> ## 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. # Report Builder > 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](/products/energ/get-started/navigation#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. ## Navigate to Reports 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 field, Author Report Type Export Format and Schedule filters, date range picker, Create New Report button, and a table with Name Author Email Type Export Formats Schedule Created At Updated At and edit and delete actions 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. ### Filter and search reports | Control | Purpose | | --------------------- | ------------------------------------------- | | **Search** | Find reports by name | | **Author** | Filter by report owner | | **Report Type** | Filter by configuration type | | **Export Format** | Filter by output format such as XLSX or PDF | | **Schedule** | Filter by scheduled or manual reports | | **Select date range** | Limit the list by created or updated dates | ### Reports table columns | Column | Description | | ------------------ | --------------------------------------------------------------------------------------------- | | **Name** | Report title | | **Author** | Person who created the report | | **Email** | Author email address | | **Type** | Configuration type such as `Custom Configuration` | | **Export Formats** | Output badges such as `.XLSX` and `.PDF` | | **Schedule** | Whether automated delivery is enabled | | **Created At** | Date the report was created | | **Updated At** | Date of the last change | | **Actions** | **Edit** opens the report to download or update settings; **Delete** removes the saved report | ## Create a report The **Report Builder** wizard has five steps: **Basic Setup**, **Dataset & Scope**, **Time Configuration**, **Export Configuration**, and **Review & Submit**. 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 Basic Setup step with Progress 1 of 5, Custom Configuration selected with blue border, Feature Based marked Coming Soon, and Next button Click `Next`. 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 Dataset and Scope step with Progress 2 of 5, Portfolio radio selected showing All assets included, and Region Building and Meter options below Click `Next`. 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 Time Configuration step with Year over year selected, Annual granularity, Start Year 2020 and End Year 2026, and Previous and Next buttons Click `Next`. 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 showing Name field, Breakdown hierarchy with By Building selected, and Metric Outputs with Consumption and Cost checked 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](/products/energ/reference/reporting-and-alerts#report-export). Export Configuration section with Include Accruals toggle on, XLSX selected, PDF unselected, Enable Scheduling toggle off, and Previous and Submit buttons Click `Submit` to save the configuration and start generation. 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 step 5 of 5 with Generating Your Report loading spinner and message about compiling datasets and formatting output 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 step showing Dataset and Scope Portfolio Entire Portfolio, Time Configuration Annual 2020 to 2026 Year over Year, Export Configuration with Consumption and Cost metrics By Building breakdown Include Accruals Yes XLSX format, and Download XLSX and Done buttons Click `Download XLSX` to save the workbook, or click `Done` to return to the **Reports** list. ### Example report workbook Download the [example Report Builder export (XLSX)](/downloads/energ-report-builder-example.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](/products/energ/reference/reporting-and-alerts#workbook-sheets). Open **Table of Contents** first in a new export. It lists every sheet and notes which tabs include chart data. ## Download or edit an existing report 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. 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. 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. 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. ## Delete a report Click the **delete** (trash) icon on a row to remove a saved report you no longer need. Deleting a report removes its saved configuration. Downloaded files on your computer are not affected. ## Use reports for compliance and ESG 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. ## Related exports Detailed meter exports and comparison workflows also live under **Data Quality** in EnerG. Open [Data quality overview](/products/energ/data-quality/data-quality-overview) when you need raw interval or register detail beyond standard summary reports. ## Next steps Export budget planning data separately from Report Builder when you need monthly plan workbooks. Track certification compliance alongside energy and emissions reports. Confirm data coverage before you rely on rolled-up report metrics. Return to portfolio rankings after you configure recurring exports.