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How To Series Guide to Custom Reporting in Portfolio Manager EPA's ENERGY STAR Portfolio Manager tool helps you measure and track the energy and water use, waste and materials, and greenhouse gas
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How to fill out guide to custom reporting

01
Start by gathering all the necessary data and information that you want to include in the custom report.
02
Identify the key metrics, insights, and trends that you want the custom report to highlight.
03
Choose a reporting tool or software that best suits your needs for custom reporting.
04
Create a clear and organized structure for the custom report, dividing it into sections or categories.
05
Determine any specific visualizations or charts that will effectively present the data in the report.
06
Design the layout and format of the report, ensuring it is visually appealing and easy to understand.
07
Fill out the guide by sequentially entering the relevant data and information into each section of the report.
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Review and proofread the completed custom report to ensure accuracy and coherence.
09
Share the guide to custom reporting with the intended audience or stakeholders.

Who needs guide to custom reporting?

01
Business analysts who need to analyze and present complex data for decision-making purposes.
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Marketing professionals who require tailored reports to measure campaign performance and ROI.
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Financial executives who need custom reports to assess financial performance and forecast future trends.
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Project managers who want to track project progress and communicate results effectively through custom reports.
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Consultants who provide clients with detailed reports that address specific business needs.
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Management teams who rely on custom reports to monitor key performance indicators and make informed decisions.
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The guide to custom reporting is a set of instructions and guidelines for individuals or businesses on how to report customs information accurately.
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Information such as the description of goods, their value, country of origin, and the importer or exporter's details must be reported on guide to custom reporting.
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