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Navigate to Portfolio → Reports → Performance This report outputs energy use metrics associated with any space to which an energy meter is assigned (e.g. Base Building, Tenant Spaces, Exterior/Outdoor/Parking), independent of energy reporting level or in-metric meters status.
Click here to learn how space-based performance metrics are calculated.

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About the Report

All meters should be assigned to their appropriate space type or excluded from analysis prior to generating this report to ensure accurate and complete metrics. Click here to learn how.
  • Reporting Period: Monthly and annual performance trends and consumption values are provided for each meter, property, and portfolio for the selected reporting period, as well as for the preceding 12 months.
  • Properties: This report includes all properties associated with the portfolio that were owned at any time during the selected 12-month reporting period. Metrics are reported only for periods that fall within each property’s ownership period.
  • Meters: All energy metrics are driven by consumption from all meters assigned to a space type, regardlesss of Energy Reporting Level or in-metric status.
The following performance metrics are included in this report for the portfolio and all properties, with consumption and emissions values additionally provided for meters.
Metric
Total Energy - (Assigned) Base Building (Common Areas)
Total Energy - (Assigned) Base Building (Shared Services)
Total Energy - (Assigned) Tenant Spaces (Landlord Controlled)
Total Energy - (Assigned) Tenant Spaces (Tenant Controlled)
Total Energy - (Assigned) Outdoor / Exterior Areas / Parking Landlord Controlled
Total Energy - (Assigned) Outdoor / Exterior Areas / Parking Tenant Controlled
Total Energy - (Assigned) EV Charging (kWh)
Green Power - Offsite Purchased (kWh)

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EXCEL Tabs

The report is organized into multiple tabs that include monthly and annual trends across meters and properties, along with a portfolio-level summary. The Portfolio Trends (Annual) tab summarizes energy trends across the entire portfolio. What you’ll find:
  • Annual energy use metrics for each building and exterior space type.
Screenshot 2026 01 17 At 3 00 34 PM
The Property Trends (Annual) tab shows annual energy use and data quality trends for each space type within each property in the portfolio. What you’ll find:
  • Property-level details
  • Annual energy use metrics for each building and exterior space type.
  • Annual data quality metrics for each property
    • Data Completeness (%)
    • Number of meters with identified gaps and overlaps.
Why it matters: This view helps identify specific space types with high and low energy use across all properties. Screenshot 2026 01 17 At 3 03 42 PM
The Property Trends (Monthly) tab shows monthly energy use trends for each space type within each property in the portfolio. What you’ll find:
  • Property-level details
  • Monthly energy use values for each building and exterior space type.
  • Trends over 24 consecutive months
Why it matters: Monthly data enables users to identify seasonality, operational changes, and unusual performance patterns that may not be visible in annual summaries alone.
The Meter Trends (Annual) tab presents annual energy use and data quality metrics for every meter in every property across the portfolio. What you’ll find:
  • Property-level reference details
    • Energy Reporting Level
  • Meter-level details
    • Activation periods, Meter type & subtype, Space assignment, Scope designation, etc.
  • Year-over-year emissions trends for each meter
  • Year-over-year Onsite Green Power trends for each meter
  • Annual data quality metrics for each meter
    • Data Completeness (%)
    • Specific Gaps over 24-month period
    • Specific Overlaps over 24-month period
Why it matters: This tab provides transparency into how property and portfolio-level emissions are calculated from underlying meter data, taking into account the property Energy Reporting Level.

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Reference Values

The Reference Values tab contains the emissions factors applied for each meter and month for every property in the portfolio to support transparency, data auditing and reporting.