Portfolio Manager Custom Reporting Guide

Last updated: 08-11-2023
First page of the Portfolio Manager Custom Reporting Guide.

Use this five-page guide for step-by-step instructions on how to create a custom report in ENERGY STAR Portfolio Manager. Organizations and buildings are different and have specific needs, that’s why the reporting feature in Portfolio Manager offers a variety of reports and graphics to help you view and share metrics to best understand your building's performance.