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Introduction to the Home Screen

Last Updated: Sep 28, 2017 05:47PM UTC

Summary Dashboard

When a user logs into the system, they are first presented with the Summary Dashboard as shown below:

The dashboard allows the end user to quickly get a general overview of their energy usage, their energy procurement position, the quality of their meter data and other key operational information which will allow them to understand key trends and facts. By overlaying the cursor, it is easy to view the data underpinning each chart and consequently get a view of the data trend.

The menu items which appear for a user are determined by the user set-up and user roles which are configured by the system administrator.  For example, one user might view information on energy procurement if this is what they use the system for, alternatively an end customer might use the system for bill validation in which case they will see data and charts relating to metering, bill management and site management.

As with other charts in other menus, the graphs can be extracted in jpeg format to create a report, by clicking the button circled in red below and choosing the picture format required. 


Customising your dashboard

A user can click on the Customise button, top right and adjust which charts they see, as well as what position they appear on the screen.

Home > Overview > Summary Dashboard > Customise

The user can move the individual windows which contain the charts by dragging the mouse over the menu items and moving them upwards or downwards. Please ensure to select save so that configurations are saved for future logins.


Activity feed widget

The activity feed widget, shows a snapshot of the latest activities within the system.  

These are logged permanently in the Audit Trail, found in Settings > My Company > Company > General

The audit trail can be searched and filtered by date and activity and can easily exported by clicking the Download to Excel button.

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