Viewing a Customer's Energy History

The Energy History module is a component of the Bill Advisor interface that provides CSRs with a user-friendly, interactive view of a customer's energy use costs and trends over time.

To view a customer's energy history:

1. Sign in to the Customer Service Interface.
2. Go to the Bill Advisor tab, and search for and open a customer's account.
3. Navigate to the Energy history section.
4. If the customer has dual fuel, click Electricity or Natural Gas at the top of the chart to view the fuel type of interest.
5. Optional. Click the selector at the top of the module to display a graph or table view of the data.
   • Graph View: The graph view shows a bar chart of the customer's energy use history on a vertical and horizontal axis. The vertical axis shows cost or energy use amounts, while the horizontal axis shows the interval of time.
   • Table View: The table view presents an elegant, consolidated list of billing details about the customer's energy history. The table view includes a series of columns such as date range, read type (estimated or actual), energy costs, and so on.
6. Review the customer's available energy history information, noting energy costs, energy use, weather, and any credits earned or electricity sent to the grid due to solar power.
7. Optional. Do one of the following to get more insights:
   • Hover your cursor over one of the bill periods in the module to learn more about the customer's energy use. If the customer has daily or sub-daily data available, click a particular month in the chart to view daily or sub-daily energy and temperature data.
   • Use the date range at the top of the module to view the customer's energy history over various time periods.
8. Optional. Click the CSV Download link to download a CSV file of the data for further analysis in a software program of your choice, such as Microsoft Excel.