse with the Explore function in Consumption Reports

Sam Vivian avatar
Written by Sam Vivian
Updated over a week ago

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?

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