Type a title for the report in the text box.

To select a group of tenants that share the same rate, click Select Sources to open the source selector dialog. Select a view name or Virtual Meter in the View drop-down list. Select one or more tenant names, one or more devices under a tenant name, or one or more virtual meters. Click OK to add your selections to the report.

To add additional groups of tenants that share other rates, click the "Plus" icon besides the source selector.

To add rates for the groups of tenants, select a rate from the drop-down list for each tenant group.

Use this input to select the timeframe for the data you want to view in the report.

Select the reporting period from the dropdown list. The timeframe options in the timeframe dropdown are relative to the date the report is run. To run a report that starts and ends in the past, select the fixed date option. Type a start and end date in the date boxes or click the arrows beside the dates to display a pop-up calendar and select a date. Type a time in the time boxes or click the up and down arrows beside the time to adjust the hours or minutes up or down. You can also run a report that starts and ends in the future. You must manually add the future data. You can use any tool to generate future data. For example, use Manual Data Editor to manually enter measurement data.

Select the timezone you want to view timestamps in.

Select the rate structure to apply to this report. The rate determines how the cost for each source is calculated.

Select the XML transform (xslt) file (via file share or physical path) to transform the default XML output into a specific format.

Technical knowledge of XML and XSLT is recommended.

Type the name of the XML output file (including the file share or physical path) that is created after the XML transform has been applied. For example: C:\bill_report\MonthlyBillingDataMain.xml.

Selecting Yes overwrites an existing file if it exists and selecting No appends the new data to an existing file.

Apply further transformation of the XML file by selecting a stylesheet file to create an HTML page to display of the billing data with enhanced formatting.

Technical knowledge of XML, XSLT, and HTML is recommended.

Save Billing Totals calculates the billing total per Tenant (Source) and writes the value back into the database so that it can be used in other applications, such as Dashboards, Diagrams or Reports.

Select Yes to email the transformed XML output ('XML Export File') to the addresses specified in Email Recipients.

Enter a comma-separated list of email addresses to which to email the transformed XML.

Select to order the list of bills in the report output by tenant name or by rate file name.