The Portfolio Changes report provides a comprehensive overview of any portfolio changes that happened within the Energy.Hub. The report captures and displays Site Additions, Site Terminations & Changes of Tenancy(or Novations). Following a similar structure to other reports, users can focus on the summary or drill through the detail for each of the scenarios mentioned above. You can access to this report by navigating to Reports >> Generate Reports >> Data Audit >> Portfolio Changes Report.
Please note that this report is intended for Admins only, who can manage the entire portfolio.
Within the report, there are:
- 1 Summary Outcomes tab which lists out the key headlines for the changes
- 3 Detailed tabs which list out the data associated with each of the changes
While this report can be helpful on its own, we recommend using it in combination with some of our other developments, see below:
- Report Automation: to automate the distribution of this report. We recommend setting the frequency to monthly and checking your data to ensure there are no surprises.
- Supplier Live Site List: to ensure you have an additional checkpoint with the supplier and that the data in the Energy.Hub is up to par with supplier expectations. Please contact your account manager for more information on setting this up.
