Reports
Available from the Starter plan.
A report sums up one closed period as a CSV file and emails it to you, your team, or your customers: for accounting, a client, or your own records. Once the week, month, or quarter is over, the report is created and sent.
Report or integration?
Both send CSV files by email. The difference is the purpose:
| Integration | Report | |
|---|---|---|
| Job | Keep another system supplied with your data | Give someone the numbers for a closed period |
| Data | New values as they arrive | One closed period as a whole |
| Cadence | Ongoing | Once per closed period |
| Audience | Systems and developers | Business users, accounting, customers |
Rule of thumb: if a system or partner keeps consuming the data, use an integration such as Email & CSV delivery. If someone needs the numbers for a closed period, use a report.
Create a report
- Open Data → Reports and click Create.
- Under Data source, choose the subject: a single Smart Meter, a Location, or a Customer. Locations and customers bundle all of their meters.
- In the Schedule section, choose the Period: weekly, monthly, or quarterly.
- Set the Buffer in days: how long to wait after the period ends before the report is sent. This window lets late corrections from the grid operator still reach the data. The default is two days.
- Under Sending, add the Recipients. Optionally set an Email Subject with the placeholder
{{ period }}for the period label.
One file or one per meter
When the data source covers several meters (a location or a customer), the Combine all meters into one file toggle controls how the data arrives: one shared CSV file, or one file per meter. For a single meter, this choice does not apply.
Send a past period
If you need an already-closed period right away, trigger it with the Send period action on the report. The report is re-queried at send time, so later corrections are included too.
What recipients get
The email lists each meter it covers with the number of readings in the period. Attached is one CSV file per meter or, for combined reports, a single shared file.
