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Status Delivered
Created by Guest
Created on Dec 6, 2023

Account Exclusions for Energy Star Portfolio Manager Sync

Useful because sometimes there are accounts tracked in Envizi that you might not want to report on in ESPM or that would skew the data in ESPM. You can delete these accounts after a sync but they will regenerate at the next sync. A possible solution is to introduce a new ‘Tag’ that users can apply on Accounts to exclude them from the sync.

Idea priority Medium
Needed By Month
  • Admin
    Eugene Yu
    Reply
    |
    Sep 20, 2024

    The requested feature has been released to production.

    Apply the following new tag to an account or meter in Envizi will completely exclude it from EnergyStar API data sync (under both Full and Partial sync mode).

    • Tag Type = EnergyStar Generic

    • Tag = Exclude from EnergyStar Data Sync

    Read more about the new feature here https://knowledgebase.envizi.com/home/energy-star-collecting-data-in-envizi

  • Admin
    Eugene Yu
    Reply
    |
    Mar 4, 2024

    Thanks for raising the idea. It is a good suggestion and we will review this at a later stage together with other Energy Star module related enhancements.