Create, schedule, and export custom energy, cost, and emissions reports from EnerG
You create and run configurable reports from EnerG for energy, water, waste, cost, and emissions metrics. In the portfolio view, open Report Builder in the left sidebar. You define scope, time ranges, metrics, and export formats, then download files for compliance, ESG, and internal updates.
Click Report Builder in the portfolio left sidebar. The Reports page lists every saved report in the portfolio with the subtitle All Reports in the portfolio.
Reports page with search, filters, and the reports table
Click + Create New Report to open the five-step Report Builder wizard. To download or change a saved report, click the edit icon on that row.
The Report Builder wizard has five steps: Basic Setup, Dataset & Scope, Time Configuration, Export Configuration, and Review & Submit.
1
Basic Setup
Choose how you build the report. Select Custom Configuration to configure the report step by step with dataset selection, time ranges, metric breakdowns, and export settings.Feature Based (PDF Builder with drag-and-drop blocks) may appear as Coming Soon in your workspace.
Report Builder step 1 Basic Setup with Custom Configuration selected
Click Next.
2
Dataset and Scope
Select the data type and hierarchy level for the report.
Dataset type
Purpose
Portfolio
Include all assets in the portfolio
Region
Limit the report to selected regions
Building
Limit the report to selected buildings
Meter
Limit the report to selected meters
Report Builder step 2 Dataset and Scope with Portfolio selected
Click Next.
3
Time Configuration
Define granularity, date range, and comparison logic.Comparison type options include Year over year, Quarter over Quarter, and Month over Month.Set Time granularity (for example, Annual) and enter Start Year and End Year for the reporting window.
Report Builder step 3 Time Configuration with Year over year and Annual selected
Click Next.
4
Export Configuration
Configure the report name, structure, metrics, formats, and optional scheduling.Enter a Name for the report. Choose Breakdown hierarchy: By Portfolio, By Building, or By Region.Under Metric Outputs, check the metrics to include:
Consumption
Cost
GHG Emissions
Data Completeness
Report Builder Export Configuration with breakdown hierarchy and metric outputs
Set presentation and delivery options: toggle Include Accruals, choose XLSX or PDF, and turn on Enable Scheduling for recurring runs. For what each option does, see Report export options.
Export Configuration with XLSX selected and scheduling toggle
Click Submit to save the configuration and start generation.
5
Review and Submit
On Review & Submit, EnerG compiles your datasets, applies time settings, and formats the output. A progress message appears while the report generates. This step typically takes 10 to 30 seconds.
Report Builder Review and Submit with report generation in progress
When processing completes, the page summarizes your choices in three panels: Dataset & Scope, Time Configuration, and Export Configuration. Confirm scope, date range, comparison type, metrics, breakdown, accruals, and export formats before you download.
Review and Submit summary with Download XLSX and Done buttons
Click Download XLSX to save the workbook, or click Done to return to the Reports list.
Download the example Report Builder export (XLSX) to review layout, summary tabs, and chart data before you run a report in your workspace.The example export uses Portfolio scope, Annual granularity, a 2020–2026 date range, Year over year comparison, By Building breakdown, and Consumption and Cost metrics with accruals included.For every sheet the workbook contains and what each holds, see Report Builder workbook sheets.
Open Table of Contents first in a new export. It lists every sheet and notes which tabs include chart data.
Saved reports stay on the Reports table until you delete them. To run an export again or change settings, open the report from the edit icon.
1
Open the report
On the Reports page, click the edit (pencil) icon on the report row. The Report Builder wizard opens on Review & Submit with the saved configuration summary.
2
Download the file
Click Download XLSX or Download PDF (when configured) to export the report with current data. EnerG uses the saved scope, time range, metrics, and formats.
3
Adjust settings optional
To change the report, click Previous and move through the wizard steps. You can update any option from report creation: Basic Setup, Dataset & Scope, Time Configuration, or Export Configuration. Click Submit when you reach Export Configuration to regenerate, then download from Review & Submit.
You do not download existing reports directly from the table row. Use the edit icon to open Review & Submit and download from there.
Teams use EnerG exports for compliance reporting, ESG submissions, and internal stakeholder updates.You remain responsible for confirming that exported fields meet each program’s rules. EnerG supplies the data; your team validates fit for each filing.
Store export settings you reuse each quarter so column names and units stay consistent across filing cycles.
Detailed meter exports and comparison workflows also live under Data Quality in EnerG. Open Data quality overview when you need raw interval or register detail beyond standard summary reports.
