Assessment status by period List
Count assessments by status and period start for a selected organization.
- Renewable Energy Certificate
- Reports and analytics
Reports for the questions your team asks
Answer status, amount, decision and exception questions from linked records.
Overview×
Renewable Energy Certificate · Overview
Renewable Energy Certificate dashboard
This quarter
Certificate retirements in view
6Draft
2Submitted
1Approved
1Assessments by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 35 | ||
| Review | 20 | 57% | |
| Approved | 14 | 70% | |
| Submitted | 9 | 64% |
Revision by status
Sample totals per stage
More reports
Assessment amounts by business unit Grouped
Sum assessment amounts through each counterparty business unit and organization.
Application status by organization Grouped
Count application records by status beneath each organization and parent assessment.
Application deposits by status List
Sum initial deposits by application status for a selected date range.
Review decisions by outcome List
Count Approve, Reject and Return decisions by reviewer and decision date.
Unresolved operation receipts List
List Pending, Failed and needs review receipts with expected revisions and failure reasons.
Attachment visibility by assessment Grouped
Count Internal and Shared attachments under each parent assessment.
Assessment test verification List
Count tests by evidence type and verified value for a selected period.
Set up Renewable Energy Certificate your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.