Introduction Modules

Introduction modules identify that the reports are part of the customer's Home Energy Report experience and prepare the customer for what they will see in the report. The design of the modules varies by report type.

Appears in: Progress Report, Welcome and Announcement Report, Time of Use Report, Seasonal Report, and Solar Report types.

On this page:

Requirements

Utility Requirements

Category

Description

Required Cloud Service

Oracle Utilities Opower Energy Efficiency Cloud Service

Scale

Not applicable.

Customer Requirements

Category

Description

Billing Frequency

Monthly, bi-monthly, or quarterly

Data Delivery Frequency

Daily, monthly, bi-monthly, or quarterly.

Data Requirements

Not applicable

Data History

Announcement, Promotional, Welcome, and Time of Use Introduction modules:

  • A minimum of six bills is required for Non-AMI customers.
  • A minimum of 60 days of AMI reads for AMI customers.

Seasonal Introduction:

  • 13 months of billed usage data.
  • A minimum of six bills is required for Non-AMI customers.
  • A minimum of 60 days of AMI reads for AMI customers.

Solar Introduction: Not applicable.

Data Coverage

All billing and data delivery frequencies are supported.

Supported Fuels

Promotion, Announcement and Welcome Report, Limited Income Report, Time of Use Report: Electric-only, gas-only, dual fuel

Solar Report: Electric-only,dual fuel

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Limitations

  • Promotion Report: : Customers must meet the following criteria to receive the promotion report and this module:
    • The customer is using more than the regional average for the utility selected end use.
    • Oracle Utilities Opower have confirmed presence of the end use either through presence discovery or Home Energy Analysis.
    • The customer has appliance detection and disaggregation, heating and cooling disaggregation, or simple disaggregation with Home Energy Analysis.

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User Experience

This section describes the user experience for each report type.

Promotion Introduction

Appears in: Promotion Report

The Promotion Introduction module appears at the top of the Promotion Report within the report Header. It provides the customer with a preview of three energy use categories where they could save money. The categories can be drawn from the customer's top three energy use categories or selected by the utility to support the report promotion. The goal of this module is to identify the promotion report type as part of the customer's Home Energy Report experience and provide them with a preview similar to the Benchmark module seen in the Progress Report.

This image is an example of the Promotion Introduction module design.

Image of Promotion Introduction module

Announcement Introduction

Appears in: Announcement Report

The Announcement Introduction module appears at the top of the Announcement Report within the Header module. The goal of this module is to identify the report type as part of the customer's Home Energy Report experience and prepare the customer for what they will see in the report.

The module is customized to emphasize the selected report theme. This image is an example of a custom module design for an Announcement Report.

Image of custom module design for an Announcement Report

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Welcome Introduction

Appears in: Welcome and Announcement Report, Limited Income Welcome Report

The Welcome Introduction module appears within the header of the welcome version of the Welcome and Announcement Report, and the Limited Income Welcome Report. The goal of the module is to introduce Home Energy Report recipients to their new report experience.

This image is an example of the Header module design for the welcome version of the Welcome and Announcement Report and Limited Income Welcome Report.

Image of Header module design for the welcome version of the Welcome and Announcement Report and Limited Income Welcome Report

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Seasonal Report Introduction

Appears in: Seasonal Report

The Seasonal Introduction provides customers with a preview of their seasonal report focus. The goal of this module is to identify the Seasonal Report as part of the customer's Home Energy Report experience and provide them with a preview similar to the Benchmark module seen in the Progress Report.

This image is an example of the Summer Seasonal Introduction module's design.

Image of Summer Seasonal Introduction module's design

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Time of Use Introduction

Appears in: Time of Use Welcome Report

The Time of Use Introduction module appears within the header at the top of the Time of Use Welcome Report. The goal of this module is to identify the report type as part of the customer's Home Energy Report experience and prepare the customer for what they will see in the report.

This image is an example of the module's design for a Time of Use Welcome Report.

Image of the design for a Time of Use Welcome Report

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Solar Introduction

Appears in: Solar Welcome Report.

The Solar Introduction module appears in the header of the Solar Welcome Report. The goal of this module is to identify the report type as part of the customer's Home Energy Report experience and prepare the customer for what they will see in the report.

This image is an example of the module's design for a Solar Welcome Report.

Image of a Solar Welcome Report

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Electric Vehicle Introduction

Appears in: Electric Vehicle Progress Report

The Electric Vehicle Introduction module appears in the header of the Electric Vehicle Progress Report. The goal of this module is to identify the report type as part of the customer's Home Energy Report experience and prepare the customer for what they will see in the report.

This image is an example of the module in an Electric Vehicle Progress Report for a legacy customer .

Image of an Electric Vehicle Progress Report for a legacy customer

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User Experience Variations

The user experience of the feature may vary for customers and utilities depending on their service types (gas, electricity, dual fuel, and so on), available data, costs, locale, and other factors. For more information, see Introduction Modules description in the Oracle Utilities Opower Energy Efficiency Cloud Service Overview and go to the User Experience Variations section.

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Configuration Options

For each element listed in the table, indicate the desired configuration in the Input Value column. If you do not provide an input for optional configurations, the default will be used.

Configuration Option Input Value

Promotion Introduction - Utility Selected End Use

The utility may select end uses that support the report promotion.

Default: By default, the categories are drawn from the customer's top three energy use categories.

Optional

  • Use the customer's top three energy use categories.
  • Contact your Delivery Team about selecting end uses to support the report promotion.

Announcement Introduction - Report Type Label

Default: Customized text is required for each utility. There is no default version.

Required

Contact your Delivery Team about creating the announcement introduction.

Announcement Introduction - Introduction text

Default: Customized text is required for each utility. There is no default version.

Required

Contact your Delivery Team about creating the announcement introduction.

Welcome Introduction - Report Type Label

The utility may select a report label that supports the report theme.

Default: "Your First Home Energy Report"

Required

Welcome Introduction - Introduction text

The utility may select introduction text that supports the report theme.

Default:

  • New Customer: "Get ready to save energy!"
  • Legacy Customer: "Get ready to save more!"

Required

Time of Use Introduction - Report Type Label

The utility may select a report label that supports the report theme.

Default: "Home Energy Report"

Required

Time of Use Introduction - Introduction text

The utility may select introduction text that supports the report theme.

Default: "Get ready to save more energy when it matters the most!"

Required

Solar Introduction - Report Type Label

The utility may choose an alternative report type label.

Default: "Your Home Energy Report"

Optional

Solar Introduction - Introduction text

The utility may select alternative introduction text.

Default: "Welcome to your Home Energy Report"

Optional

Solar Introduction - Welcome message

The utility may select an alternative welcome message.

Default: "Use these personalized reports to learn about your net energy and how you can get the most out of your solar panels."

Optional

Electric Vehicle Introduction - Report Type Label

The utility may choose an alternative report type label.

Default: "Your Home Energy Report"

Optional

Electric Vehicle Introduction - Introduction text

The utility may select alternative introduction text.

Default: "Welcome to your Home Energy Report"

Optional

Electric Vehicle Introduction - Welcome message

The utility may select an alternative welcome message.

Default: "Use these personalized reports to learn about your net energy and how you can get the most out of your solar panels."

Optional