EV Post-Bill Report Main Insight Module

The EV Post Bill Report Main Insight module provides the reader with an overview of their electric vehicle (EV) charging during the most recent billing period. The module rates their charging habits as fair, good, or great, compares their on-peak and off-peak charging, identifies how much they spent charging their vehicle, provides tips to improve their charging habits, and explains how the utility tracks EV charging data.

Requirements

There are no module-specific requirements. For product requirements, see Requirements and Limitations for EV Charging Coach Emails.

Design

This image shows an example of the EV Post-Bill Report Main Insight module:

User Experience Variations

This topic discusses how the module can vary.

Chart Display Variations

The chart in the module varies as follows, depending on whether the customer has 2 or 3 periods in their rate plan:

When the customer's rate plan includes two periods, the chart displays two bars.
When the customer's rate plan includes three different periods, the chart displays three bars.

Rating Statement and Incentive Statement Variations

This table describes how the statements in the module can vary:

State	Two Periods	Three Periods
Good/Fair	When the customer's on-peak cost is greater than the low threshold (default 10%): Rating Statement: "Your on-peak EV charging was <good/fair>" Incentive Statement: "Over 22,000 UtilCo customers are doing great, with less than 10% of their EV charging costs coming from on-peak this month."	When the customer's on-peak cost is greater than the low threshold (default 10%): Rating Statement: "Your on-peak EV charging was <good/fair>." Incentive Statement: "Over 22,000 UtilCo customers are doing great, with less than 10% of their EV charging costs coming from on-peak this month."
Great	When the customer's on-peak cost is less than the low threshold (default 10%): Rating Statement: "Excellent! Your on-peak EV charging was great" and is followed by three leaves. Incentive Statement: Does not appear in the module.	When the customer's on‑peak cost is below the low threshold (10% by default) while the part‑peak cost share is above the low threshold: Rating Statement: "Excellent! Your on-peak EV charging was great" and is followed by three leaves. Incentive Statement: "Can you shift more of your charging to super off-peak? Over 6,000 UtilCo customers charge their EV almost entirely during super off-peak each month. If you join them, you could save up to $7 a month, which can add up to $84 a year."
Super Great	Not applicable. Only customers with three periods can have this state.	When the customer's charging during the highest-cost and middle-cost periods are both less than the low threshold (default 10%): Rating Statement: "Excellent! Your on-peak EV charging was great" and is followed by three leaves. Incentive Statement: Does not appear in the module.

State

Two Periods

Three Periods

Good/Fair

When the customer's on-peak cost is greater than the low threshold (default 10%):

Rating Statement: "Your on-peak EV charging was <good/fair>"

Incentive Statement: "Over 22,000 UtilCo customers are doing great, with less than 10% of their EV charging costs coming from on-peak this month."

When the customer's on-peak cost is greater than the low threshold (default 10%):

Rating Statement: "Your on-peak EV charging was <good/fair>."

Incentive Statement: "Over 22,000 UtilCo customers are doing great, with less than 10% of their EV charging costs coming from on-peak this month."

Great

When the customer's on-peak cost is less than the low threshold (default 10%):

Rating Statement: "Excellent! Your on-peak EV charging was great" and is followed by three leaves.

Incentive Statement: Does not appear in the module.

When the customer's on‑peak cost is below the low threshold (10% by default) while the part‑peak cost share is above the low threshold:

Rating Statement: "Excellent! Your on-peak EV charging was great" and is followed by three leaves.

Incentive Statement: "Can you shift more of your charging to super off-peak? Over 6,000 UtilCo customers charge their EV almost entirely during super off-peak each month. If you join them, you could save up to $7 a month, which can add up to $84 a year."

Super Great

Not applicable. Only customers with three periods can have this state.

When the customer's charging during the highest-cost and middle-cost periods are both less than the low threshold (default 10%):

Rating Statement: "Excellent! Your on-peak EV charging was great" and is followed by three leaves.

Incentive Statement: Does not appear in the module.

Icon Variations

Utilities can decide whether they want to include icons in the module. If they include icons, they can use:

Leaves
Smiley faces
Medals

If the utility chooses to use the icons, they are present in both the Rating Statement and the Incentive Statement.

Usage Variation

In cases where cost can not be determined, a usage variation is used instead of the cost variations. The only changes to any of the above variations when usage is used instead of costs are:

Charging Graph: The numbers on the graph depict usage in percentages instead of costs.
Spending Statement: The statement that typically appears below the chart is not included in the module.

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.

Table 6-9 Configuration Options

Configuration Option	Input Value
Images The images can be configured to use client-specific colors. Other than that, the image can not be changed.	Optional Specify client branding colors.
Social Norm Icons Utilities can specify whether they want to use icons in their rating statement, and if so, which icons they use. Icon choices include: Leaves (default) Smiley faces Medals No icons	Optional Specify one of the following: Leaves (default) Smiley faces Medals No icons
Injunctive Norm Language The injunctive norm language used in the rating statement can be adjusted to meet the needs of the utility. By default the language is: Fair Good Great	Optional Specify one of the following: Use default language. Specify alternative language:
Missing Disaggregation Days Allowed Specify the number of days that disaggregation data can be missing before the module fails. For example, if you set this option to 5, the module will fail if there are 6 days of disaggregation data missing for the bill period. Note that the email is sent without this module if it fails. Default: 5 days	Optional Specify one of these options: Use the default days. Specify an alternate number of days:
Total EV Charging Threshold Specify the required amount of EV charging that must be detected for the module to be included. For example, if you set this option to 10, the module will fail if the customer's EV charging totals 9 kWh. Note that the email is sent without this module if it fails. Default: 10 kWh	Optional Specify one of these options: Use the default. Specify an alternate amount:

Configuration Option

Input Value

Images

The images can be configured to use client-specific colors. Other than that, the image can not be changed.

Optional

Specify client branding colors.

Social Norm Icons

Utilities can specify whether they want to use icons in their rating statement, and if so, which icons they use. Icon choices include:

Leaves (default)
Smiley faces
Medals
No icons

Optional

Specify one of the following:

Leaves (default)
Smiley faces
Medals
No icons

Injunctive Norm Language

The injunctive norm language used in the rating statement can be adjusted to meet the needs of the utility. By default the language is:

Fair
Good
Great

Optional

Specify one of the following:

Use default language.
Specify alternative language:

Missing Disaggregation Days Allowed

Specify the number of days that disaggregation data can be missing before the module fails.

For example, if you set this option to 5, the module will fail if there are 6 days of disaggregation data missing for the bill period. Note that the email is sent without this module if it fails.

Default: 5 days

Optional

Specify one of these options:

Use the default days.
Specify an alternate number of days:

Total EV Charging Threshold

Specify the required amount of EV charging that must be detected for the module to be included.

For example, if you set this option to 10, the module will fail if the customer's EV charging totals 9 kWh. Note that the email is sent without this module if it fails.

Default: 10 kWh

Optional

Specify one of these options:

Use the default.
Specify an alternate amount:

To see how this module fits into the overall user experience, see Design and Configuration.