Operations Reports
Learn about the various Operations related reports in CIS.
The list provides the name of operations reports and a brief description of the reports:
| Report name | Description |
|---|---|
| 650 Disconnect / Reconnect | This report is a listing of Customers where 650 Disconnects have been sent and includes the 650 response received. |
| Alert Audit | This report used to track and verify the alerts generated from the event engine process. |
| All Rate Codes | This report provides a listing of all Rate Codes available. The report also takes you to the Rate Details report when you click on the rate code highlighted in blue on the left side of the screen. |
| Billing File Import | This report provides a listing of file names that are received and processed by CIS from various sending points, such as lockboxes, client enrollment systems and payment processing centers. |
| Call Log | This report provides a listing of all Customer calls that have been logged during the date range entered. The report also allows the user to filter on each of the fields provided in order to narrow the search. This report also allows the user to view any letters generated and held on the Customer’s account. |
| Cancelled Transaction | This report used to monitor cancels received for 867s or 810s. |
| Churn | This report provides a listing of Customer information for the purpose of monitoring Customer drops and move-outs. |
| Current Usage | This report provides a list of Customer usage invoiced for date range selected. |
| Customer / Premise Tax Flag | This report is the same report as the Taxable Report. It includes a listing by Customer, the value of the Customer Taxable Flag and Premise Tax Assessment value. |
| Customer / TDSP Template | This report provides a listing of the Customer’s TDSP/LDC template, which
provides the means for determining which 810 charges are passed through to the
Customer and which ones are not. Note: For Customers who have a Supplier Consolidated
billing type.
|
| Customer Information Listing | This report provides a listing of Customers by ESIID/LDC account and contains much of the information from the Customer table. |
| Customer Tracker | This report is the same as the Customer Information Listing Report with slight modifications. |
| Duplicate ESI ID Report | This report provides a listing of Customers sharing the same ESIID/LDC. |
| Disconnect for Non-pay | This report provides a listing of disconnect activity by utility and Customer Protection Class. This is a Texas PUC-mandated report. |
| ESI ID Final Reads | This report provides a listing of Customers with ESIID/LDCs that have received a final read within the given date range. |
| ESI IDs with Multiple Meters | This report provides a listing of ESIID/LDCs with more than one meter. |
| Events | This report provides a listing of all Event Engine events that have occurred during a specified timeframe. |
| Final Read | This report provides a listing of Customers who have received a final read within the given date range. |
| Letter | This report is filtered by letter type, it provides a listing of Customers who were sent letters. |
| Letter Summary | This report provides a summarized count of each letter type generated. |
| Market Transaction Audit | This report provides a list of transactions by Customer and ESIID/LDC. It is used to monitor transaction activity on the Customer's account. This activity can also be accomplished with the event engine. |
| Monthly Charges | This report provides a list of Customers who get billed for monthly Customer or premise charges. |
| PUC Disconnect for Non-pay Report | This report provides a list of Disconnect Activity by TDSP/LDC and Customer Protection Class. This is a Texas PUC-mandated report. |
| Recent 650 Activity | This report provides a list of Customers who have received the various types of 650 transactions. |
| Recent Market File Import Report | This report provides a list of market file imported into the CIS Market Database. It includes EDI transaction information. |
| TDSP Charge Code Customer Listing | This report is a list by a specific 810 Charge code and whether or not it is invoiced to the Customer. Used in Supplier Consolidated Billing. |
| TDSP Charges by Customer | This report is filtered by a specific Customer and lists 810 charges invoiced to the Customer. Used in Supplier Consolidated Billing. |
| TDSP Charges Download | This report provides a listing by 810 invoice the details of the invoice and its 820 payment details. Used in Supplier Consolidated Billing. |
| TDSP Charges Download Market |
This report provides a listing of all 810 invoices received from the market invoice including the details of charges. Used in Supplier Consolidated Billing. |
| TDSP Matrix Report | This report provides the details of the Customer’s TDSP/LDC Templates that
shows which 810 charges are passed through to the Customer and which ones are not
passed through. Note: For Customers who have a Supplier Consolidated billing
type.
|
| User Login Tracking | This report displays a list of users who have logged into the system with the date-stamp time of each occurrence. |
| User Tracker Report | This report shows user activity to the Customer's Information Tab on the Customer Summary Screen. When you click on the hyperlink, a secondary report gets listed which Customer is accessed the date accessed, and whether or not a note is entered. |
| View Rates | This report provides the Rate Codes Details. |