Data Reports

The Reports section provides reports on customer data and engagement. Customer data reports contain a full listing of all utility customers in one or more energy efficiency (EE) program waves or the entire utility population for web. Customer engagement reports provide customer-level details about how customers engage with web and digital products.

On this page:

Reports Landing Page

The Reports landing page includes a searchable list of all reports for the client, including customer engagement, customer data, and summary reports. A user can search by report title and the date on which the range is being reported.

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Communication Preferences

The Communication Preferences report provides details about the number of pre-event and post-event PTR or BDR communications that will be sent during an upcoming event. For each communication type, the Communication Preferences report also includes the number of customers who have indicated a preference for the IVR, SMS, or email channel, as well as the customer contact type (primary or alternate).

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Communication Delivery Results Report

Communication Delivery Results reports provide details on the number of BDR or PTR pre-event and post-event communications that were dispatched and delivered during a peak event. For each channel, the report shows the number of communications dispatched, not dispatched, delivered, and not delivered.

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Customer Data

Customer Data reports provide customer-level details about customer characteristics. The Basic Customer List extract is a type of Customer Data report. This extract contains a full listing of all utility customers in one or more energy efficiency program waves. Customer data in this extract includes the channels through which each customer receives Oracle Utilities Opower communications (web, print, and email), the customer opt-out date, and the customer fuel type.

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Peak Event Channel Unsubscribes Report

Channel Unsubscribes reports show the number of customers who unsubscribed from peak event communications on each channel (IVR, SMS, or email), as well as the date they unsubscribed. The report also includes whether or not a pre-event or post-event communication was generated on the unsubscribe date. This helps to determine from which communication type the customer intended to unsubscribe.

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Customer Engagement

Customer Engagement reports provide customer-level details about how the utility's customers engage with Oracle Utilities Opower products, including web and digital products. Customer Engagement Reports include the following data extracts:

  • Outbound Communication extracts contain a record for all outbound print and electronic communications, including Oracle Utilities Opower Home Energy Reports, Oracle Utilities Opower Weekly Energy Updates, Oracle Utilities Opower Email Home Energy Reports, and so on that have been delivered within a month prior to the report's generation date.
  • Tip Action extracts contain responses to tips on the Energy Efficiency Web Portal - Classic that have an action date within a specified date range.
  • Web Logins extracts contain a list of the date and time for all customer web logins within a specified date range.
  • Commitment extracts contain energy savings commitments entered through the Energy Efficiency Web Portal - Classic or the Oracle Utilities Opower Customer Service Interface, which have a sign-up date within a specified date range. Commitments automatically established through energy efficiency programs are not included.
  • Engagement Metrics extracts contain details about customer engagement events that occur for Oracle Utilities Opower outbound communications, such as Email Home Energy Reports.
  • Web Audit Customer Answers and Questions extracts contain customers' answers to Energy Efficiency Web Portal - Classic home energy audit questions within a specified date range.
  • Home Energy Audit Interactions extracts...

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Email Engagement

The Email Engagement report provides customer engagement metrics for BDR or PTR email communications. Metrics provided in the Email Engagement report include:

  • Number of emails delivered.
  • Number of emails opened.
  • Number of emails opened and clicked.
  • Number of emails delivered that resulted in a spam complaint.
  • Number of emails bounced.
  • Number of emails that were unable to be delivered.

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Peak Event

Peak Event Reports provide customer engagement metrics for Peak Time Rebate and Behavioral Demand Response events. Peak Event Reports include the following data extracts:

  • Communications Preferences extracts provide the number of communications that will be sent for a BDR or PTR event by communication type and channel. Also indicates the number of customers with a preference for each communication type and channel.
  • Communication Delivery Results extracts provide details on the number of communications that were dispatched and delivered during a BDR or PTR event.
  • Email Engagement extracts provide email engagement metrics for a BDR or PTR event, such as the number of emails opened.
  • IVR Engagement extracts provide IVR engagement metrics for a BDR or PTR event, such as the number of calls answered.
  • Channel Unsubscribes extracts provide the number of customer unsubscribes per channel per day for BDR and PTR communications.

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Savings Results

Savings Results reports contain the monthly energy savings and energy usage by program wave. The reports also include the percent energy savings and the amount of energy used by household for customers in the program wave. Savings Results reports can be filtered by name and date.

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IVR Engagement Report

The IVR Engagement report provides customer engagement metrics for BDR or PTR IVR communications. Metrics provided in the Email Engagement report include:

  • Number of calls sent successfully.
  • Number of calls answered by a human.
  • Number of calls not answered.
  • Number of calls for which a voicemail message was left .
  • Number of calls that resulted in a busy signal.
  • Number of calls that were unable to be delivered due to an operator error, invalid number, or other reason.

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Summary Reports

Summary reports are generated by the utility's Service Delivery Manager and are reports specific to the utility. The reports may contain quarterly and monthly results, or other one-off requests that the utility may have for their Service Delivery Manager.

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Marketing Messages

The Marketing Messages section is a library of available marketing messages that can be used in customer communications. The library includes both marketing messages that have and have not previously been used in communications and can be filtered by the name of the message or by a range of dates during which the message was displayed.

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