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Choose your trade summary view πŸ“„
Choose your trade summary view πŸ“„
Lisa Cowgill avatar
Written by Lisa Cowgill
Updated over 5 months ago

When viewing your property dashboard there are a few options on what information you can see and how it is organised. It’s easy to change the view to see what suits you the best by clicking on the chart icon:

Group by counterparty / Aggregate by property

This is the default view when you open your property dashboard. It shows one trading card per trading counterparty underneath the chart. Each card shows the imports from and exports to the counterparty for all meters at the property. Note in the image below that this property is trading with two properties managed by Daniel Northolme.

Group by trade type / Aggregate by property

To view the property trade summary grouped by the type of trade simply select the group by trade type option. Now each trading card is for one trade type, so the imports and exports are totalled per trade type.

Group by trade type / Aggregate by meter

If you want to see the energy imports and exports for individual meters, you can by selecting the aggregate by meter option. Each trading card shows the imports to and exports from an individual meter:

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