Reports and Analytics

This covers everything under Reports & Analytics on the left side of Utilops. Running a report and printing it. Having a report emailed to the board every month without lifting a finger. Pulling a list of customers or payments into a spreadsheet. Reading the money numbers. Building a report of your own.

Reports only read your records. They never change a bill, a payment or a customer. So try them freely. Inside Utilops, the Show me how button at the top of every page replays the walkthrough for the page you are on.

Start with the quick start page

The monthly board packet lives under Accounting, but it is the report most offices run first.

• 17. Month end reports for the board

Then the lessons

1. Run a report and print it
2. Have a report emailed every month
3. Export a list to a spreadsheet
4. Pause a scheduled report
5. Read the month's money numbers
6. Build your own report
7. Undo a mistake

Then check what you learned. Seven questions, about five minutes.

Each page has a blue Show me button. It opens your Utilops and points at each thing to click. You do the step for real, then press Next. One button walks one path.

If something looks different

Some pages here are for reading, not doing. Operational Analytics, Predictive Analytics, Executive Dashboard and Advanced BI Integration show charts and trends. There is nothing to save on them. Open them when you are curious. No lesson is needed.

Your money statements live in two places. The plain income statement, balance sheet and trial balance are under Accounting, then Financial Reports. Financial Analytics here shows the same money as charts and ratios.

Each part of Utilops has its own reports too. Meter Reading, Compliance, Documents and Accounting each have a Reports page for the things only they track.

You do not see every page. Report Scheduler, Data Export and Custom Report Builder each need their own permission. Ask your administrator if one is missing.