Using the settlement dashboard

  1. Go to Settlements > Operations > Settlement Dashboard.

  2. Select a Market from the dropdown to view that market's settlement summary information.

  3. In the Date Range dropdown, select Last seven days or Custom.

    If you select Custom, enter a Settlement Date in the field, or click the calendar icon and select a date from the calendar control.

    If you select Last seven days, the dates of the last seven days display in the dropdown. Select a date.

  4. In the Load Summary pane, click expand and collapse icon in the upper left to expand or collapse the pane to view or hide the load summary graphs.

  5. In the Zone Settlements Summary pane:

    • Click expand and collapse icon in the upper left of the pane to expand or collapse the pane to view or hide the Daily and Monthly Settlements summary tables.

    • Check the box at the left of a line to select that zone, or check the box in the table heading to select all zones in the table.

    • Under the Daily Settlements table heading, view:

      • Current Settlement Date: Readiness score, SOLV, and ULV

      • Settlement Date – 1: SOLV and ULV

      • Settlement Date – 2: SOLV and ULV

    • Under the Monthly Settlements table, view:

      • Current month-to-date (MTD) values

      • Monthly totals for the prior two months

    • Right click the table to:

      • Request data (official load values) from the Market for selected zones

      • Submit data (unofficial load values) to the Market for selected zones

      • Export the selected zones to Excel

  6. In the Daily Settlements Workbench pane:

    • Click expand and collapse icon in the upper left of the pane to expand or collapse the pane to view or hide the Daily Settlements data.

    • Select two channels and click Compare.

    • Right click a single Settlement Point and:

      • Submit data (unofficial load values) to the Market for selected Settlement Point

      • Export the selected Settlement Point to Excel

    • Right click multiple Settlement Points and:

      • Drill down to the Diagnostics UI

      • Request data (official load values) from the Market for selected Settlement Points

      • Submit data (unofficial load values) to the Market for selected Settlement Points

      • Export the selected Settlement Points to Excel