Create Reports
To create a report, configure the following steps:
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Log in to ChargePoint Platform.
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Navigate to Reports > + Create report.
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Select one of the following report types to proceed.
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Under Select assets, specify the organization(s).
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Click 2 Select parameters > to customize the filters.
Click the
icon, enter a value and click Reset to customize results for that specific parameter. Click Select all if you want to use all the filters. Reports Report Type Description Parameters
Sessions
Create a high-level summary of session activity, based on your chosen criteria.
Customize your report by selecting the following parameters:
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Date
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Cumulative Sessions
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Total Sessions
Energy report
Track the amount of energy dispensed by chargers, filtered by your selected parameters.
Customize your report by selecting the following parameters:
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Date
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Cumulative Energy
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Total Energy
Power
Track power usage across a period of time, based on your chosen criteria.
Customize your report by selecting the following parameters:
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Date
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Time Slice
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Total Power
Unique drivers
Track individual users charging their vehicles at your stations for a selected period of time.
Customize your report by selecting the following parameters:
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Date
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Port Count
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Unique Drivers
Stations
Analyze station usage data.
Customize your report by selecting the following parameters:
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Date
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Cumulative Sessions
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Total Sessions
Average Utilization
Analyze charger utilization rates with the ability to apply various filters.
Customize your report by selecting the following parameters:
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Average Utilization
Org Name
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Org ID
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Ports in Most Utilized Radio Group
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Radio Group with Highest Utilization
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Total Ports
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Total Radio Groups
Ports
Track the number of ports in usage.
Customize your report by selecting the following parameters:
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Date
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Cumulative Ports
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Total Ports
Session details
Analyze charging session details based on the choice of your criteria.
Customize your report by selecting the following parameters:
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Date
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Address 1
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Address 2
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Charging Time
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City
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Country
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County
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Currency
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Driver name
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Driver Zip or Postal code
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End Soc
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End Time
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End Timezone
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Ended By
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EVSE ID
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Fee
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Gasoline Savings
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GHG Savings
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Latitude
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Longitute
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MAC Address
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Model Number
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OnRamp ID Tag
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Org Name
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Payment Terminal Session ID
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Plug In Event ID
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Plug Type
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Port Number
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Port Type
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Power Block MAC ID
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Power Block Name
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Power Block Serial Number
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Start Soc
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Start Time
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Start Timezone
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State or Province
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Station Name
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System Serial Number
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Total Duration
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Transaction ID
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Transaction Time
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Vehicle MAC ID
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Vehicle Charge User ID
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Zip or Postal Code
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Click Preview to view a sample of your report. Click Cancel if you want to discard the changes.
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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.
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Once
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Daily
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Weekly (any day)
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Monthly
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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:
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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.
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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.
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Click Create report.
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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.
