▶ Reports ˃ Tenant costs
Hint: if you do not see this report, then ask your company admin-user if they have given you access to this report.
Tenant cost report is designed to provide a detailed overview about the Costs of individual Tenants across multiple periods.
Example: a Tenant may ask for an overview of all their Costs for the last year, month by month.
Example: a Tenant may ask for an overview of their Electricity usage in kWh, month by month and separately for general and individual electricity.
Here are some guidelines how you can filter, group and sort data according to your needs.
First of all, let's start by filtering the information to your needs. You can filter by:
- Period: selecting Start and End dates. Or choose ready-made options "This Year", "Last Year".
- Tenant: you can select only one Tenant or several or All, just start typing names and/or choose from the list. If no tenant selected, the filter automatically adds "All".
- Cost type: by default, you see only "Electricity", but you can select from the drop-down several Cost types or All.
- Property-building sets: by default, you see the first set from your list. Usually, each property only has 1 set, so you can just filter from our usual Property filter in the heading. But if you have multiple Cost sets within 1 Property, then you can further select the set from this filter.
- Usage/Cost/CO2: by default, you see the Electricity in Usage units (kWh in case of Electricity), but you can select to view the Cost, meaning everything in Euros (or any other currency you use).
After you selected all fields of interest, do not forget to click on the Search.
Grouping, sorting and adjusting the view
This report includes a lot of data. Make sure you select exactly what you need by choosing the right columns, grouping and sorting the data – see detailed instructions in here
Report in the Cost view and 3 levels of grouping:
You can export Tenant cost report to Excel. First, filter, group and sort the data as you need it – the export will have the data exactly as you see it on the screen.