How to use the Reports and End Customer Dashboards features for your customers

Use the Reports and End Customer Dashboards features to give your customers a branded, automated view of their green energy data — without any manual effort on your end once it is set up. This article focusses on how you can generate customized reports and whitelable dashboards.

What is this about?

As an energy supplier, communicating green energy performance to your end customers is a core part of your service. Customers pay for renewable energy and require transparent and structured reporting on where their renewable power came from. Granular Energy makes reporting to your customers scalable and automated: once your portfolio is set up and allocations are running, the platform can generate a live dashboard and downloadable PDF reports for each of your customers — automatically.

You can decide if your customer receives a periodic PDF report and how often these are created or gets access to a white-label read-only customer dashboard. Both contain:

• How much of their energy consumption was matched with renewable generation
• The matching score at different time resolutions (monthly, daily, hourly)
• The sources of their matched generation — technology, country, specific production device and other qualities.
• Their carbon emissions impact, comparing location-based vs. market-based emissions

This article explains how to set up and manage this reporting from the supplier side.

How to set up end customer reporting

Step 1 — Ensure your demand portfolio and allocations are in place

The End Customer Dashboard is the direct result of allocated EACs (We use EAC - Energy Attribute Certificate - to describe all types of certificates including GOs, iRECs, REGOs, HKN, etc.). Before any customer reporting is possible, the following must be in place:

1. Your customers are set up as consumption meters in the platform, each linked to the correct customer or counterparty
2. Demand tags are configured if your customers have specific product requirements (e.g. hourly matching, specific technology)
3. Allocations have been run and are up to date for the relevant periods

The dashboard will reflect the current state of allocations in real time — so the details of the reporting depends directly on the details of the underlying allocation. See the related article: How allocations work

Step 2 — Create a new report

In the left-hand navigation, go to Consumer reporting > Reports. This page lists all the reports you have already created. Click Generate Report to open the report creation menu.

It presents you following options:

• Reporting level: Let’s you decide if you want to report on consumer, site, customer group, portfolio level or any other level that you have defined
• Reporting period: e.g. full year or individual month
• Matching resolution: what matching data should be shown in the report. Options are:
  • Hourly
  • Daily
  • Monthly
  • Yearly
  • Yearly (UK compliance period)
• Language: Select the language for the report. Available languages are:
  • German
  • English (UK)
  • English (US)
  • French
  • Italian
  • Japanese
  • Other languages available on request
• Report type: Interim or Final report

Once all options are selected, click Generate Report. The report will appear in the Reports list for PDF download and future access.

Step 3 — Understand the difference between Final Reports and Interim Reports

Sometimes you want to send interim reports to your customers before the underlying EACs have been issued and cancelled. To fulfill this need, our platform offers two stages of reports:

• The interim report shows the current allocations as they are in the platform. However, as the underlying EACs have not yet been cancelled in the registry, there is the possibility that the allocations will be updated before the final cancellation
• The final report can only be issued if the cancellation statement from the registry has been reconciled with the allocations in the platform. A final report contains the finalised version of the actually cancelled EACs. It cannot be amended

The difference between an interim and final report are clearly described towards the customer on the report itself.

Step 4 — Generate and distribute PDF reports at scale

On request, the generation and distribution of PDF reports via email can be done automatically. The setup can be individualised to your needs; typically the workflow goes: at the end of each reporting period, the platform automatically generates a PDF report for each customer. — suitable for sustainability reporting, regulatory submissions, or internal stakeholder communication. The reports are sent out via email after.

Step 5 — Invite your premium customers to their dashboard

On request, customers can be given access to their own personal End Customer Dashboard — a read-only version of our platform showing the customer their matched energy data and reports.

The dashboard contains the same information as the PDF reports (incl. matching scores, CO2eq calculations, breakdown by assets and technology etc.). However it offers the possibility for the customer to see their matching for each individual hour, and their average 24h day for the selected time period. This view is similar to the Demand view in your own environment.

Note that customers cannot request any EAC qualities through the dashboard or do any allocations. The dashboard is view-only and serves for reporting purposes.

To invite a customer please send an email to support@granular-energy.com containing the name of the customer and the email address of the recipient. The recipient will receive an invitation to the platform.

Please refer to your contract as to how many End Consumer Dashboards are included in your contract.

Tips & things to know

• Reporting is only as good as the allocation: if allocations are incomplete or out of date, the customer's dashboard and reports will reflect this. Keep your allocation routine up to date.
• Matching resolution matters: customers with hourly transparency products will see a more granular view than those on standard annual matching. The dashboard adapts based on the demand tag and measurement granularity configured for each customer.
• Certificate IDs in reports: certificate-level detail is only included in PDF reports once cancellation reports or cancellation transactions have been reconciled with the relevant allocation batch. Make sure reconciliation is completed before the end of each reporting period.
• For questions or support, reach out to support@granular-energy.com.