Reporting & Presentation

Energy reporting is one of the most important features of any utility bill management system. Unless data is presented well, and data sharing is convenient, the energy analytics will not be useful. EnergyCAP excels at data presentation.

Reports, Charts & Graphs

EnergyCAP displays utility information as charts, graphs, and tables and in more than 300 useful reports. Report categories include:

  • Analysis
  • Billing
  • Budget
  • Calendarized
  • Channel
  • Cost Avoidance
  • Greenhouse Gas
  • Invoice
  • Normalized
  • Setup
  • Weather
  • Year-to-Year

EnergyCAP reports can be exported to a variety of file formats including XLS, PDF, HTML, XML, DOC. Each report is individually customizable using a wide variety of data filtering options.

Quick Reports are accessible from a number of EnergyCAP modules. Quick Reports have been pre-configured with the most frequently used filters, helping you to easily produce the meaningful reports.

You can build your own report library of saved, recommended, and configured reports.

EnergyCAP’s Automated Report Distribution helps energy managers save the time required to produce and distribute meaningful reports to their stakeholders. A full-featured scheduler emails report batches to user-defined distribution lists. Report lists can be created and configured by each user and each report will be tailored to the recipient’s security permissions.

Reports can be scheduled for daily, weekly, monthly, or quarterly generation and email distribution lists can be updated via import of a CSV file. Reports can be emailed in any of the following formats:

  • Adobe Acrobat (PDF)
  • Microsoft Excel (XLS)
  • Microsoft Word (DOC)
  • HTML
  • XML
  • Crystal Reports
  • Paginated Text
  • Rich Text Format
  • Tabbed Text

Report Designer

Report Designer is an Excel® Add-in that works by importing data right from your EnergyCAP database into a user-customizable Excel pivot table report. Drawing on the power of our evolving API, Report Designer allows you to tap into your in-house Excel experience and expertise to build custom reports.

Utility billing information, and account, meter, place, and rollup data, can be filtered by a variety of criteria, including address, floor area, build date, place type, building primary use, and place group. For data security and relevance, the user’s topmost place permissions will be honored during report generation.

Excel’s powerful data model, coupled with a library of report templates available from EnergyCAP, provides user-configurable reports containing the most current information from your EnergyCAP database. You can use existing Excel functionality to develop charts and graphs from the available data.

Energy Dashboard

EnergyCAP analysis and reporting software provides a library of dashboard widgets that display key data snapshots. Each user can select the performance analytics charts and graphs most relevant to his or her job responsibilities.

Widgets can be organized on one or multiple dashboards. Map-based dashboards allow users to quickly view facility performance statistics and navigate to a facility for detailed analysis. Dashboards can be maintained privately, shared with other EnergyCAP users, or made public by embedding on other websites.


PowerViews are exclusive EnergyCAP charts, graphs, and tables that place the most important energy analytics at your fingertips. PowerViews are automatically displayed and dynamically updated. Chart, graph, and table data can be copied and pasted into other applications for external reporting and analysis.

The PowerViews located throughout EnergyCAP provide energy usage analytics with a snapshot of cost, unit cost, and consumption for any meter, building, departmental or accounting division of your organization. This data presentation enables you to quickly spot issues, trends, and savings opportunities.

Data Hierarchy

EnergyCAP’s TreeView Navigation is an intuitive and user-friendly hierarchical structure for presenting utility data. There is a TreeView for meters, buildings, and broader organization divisions and another for accounts and cost centers. These hierarchies are flexible and user-configurable and provide a cohesive structure for categorizing, navigating, and reporting on your data.

TreeViews enable you to set up the EnergyCAP database to model your unique organizational structure. You can also assign individual user permissions based on the hierarchy tiers. This simplifies and secures the database by limiting user access to data based on job roles.

Bill Lists

Bill Lists provide a quick and convenient way to view and access a subset of the total number of bills in the EnergyCAP database. Filters can be applied to any bill list, and columns can be sorted and arranged to make them more useful. Each user has the ability to create custom bill lists, allowing them to focus on the data that is most important to the task at hand. Bill lists also provide a way to take action on a list of bills such as bill audits, approvals, voids, and bill export.

Project Tracking

Project tracking features in EnergyCAP help you report the energy and cost savings from your energy management projects. You can define the types of projects, their start and completion dates, cost of the installation, any rebate information, and the anticipated or actual energy and cost savings from the project. The tracking feature automatically charts completed projects on EnergyCAP’s Energy Use Intensity (EUI) graph so it is easy to see how they are impacting organization energy consumption.