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Report Details

This section is for all basic details about the project and report settings. 

  • Project Name
    • Name identifier for the project. Used to distinguish between projects
    • Not to be confused with "Name for Reports" on the organization's settings
  • Default Project
    • Default Projects appear first in the list project on the report page
    • Is also used for default baseline dates on the regressions tab
  • Buildings
    • Buildings to be included in this project
  • Utility Types
    • Utility Types to be included in this project
  • Report Types
    • Report Types to be included in this project
  • Report Units
    • Units to be displayed on the reports 
    • Electric will always be kwh, but gas, water, and propane may be changed
  • Baseline Start Date
    • Date for the beginning of the baseline period
    • Used for default dates on the regressions tab
    • Used for date range for any blended rate calculations
  • Project Savings Start Date 
    • Start date for savings period in performance reports
  • Project implementation start date
    • Optional start date for implementation period start date in performance reports
    • Must be 12 months past baseline start date and before project savings start date
    • Used in performance PDF reports
      • Optional setting in 'Report Options' section


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