How do I create a custom report with the Report Builder?

The Report Builder lets you create tailored reports by selecting a template, configuring the data you want, and exporting as PDF or Excel. It uses a 3-step wizard.

Step 1 — Choose a template

Select from 9 pre-built templates:

• Energy Summary, Water Consumption, Waste Management, CO₂ Emissions, Sustainability, Financial Overview, Utility Costs, Occupancy Analysis, Portfolio Executive Each template pre-selects relevant report modules, but you can customize them in the next step.

Step 2 — Configure your report

• Select buildings: Choose one or multiple buildings to include
• Filter by tenants: Optionally narrow down to specific tenants
• Choose report modules: Toggle modules on/off — options include Energy, Financial, Water, Waste, CO₂, Occupancy, Cash Flow, Local Meters, Common Area Meters, and Cost Allocation
• CO₂ emission sources: If the CO₂ module is selected, configure which energy types to include and set custom emission factors if needed
• Data source preference: Choose between auto (best available), meter data, or invoice data
• Meter display mode: Show consumption only, cost only, or both

Step 3 — Preview and export

• Review a summary of your selections
• Click "Generate Report" — the system processes your request asynchronously
• Watch the live status indicator (pending → processing → complete)
• Export as PDF or Excel once generation completes
• Optionally save the configuration for future use via the "Save Report" button

Where to find it: Reports → Create Report tab.