Reports

MeterBase generates reports for portfolio-wide energy cost tracking, property-level detail, and savings documentation. Use reports for stakeholder presentations, budget planning, and compliance.

---

Report Types

Portfolio Energy Cost Report

A high-level view of energy costs across all properties in a portfolio.

Included sections:

Section	Content
Executive Summary	Total portfolio cost, average cost per unit, month-over-month change
Property Rankings	Properties sorted by total cost, cost per unit, or cost per sqft
Trend Analysis	Monthly cost trend chart for the past 12 months
Cost Breakdown	Aggregate energy vs. demand vs. fixed charges across the portfolio
Savings Opportunities	Top 10 properties with the highest savings potential
Year-over-Year	Same-period comparison against prior year (if data exists)

Web UIAPI

1. Navigate to a portfolio
2. Click Reports > Portfolio Report
3. Select date range
4. Click Generate

curl -X POST https://api.meterbase.io/api/reports/portfolio \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "portfolio_id": 1,
    "start_date": "2025-04-01",
    "end_date": "2026-03-31",
    "format": "pdf"
  }'

Property Detail Report

A deep dive into a single property's energy profile.

Included sections:

Section	Content
Property Overview	Address, utility, current tariff, unit count, sqft
Bill History	Table of all bills with cost, usage, demand, and rate
Cost Trend	Monthly cost chart with seasonal annotations
Usage Analysis	kWh trend, cost per kWh, load factor
Rate Analysis	Current tariff breakdown with all charge components
Savings Analysis	Best alternative tariff and estimated annual savings
Tenant Billing Summary	RUBS history (if applicable)

Web UIAPI

1. Navigate to a property
2. Click Reports > Property Report
3. Select date range
4. Click Generate

curl -X POST https://api.meterbase.io/api/reports/property \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "property_id": 1,
    "start_date": "2025-04-01",
    "end_date": "2026-03-31",
    "format": "pdf"
  }'

Savings Summary Report

A focused report on savings opportunities and actions taken.

Included sections:

Section	Content
Total Savings Identified	Aggregate savings potential across all analyzed properties
Actions Taken	Properties where rate changes have been implemented
Realized Savings	Actual savings measured from bill data after rate changes
Remaining Opportunities	Properties with untapped savings potential
Priority List	Properties ranked by savings potential for action

---

Output Formats

Format	Description	Use Case
PDF	Formatted report with charts and tables	Stakeholder presentations, printed reports
CSV	Raw data export	Further analysis in Excel or BI tools
JSON	Structured data	Integration with other systems

Specify the format in the API request or select it from the dropdown in the web UI.

---

Generating Reports

Date Range Selection

All reports require a date range. Common presets are available:

• Last 30 days
• Last 90 days
• Last 12 months
• Year to date
• Custom range

12-Month Range

For the most complete analysis, use a 12-month range. This captures seasonal variation and provides the most accurate year-over-year comparisons.

Scheduling (Enterprise)

Enterprise tier users can schedule reports to generate automatically:

curl -X POST https://api.meterbase.io/api/reports/schedule \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "report_type": "portfolio",
    "portfolio_id": 1,
    "frequency": "monthly",
    "format": "pdf",
    "recipients": ["manager@company.com", "cfo@company.com"]
  }'

Scheduled reports are generated on the first of each month and emailed to the specified recipients.

---

Downloading Reports

From the Web UI

Generated reports appear in Reports > History. Click the download icon to save the file.

From the API

# Generate a report (returns a report ID)
REPORT_ID=$(curl -s -X POST https://api.meterbase.io/api/reports/portfolio \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"portfolio_id": 1, "start_date": "2025-04-01", "end_date": "2026-03-31", "format": "pdf"}' \
  | jq -r '.report_id')

# Download the generated report
curl -o portfolio-report.pdf \
  "https://api.meterbase.io/api/reports/$REPORT_ID/download" \
  -H "Authorization: Bearer $TOKEN"

Generation Time

Report generation typically takes 5-30 seconds depending on the number of properties and date range. Large portfolios (100+ properties) may take up to 2 minutes. The API returns the report ID immediately; poll the status endpoint or use the web UI progress indicator.

---

Report Data Freshness

Reports use the most recent data available at generation time. To ensure reports reflect the latest information:

• Upload any pending utility bills before generating
• Re-run savings analysis if tariff data has been updated
• Sync PMS data if using Propexo for tenant billing

Generated reports are snapshots and do not update automatically. Re-generate if the underlying data changes.