Category Archives: Safari Reports

Safari 4.19 Preview: New Reports for Energy Marketers (Part 2)

Back in February we blogged about new reports for energy marketers available in Safari Version 4.19 “Part 1”. Well, the wait is over – here’s Part 2 of our breakdown of new reports in Safari Suite 4.19 – enjoy!

Aging by Categories Report

The new Aging by Categories report is built upon the current report, Aging by Utility-Commodity. The new report includes new column data and new report parameters that will filter the “bulk” report data by all filter categories selected by the user.

The Aging by Categories report includes a variety of Report Parameters, which allow the user to filter the data that will be displayed on the report.

Safari Aging by Categories Report Parameters

EnSite clients can read more about the Aging by Categories report in the 4.19 Safari Release Notes, available at the My Safari Web site (password required) and in your Version 4.19 Safari Help system.

Customer Counts Report

Based on user selected criteria, the new Customer Counts report presents year-over-year ‘counts’ of customers who match the report criteria and are active on the user-selected Report Date. The report provides a quick snapshot of year-to-year customer growth for defined categories of Accounts (e.g., for a selected Utility).

To be included in the count for a given year, the Safari Account must:

  • Match the Account selection criteria
  • Be Active on the Report Date

The counts are presented for the current year and two previous years. Thus for a Report Date of 5/1/2016, Safari will return counts for all Accounts determined to be Active on 5/1/2016, plus a second “set” of Accounts active on 5/1/2015, and a third “set” of Accounts active on 5/1/2014.

New and Dropped Accounts Report

The New and Dropped Accounts report provides users with a listing of Accounts that were successfully activated or terminated within a user-selected date range.

To run the report, the user selects a From Date, a To Date, and may select an AR Group (or “All” AR Groups). Safari will select all Accounts with an Active Status or a Terminated Status dated within this range.

The report will output the following data for each Account selected:

  • Account Name
  • LDC Account #
  • Commodity
  • Utility
  • Meter Number
  • Nom Group Name (Gas accounts)
  • Nom Group Number (Gas accounts)
  • Sales Rep
  • Customer Type
  • Rate Class
  • Billing Cycle
  • Distribution Method
  • Active Date (if any) – the Date for the most recent Active Status
  • Drop Date (if any) – the Date for the most recent Terminated Status

Bad Debt Report

Although named the Bad Debt report, this new report may actually be used to report on transactions for any Safari AR Transaction Type and/or Charge Type. The report presents a detail row for each AR Transaction for the selected Safari AR Transaction Type/Charge Type posted within a selected Date Range.

To run the report, the user selects from the following Report Parameters:

  • From Date
  • To Date
  • AR Transaction Type
  • Charge Type (or “All” Charge Types)

In Safari, Charge Types set for “Export to AR” (e.g., “Commodity Gas”) must be associated with an AR Transaction Type (e.g., “Invoice”). An AR Transaction Type may have one or many Charge Types associated with it. The AR Transaction Type is the basis for each AR Transaction in Safari. Therefore the user must select an AR Transaction Type for the report in order to “find” AR Transactions of that type. The user must also specify the actual Charge Type to report on, or “All” Charge types may be selected.

For the selected date range and Transaction/Charge Type(s), the report will present the detailed information for each selected AR Transaction.

Learn more about the Bad Debt report in the 4.19 Safari Release Notes, available at the My Safari Web site (password required)  and in your 4.19 Safari Version Help system.

Safari 4.19 Preview: New Reports for Energy Marketers (Part 1)

EnSite Safari Suite’s on-board reporting provides a wide variety of industry-focused reports that help retail energy marketers stay on top of their data and their business. Last time, we outlined Safari’s newest data extracts. Also for Safari Version 4.19, no less than eight new standard reports are added to aid our users.

Read on to learn more about some of the new reporting tools available to energy marketers in Safari Version 4.19. (And stay tuned for Part 2, where we’ll dish up the rest.)

Safari Suite Reporting Interface

Rate History Report

The Rate History report provides a date-effective history for a selected Pricing Rate at the Pricing Rates screen. This report provides energy marketers an on-demand review of a selected pricing rate’s daily or monthly values over time, for a date range selected by the user. Simple! But effective.

Invoice Special Attention Report

The Invoice Special Attention Report provides energy marketers with a single, comprehensive report of all batched, Not Posted energy invoices that require special handling based on instructions in the Billing Notes field of the Customer Detail screen.

The report works by identifying the Billing Group (i.e. invoice recipient for one or more service locations managed under the group) for each invoice in current Not Posted invoice batches, then determining if there is a Billing Group Note for the Billing Group at the Customer Detail screen (Notes tab). Each invoice for a Billing Group that has such a Note will appear on the report, along with information about the Billing Group and the contents of the Billing Notes, as shown in the report mock-up below.

Safari Suite Invoice Special Attention Report

Billing Activity Report

The Billing Activity Report is a detailed report for a single Billing Group providing a history of transactions for activity that occurred under the “Safari Invoice” Distribution Method. The user may select to review “All Transactions”, only “Invoice Transactions”, or only “Unpaid Invoice Transactions” for the group.

The Billing Activity Report will display the energy marketer’s logo (from the invoice template) in the upper left corner, as well as company Contact information from the address-based User Defined Fields available for the invoice template located at the Safari Invoice Administration screen. In this way the report is made suitable for inclusion with the invoice as a regularly delivered activity report.

Billing Detail Report

The Billing Detail report is much like the current Invoice Register, except that the Billing Detail report is produced for a single Billing Group and provides energy marketers the option to report on “All Invoices” or “Unpaid Invoices.” This report breaks down invoices into their component charges and provides the billing volume for each invoice.

The report’s header design is similar to the Billing Activity Report, using the logo for the Billing Group’s assigned invoice template and the template User Defined Fields for energy marketer name and address information. This enables easy incorporation into the monthly invoice delivery.

Like the Invoice Register, natural gas or electricity commodity volume and a detailed charge breakdown are provided for each invoice, with Grand Totals for each charge category, Total Volume, and Total Invoice charges.

Safari Suite Billing Detail Report