Create Reports

To create a report, configure the following steps:

  1. Log in to ChargePoint CMS Suite.

  2. Navigate to Reports > + Create report.

  3. Select one of the following report types to proceed:

    Organizations:

    • Drivers: Track and manage driver-level charging activity across your network.

    • Excise Tax Details: Access detailed excise tax information for all your transactions.

    • Excise Tax Summary: Generate a summary of excise tax calculations.

    • Organization Statement Details: View detailed organizational transaction elements.

    • Organization Statement Summary: Access a summary of organizational account statements.

    • Tax Details: Generate a report on comprehensive tax information.

    • Tax Summary: Generate tax related transaction reports.

    • Tax - Usage and Fees: Build a report to track tax applied to energy usage and service fees information.

    • Energy Group Audit Log: Review audit trail of energy groups actions.

  4. Under Select assets, select specific organization(s).

    Select relevant components under Filters to customize your results. Click Remove all to clear all the filters.

  5. Click 2. Select parameters > to configure parameters to refine the report.

    You can select parameters individually or click the component under Parameter Groups to select all the parameters populated under the group. You can also click Select All to include all the parameters in the report.

    You can customize the order in which the parameters appear in a report. Under Column Order drag or use arrows to set the order of parameters. Selected parameters will appear here in the order they will be exported. Click Clear to discard the order.

  6. Click Preview to view a sample of your report. Click Cancel if you want to discard the changes.

  7. Click 3 Finish report setup >.

    Provide the following information to complete the report setup:

    Reports
    Field Name Description

    Recurrence

    Select one of the following options from the drop-down list to specify the frequency at which the report should be generated.

    • Once

    • Daily

    • Weekly (any day)

    • Monthly

    • Quarterly (1st Jan, 1st April, 1st Jul, 1st Oct)

    Report name

    Enter a unique and descriptive name for the report, that reflects the report’s purpose or the data it covers.

    Format type

    Select the format in which you would like to receive your report.

    CSV - Ensure that the appropriate Decimal Separator, Separator, Enclosure, and Unit system are selected to prevent formatting issues when opening the file on your local machine. The choice of CSV separators determines how values, especially numbers with decimals are stored in the CSV file. This becomes critical when opening the file in Excel, as mismatched separators can lead to misinterpretation of data. For example:

    • If Excel is configured to use the period (.) as the decimal separator and the CSV file also uses a period (.), the number 2.345 will appear correctly in Excel as 2.345.

    • However, if Excel is set to use the comma (,) as the decimal separator, and the CSV still uses a period (.), Excel may misinterpret 2.345 as 2345, resulting in inaccurate values.

    This issue is further amplified when working with high-precision values (e.g., 2.345678901234567890). In such cases, Excel might interpret the period as a thousands separator, turning the number into something like 2,345,678,901,234,567,890.0. These excessively large values may exceed Excel’s supported number range, causing the data to be dropped entirely—leaving the corresponding cells empty. To avoid these issues, it’s important to ensure that both Excel and the CSV file use the same decimal separator. You can do this in two ways, adjust the locale settings in Excel on your local machine to match the separator used in the CSV file or configure the decimal separator setting on the ChargePoint platform when generating a new report. This alignment ensures data is displayed correctly and prevents loss or misrepresentation of numeric values.

    Select the appropriate Unit system - SI/Metric or USCS/Imperial for the following formats:

    CSV

    JSON

    JSONL

    PARQUET

    EXCEL

    Export recipient (optional)

    Enter details of the recipient who should receive the report.

    + Add recipient

    Enter details of additional recipients who should receive the report.

  8. Click Create report.

  9. Click Cancel to discard the changes and close the window.

The newly created report will be added to the Report List overview page. Click on the horizontal ellipsis (...) under the Actions parameter to Download, Duplicate or Regenerate the report.