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Navigate to Portfolio → Reports → Performance → ‘Energy / Water / Waste’
This report is based on Whole Building performance metrics, which are driven by all in-metric meters associated with each property.
This Excel report is designed to support ESG reporting, investor disclosures and detailed performance analysis. Users can generate the report for multiple utility types, including:
  • Energy & Emissions: Monthly & annual trends at the meter, property and portfolio-level.
    • Broken down by energy type, location-based and market-based emissions
  • Water: Monthly & annual trends at the meter, property and portfolio-level.
  • Waste: Monthly & annual trends at the meter, property and portfolio-level.
    • Broken down by waste and disposal types.

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About the Report

  • 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: This report includes whole building performance and data quality metrics driven by all in-metric meters associated with the included properties.
The following performance metrics are included in this report, along with supporting metrics (e.g., green power), at the meter, property, and portfolio levels where applicable.
Energy & Emissions ReportWater ReportWaste Report
Total Weighted ENERGY STAR ScoreTotal Water Use IntensityTotal Waste
Total Energy Use IntensityTotal WaterLandfill Waste
Total EnergyIncineration Waste
Total ElectricityWaste to Energy Waste
Total Green Power - OnsiteRecycled Waste
Total Green Power - OffsiteDonated/Reused Waste
Total FuelComposted Waste
Total District & HeatingOther Waste
Total (Location-Based) Emissions
Total (Location-Based) Emissions Intensity
Total (Market-Based) Emissions
Total (Market-Based) Emissions Intensity
Total Direct Emissions
Total Indirect (Location-Based) Emissions
Total Indirect (Market-Based) Emissions

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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 performance across the entire portfolio on an annual basis. What you’ll find:
  • Portfolio-level consumption aggregations
  • Year-over-year performance trends broken down by energy, water and waste type
  • Summary of properties with data quality issues.
Screenshot 2026 01 17 At 11 42 19 AM
The Property Trends (Annual) tab shows annual performance and data quality metrics for each property in the portfolio. What you’ll find:
  • Property-level details
  • Year-over-year performance trends broken down by energy, water and waste type
  • Annual data quality metrics for each property
    • Data Completeness (%)
    • Number of meters with gaps
    • Number of meters with overlaps
Why it matters: This view helps identify high and low performing properties within the portfolio, potential performance anomalies and data quality issues across all properties. Screenshot 2026 01 17 At 11 48 49 AM
The Property Trends (Monthly) tab provides month-by-month performance data for each property. What you’ll find:
  • Property-level details
  • Month-over-month performance trends broken down by energy, water and waste 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 performance data at the individual meter level. What you’ll find:
  • Meter-level details
    • Activation periods, Date last updated, Meter type/subtype, Space assignment, etc.
  • Year-over-year consumption 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
    Screenshot 2026 01 17 At 11 52 18 AM
Why it matters: This tab provides transparency into how property and portfolio-level metrics are calculated from underlying meter data.
The Meter Trends (Monthly) tab shows detailed monthly data for individual meters. What you’ll find:
  • Meter-level details
    • Activation periods, Date last updated, Meter type/subtype, Space assignment, etc.
  • Month-over-month consumption trends for each meter
  • Monthly data quality metrics for each meter
    • Months with Jumps from Previous Year
    • Data coverage events
Why it matters: This level of detail supports deeper analysis, validation, and investigation of data anomalies, such as unexpected changes in consumption.

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Reference Values

The Reference Values tab is provided only for the Energy & Emissions report and contains the emissions factors applied for each meter and month for every property in the portfolio. Why it matters: Providing reference values improves transparency and supports emissions data auditing and reporting.

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Energy Cost Report

The energy cost report includes the same metrics and structure as the Portfolio Performance & Data Quality Report except that cost metrics are reported in place of consumption metrics.