Report-11

Bill Transfer Format (Excel only)

This report exports detailed bill data to an Excel file with minimal formatting. It's designed to make the data easy to use in tools like Excel or for further transformation.

Key Features

  • Detailed data: Includes all the bill-level information (e.g., account, vendor, amounts, dates).
  • Plain format: No special styles or formatting — ideal for custom use cases like:
    • Filtering
    • Pivot tables
    • Uploading into third-party tools

⚠️ Important Notes

  • Not import-ready: This file does not match EnergyCAP’s UtilityManagement bill format.
  • You cannot use it to import bills back into EnergyCAP.
  • Think of it as an export-only tool — for reporting, analysis, or transferring data to other systems.

Report-11 recommendations

When you are reporting on Cost Avoidance, remember to run Cost Avoidance -> Calculate Savings first.

Report-11 tip

Want to create your own Excel report? This file can be used to create your own charts and tables.

When you select the filter Include quick check columns the following columns are added to your spreadsheet:

  • Meter serial number
  • Native unit cost (meter use unit)
  • Common (rollup) unit cost
  • Load factor %
  • Hours in BP
  • Due date
  • Statement date
  • Invoice number
  • Control code

When you select the filter Include bill attribute columns the following are added to your spreadsheet:

  • Use Per Day
  • Cost Per Day
  • Created Date
  • Created By 
  • Modified By
  • Bill Note

Set your filters for Report-11

  1. Display options
    Decide if you want to see codes, names, or both.
  2. Billing period or Accounting period.
    Billing period is based on actual bills. Accounting period is based on your organization's fiscal calendar.

Other filters to consider for Report-11

  1. Active accounts only
    Decide whether to include only active accounts.
    If this filter is not applied, your report includes both active and inactive accounts.
  2. Bill is from external vendor
    If not selected, includes data from both vendor and chargeback (internal) bills.
  3. Void bills
    Decide whether to include or exclude void bills in your report.