SoCalGas ENVOY. Meter Usage Reports

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1 SoCalGas ENVOY Meter Usage Reports

2 TABLE OF CONTENTS 1 Meter Usage Why is Meter Usage Important? Navigating Meter Usage Ledger Meter Usage Filter Ledger Viewing Options Meter Usage Context Menu What Is the Purpose of the Meter Usage Ledger? What Information is Provided on the Meter Usage Ledger? Status Codes What is the Search Criteria of the Meter Usage Ledger? Filter Screen Examples

3 GETTING STARTED 1 Meter Usage 1.1 Why is Meter Usage Important? The Meter Usage Ledger displays usage information by Order Control Code (OCC)s or Legal Entities name within a specified date range. Both Usage quantities and the respective BTU Values are displayed for each record. Most users analyze usage information for creating their forecast as well as reconciling their records Navigating Meter Usage Ledger 1. From the Navigation Menu, select Reports, then Meter Usage Ledger. c c 3

4 The Meter Usage Ledger title bar contains a drop down menu for selecting Display/Sort By preferences for the information that is currently being viewed. Unlike other ledgers that allow you to access saved filter settings from the ledger, the Meter Usage Ledger allows you to toggle between different views of the same information. 1.2 Meter Usage Filter To Filter your Meter Usage Ledger click on the Filter icon located in the Actions Menu Bar. The filter will load as an in-page view. The Filter allows you to specify a date range by either typing over the default date or by clicking the calendar icon and selecting a date from the pop-up calendar. You may also select OCCs or Legal Entities by clicking the magnify glass icon. You may choose a viewing preference from the Display/Sort menu although the ledger also allows you to specify viewing option independent of the filter. Each time you submit your filter it is saved as one of three possible views. Although other ledgers allow you to load a view directly from the ledger, Meter Usage only allows you to load saved filter views through the filter. To load a saved view in the filter select the view from the drop menu in the filter's title bar. 4

5 1.3 Ledger Viewing Options You may quickly change your view of the usage information displayed by selecting a view from the drop menu. The following options are available: Daily-Account/Account - Displays each account s usage per day sorted by account. Daily-Account/Date Displays each account s usage per day sorted by date Daily-OCC/Date - Displays each OCC s usage per day sorted by date. Daily-OCC/OCC - Displays each OCC s usage per day sorted by OCC. Hourly-Account/Account Displays each account s usage per hour sorted by account Hourly-Account/Hour Displays each account s usage per hour sorted by hour Hourly-OCC/OCC Displays each OCC s usage per hour sorted by OCC Monthly-Account/Account - Displays each account's Meter Usage per month sorted by account. Monthly-Account/Date Displays each account s usage per month sorted by date Monthly-OCC/Date - Displays each OCC's Meter Usage per month sorted by date. Monthly-OCC/OCC Displays each OCC s usage per month sorted by OCC. 1.4 Meter Usage Context Menu To access functions on the Meter Usage Ledger, select the desired icon from the Actions Menu Bar. Filter - allows you to change the date range, which OCCs/Legal Entities to show. Export - allows you to save your ledger's information as an Excel file, CSV, text file, or Fixed Length file. Print - allows you to create a PDF file of your ledger. 5

6 1.5 What Is the Purpose of the Meter Usage Ledger? The Meter Usage Ledger can be a great help to customers who need to carefully manage their gas supplies. All SoCalGas customers have meters that track the quantity of gas consumed by their facilities. Customers generally have one of two types of meters: telemetric meters or non-telemetric meters. Most customers have telemeric meters. These are electronic meters that can automatically transmit the daily amount of gas used by a facility. This usage data is typically transmitted every night after midnight and collected in the SoCalGas computer system. Usage data going back three months is available to authorized individuals, agents, or marketers via the ENVOY system. A few customers have non-telemeric meters. These meters are read manually, typically monthly rather than daily. Data from non-telemeric meters is not available via ENVOY. 6

7 1.6 What Information is Provided on the Meter Usage Ledger? For selected customer(s), and meter reading date(s), the Meter Usage Ledger identifies: Customer: The name of the customer OCC: The Order Control Code for the customer; an identification number assigned by SoCalGas to transportation customers Account: A billing account number for the customer Date: The date of a meter reading Usage (Dth): Uncorrected gas volumes corrected for pressure and temperature; Represents the amount, in dekatherms, of gas used/burned on the date of the meter reading, per account Total (Dth): Uncorrected gas volumes corrected for pressure and temperature; Represents the total amount, in dekatherms, of gas used/burned on the date of the meter reading, for all accounts BTU Value: The average heating value of the gas used in British Thermal Units (BTU) Status: The status of the meter reading (e.g. Open) 1.7 Status Codes Meter reading status codes that can appear on the report include: Closed Open Missing Data Non-Electronic Revised The meter information is valid and processed. The meter information has been received but not verified. Part or all of the meter account information is missing. Not all the meters at a site are electronic; only a portion of the total usage is displayed. There was an error in the device read discovered after the status was closed and the account information was adjusted. 7

8 1.8 What is the Search Criteria of the Meter Usage Ledger? After selecting the Meter Usage Ledger from the Navigation Menu, a filter screen is displayed. For this report you must specify criteria related to a meter reading date range, and select customer(s) from the customer picklist. The other criteria entries are optional Filter Screen The Filter screen offers the following criteria: Start Date and End Date - Defines the date range for data included in the report. Save Dates as Relative - As entered, the Start Date and End Date are a certain number of days from the current date, and a certain number of days from each other. If Save Dates as Relative is checked, the next time the report is run these relative time spans are used to automatically define Start Date and End Date. Within the OCC/Legal Entity field, you can restrict the picklist of customers based on a keyword search on the name or code in certain fields. Search for - Specifies the fields that will be searched in the Keyword Search: Customer OCC or CAT. Customer Legal Entity name Agent name or OCC code, or contracted marketer name or OCC code Search by - Specifies whether the keywords used in the Keyword Search will be a name or a code Keyword Search - Specifies the keyword used to search the selected fields (as specified in Search for). Keyword is a code or name (as specified in Search by). 8

9 The bottom section of the filter screen is used to specify the report format: Display/Sort by: This selection determines how the information is displayed, sorted and summarized for the report. Rows Per Page: This selection determines how many rows of data are printed on each page of the report. Save View As: The user is allowed to save three views Save Current View as Default: If checked, the next time the report is run, the current view displays as the default view. Always Show Filter First: If checked, the next time the report is run, the filter window appears before the report display Examples Given the data in the diagram, let's consider how the display/sort criteria affects the Meter Usage Ledger. If you change the display/sort by criteria to Monthly-Account/Date, the report would look something like this: If you change the display/sort criteria to "Monthly-OCC/Date" the report would look something like this: 9