> ## Documentation Index > Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Portfolio Energy dashboard > Review portfolio-level energy usage, cost, and emissions across all buildings The portfolio **Energy** dashboard aggregates metered and billed energy data across every building in KODE OS. In the [portfolio view](/products/energ/get-started/navigation#portfolio-view), open `Dashboards` in the left sidebar, then select `Energy`. Portfolio left sidebar showing Dashboards expanded with Energy selected, Water, and Waste listed below `Energy` loads by default when you first open `Dashboards`. A secondary menu lists portfolio report types. `Monthly Reports` opens first. ## Energy report menu After you select `Energy`, use the secondary menu to switch report types. | Report | What it shows | | ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `Monthly Reports` | Portfolio monthly usage and cost charts by month, service type, and building | | `Annual Reports` | Annual usage and cost by building, service type, EUI, and rolling cost intensity | | `Target` | Actual, target, and baseline energy comparison charts for a selected target | | `Data Table` | Sortable billing and calendarized line items with export | The portfolio Energy menu does not include building-only items such as `Comparison`, `Interval Trends`, or `Data Quality`. Open a building to access those reports on the [Building Energy dashboard](/products/energ/analytics/building-dashboards-energy). ## Monthly Reports `Monthly Reports` is the default Energy view at portfolio level. The page header reads **Energy** with the subtitle *Energy Use, Efficiency, and Performance Overview.* ### Controls The control area has two rows. The top row sets scope and the metric lens. The second row adds portfolio filters. **Top row** * **Usage / Cost** — switches every chart on Monthly Reports between consumption and billed cost (`Emission` appears when your deployment includes it) * **Starred Buildings** — limit results to favorited sites * **Buildings** — select or deselect individual buildings * **Date range** — pick the start and end months for the reporting window * **Filter** — open advanced filters; an indicator appears when filters are active **Second row** * **Building Type**, **Countries**, **States**, **Brands**, and **Regions** — narrow the portfolio * **Currency** — appears when `Cost` is selected so you view charges in one currency Portfolio Energy Monthly Reports filter bar with Usage selected, Starred Buildings toggle, Buildings dropdown, date range 06/22/2025 to 05/22/2026, filter icon, and second row dropdowns for Building Type Countries States Brands and Regions Portfolio Energy Monthly Reports filter bar with Cost selected, Starred Buildings toggle, Buildings dropdown, date range, filter icon with active indicator, and second row including Building Type Currency set to US Dollar Countries States Brands and Regions Portfolio totals include every building that matches your active filters unless a widget states otherwise. ### Usage lens Select `Usage` on the toggle to view consumption charts. Portfolio Energy dashboard with Monthly Reports selected in the secondary menu, Usage toggle active, Starred Buildings on, Buildings dropdown, date range 06/22/2025 to 05/22/2026, and Monthly Usage bar chart from June 2025 through May 2026 with striped bar for March 2026 #### Monthly Usage The **Monthly Usage** chart totals portfolio consumption by calendar month for the selected period. * Teal bars show billed or calendarized usage in kWh * Striped bars indicate accrued or estimated months that lack final bills * Empty months mean no data posted for that period under your active filters Scroll the chart card when additional widgets sit below the fold. #### Usage per Service Type The **Usage per Service Type** chart stacks consumption by utility category across the same months. Usage per Service Type chart with grouped bars by month from June 2025 to May 2026 showing Electric, Natural Gas, District Steam, Lighting, and Electric on Site Solar in the legend with striped bars for March 2026 Legend colors map to service types such as **Electric**, **Natural Gas**, **District Steam**, and **Lighting**. Use this chart to see which fuels drive seasonal peaks. #### Usage per Building The **Usage per Building** chart shows a heatmap-style view of each building’s monthly usage. Usage per Building heatmap listing buildings such as Summit Ridge Plaza and Pacific Heights Tower with horizontal bars per month from June 2025 to April 2026 and a color legend from low teal to high red kWh values Bar color reflects relative usage for that month. Striped segments indicate accrued or incomplete data. Use this view to find outlier buildings before you open site-level dashboards. Striped bars are estimates or accruals. Confirm final bills before you use those months in compliance or savings reporting. ### Cost lens Select `Cost` on the toggle to view billed charges. Chart titles change to **Monthly Cost**, **Cost per Service Type**, and related cost views. Portfolio Energy Monthly Reports with Cost selected showing Monthly Cost bar chart by month from June 2025 to May 2026 with striped March 2026 bar and Cost per Service Type grouped chart with Electric Natural Gas District Steam and other service types #### Monthly Cost The **Monthly Cost** chart totals portfolio utility spend by calendar month. Teal bars show billed cost. Striped bars indicate accrued or estimated months. #### Cost per Service Type The **Cost per Service Type** chart groups spend by utility category across the same months. Use it to see which fuels drive cost spikes in winter or summer peaks. #### Cost per Building and Top 10 Buildings Movers Scroll below the service-type chart to compare buildings. Cost per Building heatmap with buildings listed on the left and monthly cost bars from June 2025 to April 2026 with teal to red color scale, and Top 10 Buildings Movers chart below showing buildings with cost change patterns and red to teal legend for decreases and increases * **Cost per Building** — heatmap of monthly cost by property; color intensity reflects spend for that month * **Top 10 Buildings Movers** — buildings with the largest cost shifts over the selected period; legend shows decrease in red and increase in teal Finance reviews often start with `Cost`, then open **Cost per Building** to find sites that need tariff or operations follow-up. ### Emission lens When your deployment includes `Emission` on the toggle, the same Monthly Reports layout shows carbon totals instead of usage or cost. Filters and building scope behave the same way. ## Annual Reports Select `Annual Reports` from the Energy secondary menu to compare buildings and years across the portfolio. The same filter rows as Monthly Reports apply, but the date control uses a **year range** (for example, 2021 to 2025) instead of month-by-month selection. ### Usage lens With `Usage` selected, the main card is **Connected Usage and EUI Analysis**. It pairs two bar charts that share the same building axis. Portfolio Energy Annual Reports with Usage selected showing Connected Usage and EUI Analysis with EUI bar chart in kWh per ft squared and Usage bar chart in kWh by building name, Sort by EUI set to 2025 Bar chart type, and pagination showing 1-24 of 24 buildings Use the controls above the charts to change the view. * **Sort by** — order buildings by EUI, usage, or other metrics * **Year** — focus bars on a single calendar year such as 2025 * **Chart type** — switch between bar and other supported layouts * **Previous / Next** — page through buildings when the portfolio exceeds one page The top chart shows **EUI Analysis** in kWh/ft². The bottom chart shows **Usage Analysis** in kWh for the same buildings. Scroll below the paired charts for additional annual usage views. #### Usage per Service Type and Usage per Building Annual Usage per Service Type grouped bar chart by year 2021 to 2025 with Electric Natural Gas and District Steam legend, and Usage per Building heatmap with buildings on the left and years on the x-axis with teal to red color scale * **Usage per Service Type** — grouped bars by year for Electric, Natural Gas, District Steam, and other categories * **Usage per Building** — heatmap of each property’s annual usage; striped cells indicate accrued or incomplete data #### Energy Usage Intensity The **Energy Usage Intensity** heatmap compares EUI by building and year on a single color scale. Energy Usage Intensity heatmap with buildings listed on the left, years 2021 through 2025 on the x-axis, teal to red color gradient legend from 0.34 to 151.11 kWh per ft squared Red cells highlight high-intensity outliers. Teal cells show lower intensity relative to the portfolio range in the legend. ### Cost lens Select `Cost` to open **Annual Cost and Intensity Analysis** with the same paired-bar layout, sorted and filtered for spend. Portfolio Energy Annual Reports with Cost selected showing Annual Cost and Intensity Analysis with intensity chart in dollars per ft squared and cost chart in US dollars by building, Sort by Cost per building year 2025 Bar chart, Currency US Dollar in filter row The top chart shows intensity in **\$/ft²**. The bottom chart shows total **cost** in your selected currency. Use **Currency** in the second filter row when `Cost` is active. #### Annual Cost per Service Type and Annual Cost per Building Annual Cost per Service Type bar chart by year 2021 to 2025 with Electric dominant in yellow, and Annual Cost per Building heatmap with teal and red segments by building and year Hover a building cell to see cost detail. The tooltip splits **Provider** (solid) and **Accrued** (striped) amounts. Tooltip for Meadowbrook Super Center Year 2025 showing Total Cost 1835262.88 with Provider 1832216.49 in solid red and Accrued 3046.39 in striped red #### Rolling Cost The **Rolling Cost** heatmap shows cost intensity in **\$/ft²** by building and year. Rolling Cost heatmap with buildings on the left, years 2021 to 2025, teal bars for most cells, red rows for high-cost buildings, and legend from 0.01 to 18.31 dollars per ft squared Striped segments in a cell indicate accrued portions of annual cost, consistent with Monthly Reports styling. ## Target Select `Target` from the Energy secondary menu to compare portfolio actual performance against a reduction target and baseline. Create and manage targets from the portfolio `Target` sidebar item or on [Portfolio targets](/products/energ/analytics/portfolio-targets). ### Controls * **Breakdown by Service Type** — split charts by utility category when enabled * **Unit** — choose the energy unit for charts, such as **kBTU** * **Target** — select which portfolio target to display, such as a named 2050 reduction goal Portfolio Energy Target page showing Target Energy Comparison line chart with Actual Target and Baseline lines from December 2024 to March 2026, Delta from Target red bar chart, and Delta from Baseline teal bar chart, with Breakdown by Service Type toggle and kBTU and target dropdowns ### Charts Three charts stack on the Target page. | Chart | What it shows | | ---------------------------- | ------------------------------------------------------------- | | **Target Energy Comparison** | **Actual**, **Target**, and **Baseline** trends over time | | **Delta from Target** | Monthly gap between actual use and the target trajectory | | **Delta from Baseline** | Monthly difference between actual use and the baseline period | Red bars in **Delta from Target** grow when actual use stays flat while the target line falls. Teal bars in **Delta from Baseline** show whether you are above or below the historical baseline. ## Data Table Select `Data Table` from the Energy secondary menu to audit line-level billing and calendarized records across the portfolio. ### Filters and export The Data Table uses a filter layout similar to Monthly Reports, with a few additions. * **Starred Buildings** and **Buildings** — limit rows to favorites or selected properties * **Building Type**, **Countries**, **States**, **Brands**, and **Regions** — portfolio scope filters * **Period Type** — control how periods are grouped in the grid * **Service tags** — active chips such as `Full Service` and `Delivery` filter service categories * **Date range** — restrict rows to a start and end date, such as 05/22/2025 – 05/22/2026 * **Export** — download the filtered table for offline analysis ### Billing Period and Calendarized tabs Switch between two views of the same underlying data. Portfolio Energy Data Table with Billing Period tab selected showing filters for Building Type Countries States Brands Regions Period Type Full Service and Delivery chips date range Export button, and table columns for Meter Building Name Service Type Charges Usage and pagination 1-50 of 682 Portfolio Energy Data Table with Calendarized tab selected showing similar filter row and table with Meter Building Name State Service Type Charges Usage columns and pagination 1-50 of 803 | Tab | Purpose | | ------------------ | --------------------------------------------------------------------- | | **Billing Period** | One row per billing period as utilities report it | | **Calendarized** | Usage and cost spread across calendar months for consistent reporting | ### Table columns Sort any column with the header arrows. Scroll horizontally to reach all fields, including meter, building, service type, charges, usage, `Estimated`, and `Data Origin`. For every column definition, see [data table columns](/products/energ/reference/data-and-meter-fields#data-table-columns). A row with **Estimated** set to `true` and **Data Origin** of `System Accrual` closes a gap until a final bill arrives. Confirm accrual rows before you use them in compliance or year-end reporting. ### Pagination The footer shows page numbers and **Lines per page** (for example, 1–50 of 682 on Billing Period). Use the arrows to move through large portfolios without loading every row at once. ## Export Energy dashboard data Export spreadsheet-ready data from any Energy dashboard chart or page. The file matches the building filter, date range, and metric toggle active when you download. Set the building filter, date range, and metric toggle to match the data you want to export. Use the download control on the page or chart. Save the Excel file when your browser prompts you. Exports reflect the filters and date range active when you start the export. Finalize filters before you download. Export does not replace [Report Builder](/products/energ/finance/reporting) for custom layouts. PDF or image-only export is not included. ## Next steps Review water consumption totals and trends across the portfolio. Track quantities, diversion rate, and capture rate portfolio-wide. Rank buildings with EUI, WUI, and GHG before you open dashboard charts. Create portfolio reduction targets that appear in the Energy Target view. Open building-level Monthly Reports with year-over-year comparison charts.