EnSite Safari Suite provides a wide variety of reports for retail energy marketing to help clients 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 for retail energy marketing in Safari Version 4.19. (And stay tuned for Part 2, where we’ll dish up the rest.)
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 retail 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.
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 retail 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.