Efficiency Reports: Site & Meter Overview

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Understanding the site & Meter overview report

Learn how to use and understand the Site & Meter Overview report.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. The Site & Meter Overview is available to those using the Efficiency module within PRO CRM and can be enabled at either Global (via Admin > Portal Reports) or Local (via Customer/Lead > Portal Reports) from within the Partner CRM.
  2. This report provides details and rankings of consumption by site, allowing your customer to easily understand and prioritise their portfolio.
  3. The charts at the top of the report, show usage by both percentage and numerical value, whilst the Monthly Usage Breakdown at the bottom of the page shows values for all sites on a month-by-month basis.
  4. Data can be refined further by using the dropdown filters at the top of the report.
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