Monthly Performance Reports
Metrics that explain IAQ and energy efficiency
A good report doesn’t just show charts. It helps you answer two questions each month: “Are we meeting indoor air quality targets?” and “Did we reduce energy waste without hurting comfort?”
What you should expect every month
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1
IAQ coverage by zone
A clear breakdown by floor or air-handling zone, not just building-wide averages.
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2
Energy outcomes you can defend
KWh and efficiency indicators tied to operation schedules and control changes.
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3
Actionable alerts and explanations
Not just “something changed,” but why it changed and what will happen next.
IAQ metrics to look for (and why they matter)
CO₂ and ventilation effectiveness
CO₂ is a proxy for occupancy-driven ventilation needs. Monthly reporting should connect CO₂ trends to schedule changes, occupancy assumptions, and any sensor drift checks. If CO₂ rises during low-occupancy hours, the report should flag either schedule misalignment or detection issues.
Airflow, runtime, and setpoint stability
Healthy IAQ depends on consistent airflow and stable control. Look for variability in supply airflow, ventilation runtime, and setpoint swings. Large swings often correlate with comfort complaints and wasted energy, because systems react late to changing conditions.
IAQ target attainment by hour
Instead of reporting only a monthly average, evaluate how many hours met targets for each zone. This helps you identify specific operating windows where ventilation needs differ from the baseline schedule.
Energy efficiency metrics that connect controls to savings
kWh, demand patterns, and weather context
Energy is never “just energy.” Monthly efficiency summaries should include weather context, so you can see whether changes came from improved scheduling or from a mild month. When the report accounts for outside temperature and forecast conditions, it becomes easier to compare month-to-month performance.
Heat recovery utilization
For heat recovery ventilation, utilization metrics show how often the system actually recovers heat when it should. If utilization drops in periods with suitable operating conditions, that’s a clear indicator for maintenance or control logic review.
Simultaneous IAQ and energy outcomes
The best reports show whether efficiency gains came while maintaining IAQ targets. A responsible monthly summary avoids “trade-off surprises” by making it obvious when ventilation reductions were matched with improved scheduling accuracy.
A simple way to read your report in 10 minutes
- Check IAQ attainment for the top 1–2 critical zones where occupancy and comfort are most sensitive.
- Compare energy against the baseline while scanning the weather/context note to avoid misattribution.
- Review the top alerts and ensure they include what changed, what failed to match expectations, and what the next adjustment will be.
If you manage multiple commercial office buildings, the same monthly structure helps stakeholders compare performance consistently, even when occupancy patterns and weather vary across sites.
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