What is awaiting a decision?
Start with instructions in Review and positions in Submitted, then open the related owner and revision.
From Trading instructions
- Energy Trading Platform
- Reports and analytics
Reports for the questions your team asks
Trace status, decisions, provider evidence and account exceptions to source records.
Overview×
Energy Trading Platform · Overview
Energy Trading Platform dashboard
This quarter
Energy positions in view
6Total revision
1,990Approved
3Completed
2Instructions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 35 | ||
| Review | 8 | 23% | |
| Authorized | 3 | 38% | |
| Submitted | 1 | 33% |
Requested amount USD by status
Sample totals per stage
Questions to answer
What did the provider actually confirm?
Compare the instruction status and provider ID with verified confirmation or settlement evidence.
From Trading instructions
Which account movements need work?
Review unmatched and exception items beside their account, amount and occurrence date.
Which operations are uncertain?
Read receipts in needs review with their expected revision and failure reason.
More reports
Instruction status by organization Grouped
Group instructions by organization and status, with requested amount by group.
Review decisions by reviewer List
Show decision, source revision, reason and decision date for each reviewer.
Provider evidence by instruction Grouped
Trace evidence type, verification and provider event reference under each instruction.
Position outcomes by organization Grouped
Compare position status and decision date for each organization.
Account movement exceptions List
List unmatched and exception movements with amount, occurrence date and account.
Receipt completion review List
Show operation key, result state, expected revision and failure reason.
Provider balance history List
Compare ledger and available balances by account and snapshot date.
Set up Energy Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.