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Browse report filters and operators below
Filter Descriptions
Click to view descriptions
Account Active
Bill Account is active. Same as Bill Account is Active Status Filter, but listed as a filter instead, since no bills are associated with this report type.
Account Code
The account code (often called "account number") assigned by the vendor to a utility account. The Account Code is shown on the utility bill and is the primary means of tracking accounts. See Accounting - Accounts.
Account Memo
Memo field for Account (Account Properties Memo tab).
Account Name
A display name associated with an account code (often called "account number"). Can be helpful in distinguishing accounts (ex: "Admin building main electric").
Account Number
Internal Database Identifier for account. Appears in the Account Properties General tab to the right of the Code field.
Account Period
Accounting Period
Actual Start Year
The Start Year for the Budget.
Actual Year
The "current" year when used in year-to-year comparisons, format yyyy.
Assigned To
EnergyCAP User assigned to the Issue (Issue Tracker)
Audit Code
The audit number.
Audit Group Code
The user-created Code for the Audit Group.
Audit Group Name
The user-created Name for the Audit Group.
Audit Name
The audit name.
Audit Property Code
The code for the Audit Property
Audit Property Name
The name of the Audit Property.
Audit Type Code
Bill or Channel Audit Code
Audit Type Name
Bill or Channel Audit Name
Base Adj Type
Baseline adjustment codes assigned to CAP Adjustments.
Base Year
The "beginning" year used in year-to-year comparisons.
Batch Close Date
The date (mm/dd/yyyy) on which a bill entry batch was closed (completed).
Batch Code
The code or number assigned to a bill entry Batch. Bill entry batch mode is optional; see Tools - Work Flow Wizard to activate Batches.
Batch Start Date
The date (mm/dd/yyyy) on which a bill entry batch was created (opened).
Batch Total Cost
The total of the Pay Amounts of all bills in a bill entry batch.
Bill Approve Date
The date (mm/dd/yyyy) on which a bill was approved. The approval process is optional; see Tools - Work Flow Wizard to activate it. If not activated, bills are approved when created.
Bill Audit Code
The control number of a bill audit. See Analysis - Audit or report SU20 for a list of audits.
Bill Begin Date
The date (mm/dd/yyyy) on which the billing period started (i.e. the date of the beginning meter reading).
Bill Control Code
The value in the Control Code field of the bill entry screen. This is an optional bill entry field; use Tools-Work Flow Wizard to activate it. Use Accounting-Accounts-Tools-View Options-Bill Image to designate this field as the Bill Image file name.
Bill Cycle
Energy CAP is set to track all bills using a bill cycle of "Monthly." Other options are disabled.
Bill Due Date
The value in the Due Date field of the bill entry screen. This is an optional bill entry field; use Tools-Work Flow Wizard to activate it.
Bill End Date
The date (mm/dd/yyyy) on which the billing period ended (i.e. the date of the ending meter reading).
Bill Entered By
The User ID of the person who keyed or imported the bill.
Bill Entry Date
The date (mm/dd/yyyy) on which the bill record was created.
Bill Has Been Split
When true, bill split processor has been run for the master account bill. This is a Status Filter.
Bill Invoice Number
The value in the Invoice Number field of the bill entry screen. This is an optional bill entry field; use Tools-Work Flow Wizard to activate it.
Bill Line Value
The value in the "Value" column (i.e. not the "Cost" column) of a line item on a bill.
Bill Message
A stored Bill Message. Bill Messages are created and managed in Tools - Work Flow Wizard and attached to bills via the yellow Message icon on the bill entry screen.
Bill Message Key
The optional two-character Key code of a stored Bill Message. Bill Messages are created and managed in Tools - Work Flow Wizard and attached to bills via the yellow Message icon on the bill entry screen.
Bill Period Number
The billing month to which bills are assigned. Format mm (ex: July = 7). The billing period is shown on the bill entry screen.
Bill Statement Date
The Bill Statement Date, as entered from the Bill window. This optional field can be added from the Work Flow Wizard.
Bill Total Cost
Total amount due the vendor (Bill Header information)
Billed Demand
The value in a billed demand line item on a bill.
Billing Period (YYYYMM)
The billing period to which bills are assigned. Format YYYYMM (ex: July 2006 = 200607). The billing period is shown on the bill entry screen.
Billing Period Year
The billing period year to which bills are assigned. Format yyyy (ex: 2006). The billing period month and year are shown on the bill entry screen.
Bills in Batch
The number of bills in a bill entry batch.
BP or AP Basis
Billing Period or Account Period report basis (YY14/YY15 Reports)
Budget Name
The Name of the budget.
Budget Version
The Version of the Budget
Caption
Text shown on bill bodyline to describe the data value (i.e., Usage, Billed Demand)
Change
In some YY reports, the change in cost or use from the previous year to the latest year.
Channel Code
The code of a meter channel (e.g. a 15-minute KW electric interval data channel). The code is created by the system (ex: USE:KWH:A:T:43200 which indicates Usage-Units-Automatic(i.e. imported)-Trip-Interval)
Channel Unit Code
Code for unit of measure for data being tracked (i.e., Value, KW, KWh, CCF)
Channel Unit Name
Name for the unit of measure for data being tracked (i.e., Value, KW, KWh, CCF)
Check Date
The date (mm/dd/yyyy) of the payment check. Use the Administrator program to import bill payment data.
Check Number
The number of the payment check. Use the Administrator program to import bill payment data.
City
The City (Place address, City field).
Cleared Date
Date the check was cleared. When False, the check has not cleared.
Commodity Code
The code of a Commodity (ex: ELECTRIC). See Tools-Unit System for a list of available commodities or to add a new commodity.
Commodity Name
The display name of a Commodity (ex: Electric). See Tools-Unit System for a list of available commodities or to add a new commodity.
Contact Area Code
The first three digits of the Contact Phone Number (Person Properties-Phone field).
Contact City
The City of the Contact (taken from Contact Address field)
Contact Country
The Country of the Contact (taken from the Contact Address field)
Contact Email
Email address of Contact (taken from Contact Email field).
Contact First Name
Contact first name.
Contact First Name
Contact First Name (from Full Name window).
Contact Last Name
Contact Last Name (from Full Name window).
Contact Last Name
Contact last name.
Contact Postal Code
Postal Code of the Contact (taken from the Contact Address field).
Contact State
The State of the Contact (taken from the Address field for the Contact).
Contact Telephone Number
The telephone number for a contact.
Contract ID
The ID or number of the Contract.
Control Code
The Control Code
Cost
The cost as indicated on the bill.
Cost Avoidance
The dollar value of cost avoidance; positive indicates savings, negative indicates loss.
Cost Avoidance %
The cost avoidance percentage that relates cost avoidance dollars to "cost without CAP."
Cost Center Code
The code of a Cost Center. See Accounting-Accounts to create new cost centers or to manage existing cost centers. A Cost Center is a flexible method of organizing utility accounts; all utility accounts fall under a Cost Center.
Cost Center Name
The display name of a Cost Center. See Accounting-Accounts to create new cost centers or to manage existing cost centers. A Cost Center is a flexible method of organizing utility accounts; all utility accounts fall under a Cost Center.
Cost/Unit
Unit cost -- cost divided by usage.
Country
The Country (Place address, Country field).
Current Year
The current year used in year-to-year comparisons.
Customer Code
Similar to Vendor Code; the code of the Customer in rebillings and chargebacks. See Setup-Contacts.
Daily Channel Total
Daily summation of channel data.
Date
Format mm/dd/yyyy
Days
Used in Report BL34 to indicate the allowable number of days past the expected receipt date of a bill.
Deposit Amount
Deposit Amount (as listed in Account Properties, Services tab).
Deposit Notes
Note field content for account deposit.
Deposit Paid Date
Date the account deposit was paid (Account Properties/Services tab)
Deposit Return Date
Date the account deposit should be returned (Account Properties/Services tab)
Device City
The City portion of the address for a meter/counter/weather station.
Device Code
The Code associated with the device (meter/counter/weather station).
Device Name
The Name associated with the device (meter/counter/weather station).
Device Postal Code
The Postal Code portion of the address for a meter/counter/weather station.
Device State
The State portion of the address for a meter/counter/weather station.
Device Type Name
Identifies the device as a meter, counter or weather station.
DNB Number
Vendor banking code number (Vendor Properties/Other tab).
Due Date
The Date the bill payment is due.
End Date (Accrual)
The End Date for the Accrual (Reports BL33 and BL33A)
End Month
End month for report data.
End Year
End year for report data.
Equation Begin Date
The effective start date for the equation (virtual accounts/calculated accounts/bill splits).
Exported Date
Date the bill is exported to AP/GL.
First Budget Month
The first month included in a budget report. This allows the report to be processed on a fiscal year basis (ex: When Start Month is set to 7, the report will be on a July fiscal basis).
First Month (1-12)
The first month included in a report. This allows the report to be processed on a fiscal year basis (ex: When First Month is set to 7, the report will be on a July fiscal basis).
Floor Area Effective Date
Effective date of floor area change (Place Properties/Building tab)
Floor Area Size
Building floor area. See Place Properties - Building to enter and manage floor areas.
General Ledger Code
The General Ledger Code. GL records are associated with meters and accounts for interface with accounting systems.
General Ledger Name
The General Ledger Name. GL records are associated with meters and accounts for interface with accounting systems.
GL Subcode
The name given to the GL subcode field. See Accounting-Accounts. A GL record can have 20 subcodes.
GL Subcode Value
The value for the GL subcode.
Invoice Number
The number of the invoice. This is a Status Filter.
Issue Assigned To
The person the issue is assigned to (from Contact Manager contact list)
Issue Cost
The cost associated with the issue (Issue Tracker).
Issue Effective Date
The effective date associated with the issue (Issue Tracker).
Issue Status
The status associated with the issue (Issue Tracker).
Issue Type
The Type associated with the issue (Issue Tracker).
Load Factor %
Load Factor Percentage.
Logical Device Code
Same as meter code. (A meter is called a Logical Device.)
Logical Device Name
Same as meter display name. (A meter is called a Logical Device.)
Logical Device Type Name
Identifying the Device as a Meter, Counter or Weather Station.
Message Begin Date
The earliest date the Account Message will be displayed.
Message End Date
The latest date the Account Message will be displayed.
Meter Code
The code of a Meter (also called a Logical Device). See Setup-Facilities to create new meters or to manage existing meters.
Meter Cost
The cost associated with the meter.
Meter Group Category Code
The code for the Meter Group (Group Properties).
Meter Group Category Name
The name for the Meter Group (Group Properties).
Meter Group Code
The code of a Meter Group. See Setup-Groups-Meter Groups to create new groups of meters or to manage existing groups.
Meter Group Name
The display name of a Meter Group. See Setup-Groups-Meter Groups to create new groups of meters or to manage existing groups.
Meter Name
The display name of a Meter (also called a Logical Device). See Setup-Facilities to create new meters or to manage existing meters.
Meter Serial Number
The serial number stamped on the utility meter and usually shown on the utility bill. Use Meter Properties - Specific tab to track meter serial numbers.
Num Of Months
Number of months (1-12) included on the report.
Number of Actual Months
the number of months that EnergyCAP will use in preparing the Report.
Number of Months (1-12)
The number of months included in the report.
Observation Date
The Date of the Channel observation (see CH08 report).
Observation Method Name
The observation method of a channel reading (interval data or meter reading).
Observation Time
The time of a channel reading (interval data or meter reading).
Observation Type Code
The code of an Observation Type (a bill line item); see Tools - Unit System - Types.
Observation Type Name
The display name of an Observation Type (a bill line item); see Tools - Unit System - Types.
Organization
A Place Group; see Setup - Groups - Place Groups.
Pay Status
The status of the payment check. Use the Administrator program to import bill payment data.
Percent Change
Difference between baseline and current bill, expressed as a percentage (Cost Avoidance).
Place Area
Total area associated with the place, expressed in either square feet or square meters (Place Properties/Building tab).
Place City
The City portion of the address for a place.
Place Code
The code of a Place. See Setup-Facilities to create new places or to manage existing places. Both buildings and organizational levels (divisions, departments, etc) are called Places. See also Topmost Place.
Place Country
The Country portion of the address for a place.
Place Group Code
The code of a Place Group. See Setup-Groups-Place Groups to create new groups of places or to manage existing groups.
Place Group Name
The display name of a Place Group. See Setup-Groups-Place Groups to create new groups of places or to manage existing groups.
Place Group Type Code
The Code for the Place Group Type.
Place Name
The display name of a Place. See Setup-Facilities to create new places or to manage existing places. Both buildings and organizational levels (divisions, departments, etc) are called Places. See also Topmost Place.
Place Postal Code
ZIP or other postal code for Place(s).
Place State
The State portion of the address for a place.
Place Type
The value in the Place Type field; see Place Properties.
Place Type Code
The Code for the Place Type (Place Properties.General tab). Examples: Organization, Building, Site
Place Type Name
The Name for the Place Type (Place Properties.General tab). Examples: Organization, Building, Site
Postal Code
The Postal Code for the address referenced in the report.
Project Name
The Budget Code and Budget Version. A Budget can have multiple versions.
Property Caption
Describes the logical device property (i.e., import ID, serial #, date installed)
Property Value
Data (value) associated with the logical device property (i.e., import ID, serial #, date installed)
Rate Code
The code of a Rate record; see Accounting - Rates.
Rate Effective Date
The effective date of the rate.
Rate Name
The name of the rate.
Report Name
The name of the report (filter for SU19 report).
Report Type
The type of report (filter for SU19 report).
Route Code
The Code for the meter or counter route.
Route Name
The Name for the meter or counter route.
Season Name
The Name of the season (used in establishing rate periods).
Season Set Code
The Code for the season set (used in establishing rate periods).
Service Begin Date
The date on which an account's service began. Use Account Properties - Services to track account service dates.
Service End Date
The date on which an account's service ended. Use Account Properties - Services to track account service dates. Bills cannot be entered that have a start date later than account service end date.
Severity (0-4)
The severity code of an audit or bill message. 0-pass, 1-low, 2-moderate, 3-severe, 4-fail.
Start Month
The first month included in a report. This allows the report to be processed on a fiscal year basis (ex: When Start Month is set to 7, the report will be on a July fiscal basis).
Start Time
The start time for interval data included in a report.
State
State/province abbreviation from the Address block of a place, meter or account.
Status
The status of an audit result: Problem, Fixed, Ignored
Tax ID Number
The Vendor tax identification number.
Telephone Area Code
The telephone area code for a contact.
Template Code
The Code for the Bill Entry Template.
Template Effective Date
The Effective Date of the template.
Template Name
The Name of the Bill Entry Template.
Time of Use Name
The name for the Time of Use associated with the rate (i.e., On-Peak, Off-Peak).
Time of Use Period Name
The name for the Time of Use Period associated with the rate (i.e., On-Peak, Off-Peak).
Time Zone
The Time Zone associated with the logical device (Meter Properties/General tab).
Topmost Cost Center Code
The code of a Cost Center in the Account Manager treeview. ALL accounts located anywhere under this treeview node will be included. This varies from the Cost Center Code filter that requires an account to be assigned DIRECTLY to that Cost Center.
Topmost Cost Center Name
The display name of a Cost Center in the Account Manager treeview. ALL accounts located anywhere under this treeview node will be included. This varies from the Cost Center filter that requires an account to be assigned DIRECTLY to that Cost Center.
Topmost Place Code
The code of a Place in the Facility Manager treeview. ALL places and meters located anywhere under this treeview node will be included. This varies from the Place Code filter that requires a meter to be assigned DIRECTLY to that Place.
Topmost Place Name
The display name of a Place in the Facility Manager treeview. ALL places and meters located anywhere under this treeview node will be included. This varies from the Place Code filter that requires a meter to be assigned DIRECTLY to that Place.
Total Cost
The total cost associated with the bill.
Unit Code
The Code for the consumption unit of measure (ex: kWh for electricity).
Unit Name
The Name for the consumption unit of measure (ex: kWh for electricity).
Unit Type Code
The Unit Type Code from the units tab of the unit system.
Unit Type Name
The Unit Type Name from the units tab of the unit system.
Use
Consumption quantity
User Code
The code (User ID) of an Energy CAP user. See Setup-Users to create and manage Users.
User Field
The value in a user-defined field. User-defined fields for meters, accounts, places and vendors are activated through the Administrator program, and are then entered and edited via Properties.
User Name
The display name of an Energy CAP user. See Setup-Users to create and manage Users.
User Rights
The User Roles from the permissions tab of the create user screen
Vendor City
The City portion of the Vendor address.
Vendor Code
The code of a Vendor. See Setup-Contacts to create new vendors or to manage existing vendors.
Vendor Country
The Country portion of the Vendor address.
Vendor Name
The display name of a Vendor. See Setup-Contacts to create new vendors or to manage existing vendors.
Vendor Postal Code
The Postal Code portion of the Vendor address.
Vendor State
The State portion of the Vendor address.
Weather Channel
The code of a weather channel, typically Mean Temperature.
Weather Station Code
The code of a Weather Station. See Setup-Weather Stations to create new weather stations or to manage existing weather stations.
Weather Station Name
The Name of the weather station.
Year One
The first year (format yyyy) of a multi-year report.
Year Three
The third year (format yyyy) of a multi-year report.
Year Two
The second year (format yyyy) of a multi-year report.
Status Flags
Bill Account is Active
A value of Yes (True, 1) means that the account is active (i.e. the Active checkbox is checked in Account Properties - Services). This is a Status Filter.
Bill Accrual Flag
A value of Yes (True,1) means that this bill was created via the accrual module. Both accruals and their subsequent accrual reversals have this flag set to Yes. This is a Status Filter.
Bill Accrual Reversed Flag
A value of Yes (True,1) means that this bill is an accrual reversal that was created via the accrual module. When the reversal is created, both the accrual and the accrual reversal have this flag set to Yes. This is a Status Filter.
Bill Export Hold
A value of Yes (True,1) means that this bill is on export Hold. It will not be eligible for export until toggled off of Hold (right click from Export Hold list in Work Flow Manager.) This is a Status Filter.
Bill Has Been Exported
A value of Yes (True,1) means that this bill was exported to A/P. (See also G/L Exported.) This is a Status Filter.
Bill Has Been G/L Exported
A value of Yes (True,1) means that this bill was exported to G/L. (See also Exported.) This is a Status Filter.
Bill Held in Import Queue
A value of Yes (True,1) means that this bill was held in the Import Queue.
Bill Import Verified
A value of Yes (True,1) means that this bill (1) was imported into Energy CAP and (2) was verified via right click from the Import Verified bill list in the Work Flow Manager. Bills that are not imported have the Import Verified flag set to 1 automatically. The purpose of the Import Verified work flow list is to allow you to quickly review, audit or delete an entire group of imported bills in the event that you discover a problem with the source file (wrong month,wrong format, missing data, etc). This is a Status Filter.
Bill is Approved
A value of Yes (True, 1) means that this bill has been approved. The approval process is optional and is activated via Tools - Work Flow Wizard. If the approval process is not activated, all bills are flagged as approved when created. This is a Status Filter.
Bill is From a Vendor
A value of Yes (True,1) means that this bill is a payable from an outside utility vendor. A value of No (False, 0) means that this bill was created internally by an EnergyCAP process for accounting, billing or chargeback to a Customer. These "customer" bills will generally be shown as "simulated" in the Creation column of Account Manager bill lists. Processes that create simulated bills include the split processor and the virtual bill processor. This is a Status Filter.
Bill is Void
A value of Yes (True,1) means that this bill was voided. Normally, voided bills are excluded from reports. This is a Status Filter.
Operator Descriptions
| All | All records are included (i.e. the filter is ignored). |
| Equals | The data must be exactly equal to the filter value (but not case sensitive). |
| Not Equals | The data must be different than the filter value (but not case sensitive). |
| Less Than | The data must be alphabetically or numerically less than (NOT including) the filter value. (Use "Less than equals" to include the filter value.) |
| Between | A "range" of values. The starting and ending values are INCLUDED (ex: Between B and D includes both B and D.) |
| One of | "Multiple "equals" choices. Hold down the Ctrl key and click to select the choices. |
| Greater than | The data must be alphabetically or numerically greater than (NOT including) the filter value. (Use "Greater than equals" to include the filter value.) |
| Less then equal | The data must be alphabetically or numerically equal to or less than the filter value. (Use "Less than" to exclude "equals the filter value.") |
| Greater than equal | The data must be alphabetically or numerically equal to or greater than the filter value. (Use "Greater than" to exclude "equals the filter value.") |
| Like | A "wildcard" condition that uses the wildcard indicator of *. (ex: Place Code Like 12* will include all Place Codes that begin with "12" while Place Code Like *12* will include all Place Codes with "12" anywhere in the code and Place Code like *12 will include just codes that end with "12".) |
| Not like | A "wildcard" that is the opposite condition of Like. |
| Not one of | Multiple "not equals" choices. Hold down the Ctrl key and click to select the choices. |
| Not Between | Excludes a "range" of values. The starting and ending filter values are excluded as well. |
| Yes/True/1 | A Positive flag has a value of Yes, True, Y, T or 1 |
| No/False/0 | A Negative flag has a value of No, False, N, F or 0 |
| Null | A Null value is empty. This is NOT the same as a space bar, underscore or 0. Those are all non-null values. |