understanding the site page

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1 of 3 For questions, contact [email protected]. Understanding the Site Page 1 Open your web browser and navigate to https://www.enernoc-ubm.com. On the login screen, enter your username and password and click Login. 2 Once logged in, locate your site using the Site and Account Details section of the Site Data menu. For a complete guide on how to locate your site, reference the How to Log In and Locate Your Site job aid. 3 Click on the Commodity that you are interested in reporting on. In this example, we choose Natural Gas. 4 If you are having trouble finding an Account Number, that Account may be Closed. Click the Show Closed Accounts checkbox (Closed Accounts will be shown in italics). Icons listed on the Site and Accounts Details page and their function: Edit: Allows you to edit the Account details. Notepad: Opens up the Notepad screen where you can read or add Account comments. Email Report: Emails a Report that will list all of the Accounts under the Commodity you have selected. Report Query: Opens up a Query that will be sent to the EnerNOC Utility Bill Management team.

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Page 1: Understanding the Site Page

1 of 3

For questions, contact [email protected].

Understanding the Site Page

1 Open your web browser and navigate to https://www.enernoc-ubm.com. On the login screen, enter your username and password and click Login.

2 Once logged in, locate your site using the Site and Account Details section of the Site Data menu. For a complete guide on how to locate your site, reference the How to Log In and Locate Your Site job aid.

3 Click on the Commodity that you are interested in reporting on. In this example, we choose Natural Gas.

4 If you are having trouble finding an Account Number, that Account may be Closed. Click the Show Closed Accounts checkbox (Closed Accounts will be shown in italics).

Icons listed on the Site and Accounts Details page and their function:

Edit: Allows you to edit the Account details.

Notepad: Opens up the Notepad screen where you can read or add Account comments.

Email Report: Emails a Report that will list all of the Accounts under the Commodity you have selected.

Report Query: Opens up a Query that will be sent to the EnerNOC Utility Bill Management team.

Page 2: Understanding the Site Page

2 of 3

For questions, contact [email protected].

5 Selecting an Account Number will open up the Billing History page.

Icons listed on the Billing History page and their function:

Print Bill Images: Exports a PDF of any physical Utility Bills you have selected in the Print column.

Notepad: Opens up the Notepad screen where you can read or add Account comments.

Bill Image: Exports a PDF of the physical Utility Bill.

Email Report: Emails a Report that will list all of the Accounts under the Commodity you have selected.

Report Query: Opens up a Query that will be sent to the EnerNOC Utility Bill Management team.

Data Export: Exports all of the data on the screen as an Excel file.

Export to PDF: Exports all of the data on the screen as a PDF.

Page 3: Understanding the Site Page

P15164 © EnerNOC, Inc. All rights reserved.

For more information, visit enernoc.com/university. 3 of 3

6 Click on a Bill Date to open up the Bill Details page. The top half of the Bill Details page contains a financial summary and a pie chart of the Cost Split by Class.

8 The bottom half of the Bills Detail page contains the Line Item Details for that bill.

Icons listed on the Billing History page and their function:

Bill Image: Exports a PDF of the physical Utility Bill.

Email Report: Emails a Report that will list all of the Accounts under the Commodity you have selected.

Report Query: Opens up a Query that will be sent to the EnerNOC Utility Bill Management team.

Payment Details: Opens the Payment Details page containing payment information for that bill.

Export to PDF: Exports all of the data on the screen as a PDF.

For questions, contact [email protected].