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Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts &...

Date post: 01-Jun-2020
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Log in to Portfolio Manager, navigate to Reporting tab and click “Create a New Template” button
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Page 1: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Log in to Portfolio Manager, navigate to Reporting tab and click “Create a New Template” button

Page 2: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Enter Name

Select “Baseline Year” Time frame

Page 3: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Select “Multiple Properties”

Page 4: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average
Page 5: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Using filters, choose properties to include in report

Check box to Select all filtered properties

Page 6: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average
Page 7: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Select these reporting items for the template

Page 8: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average
Page 9: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Generate a new report using the template you created

Page 10: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Once the report has been generated, download it as an Excel file

Page 11: Log in to Portfolio Manager, navigate to Reporting tab and ... · MyPortfolio Sharing Charts & Graphs Weather Normanzed Site How much energy would be reported on my bills, under average

Open downloaded “Baseline Year” report, select all and copy

In report spreadsheet, choose the “Baseline Year” tab, select all and paste content from downloaded report

Graphs and tables in all tabs should then update automatically


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