ETRM Reporting
Transform complex market data into clear, actionable insights with reporting frameworks built to ensure PnL accuracy and position exposure.
Expert-Led Selection
Our reporting frameworks turn unorganized data into actionable insights.
We bridge the gap between complex system data and your Front, Middle, and Back Office, ensuring your reporting tools deliver the visibility required to manage your business effectively.
Specialized Power BI Integration
Extend your ETRM through Microsoft Power BI and Office 365, utilizing custom calculations and measures to add critical components to your data.
Process & Dashboard Design
Accelerate decision-making with easy-to-use dashboards for quick insights and custom layouts designed for detailed, business-specific views.
Data Management & Structure
Streamline imports and exports from internal and external providers while developing structured datasets to make sense of unorganized system information.
Full Lifecycle Support
From requirements gathering and training plans to environment security and ongoing workspace management, we ensure your reporting ecosystem is reliable and secure.
Software Experience
What Our Clients Are Saying
We were founded to provide companies with better service around their ETRM systems. Read why our clients choose to partner with us for the long term.
Find Your Fit
Simplify your search with unbiased, expert validation.
Our Reporting Process
We turn complex system data into clear, actionable business intelligence. By applying a structured approach to data management and visualization, we ensure your reporting ecosystem provides a precise view of your P&L, risk exposure, and operational performance across the entire Front, Middle, and Back Office.
01. Requirements & Process Design
We begin with deep-dive business analysis to understand your specific reporting needs. This includes identifying the specific changes or enhancements required within your underlying ETRM and source systems to make the desired reporting possible. Our team establishes comprehensive programs and training plans to ensure every department gets the visibility it requires.
02. Data Management & Structure
TruPoint specializes in organizing the “noise” of raw ETRM data. We develop structured queries and datasets, streamlining data imports and exports from both internal systems and external market providers to ensure a clean, reliable foundation for your reports.
03. Custom Report & Dashboard Creation
We build tailored reporting solutions using Power BI, SSRS, or Excel, utilizing custom calculations and sophisticated measures to capture nuances like complex price curves and volatility. From high-level dashboards for quick insights to granular layouts, we extend your ETRM functionality through Office 365 to ensure data is visualized exactly how you need to see it.
05. Environment & Lifecycle Support
Our work doesn’t end at delivery. We manage your reporting environment, including user security, workspace management, and ongoing support, ensuring your team is fully trained and your reporting tools remain secure and operational.
Find Your Fit
Simplify your search with unbiased, expert validation.
Frequently Asked Questions
Building a reliable reporting ecosystem requires technical depth and strategic design.
Here is how we ensure your data is accurate, automated, and structured to provide a clear view of your business performance.
Which reporting tools do you support?
While we specialize in extending ETRMs through Microsoft Power BI, we also provide expert support for SQL Server Reporting Services (SSRS) and advanced Excel-based analytics. We’ll choose the best reporting tools that works with your team.
How do you handle the security of our sensitive trading data?
Security is integrated into our environment management process. We establish strict user maintenance protocols and workspace security within your Office 365 or SQL environment to ensure your proprietary data is only accessible to authorized stakeholders.
Will our internal team need to manage the reporting environment?
We provide full environment and lifecycle support. We work closely with your internal IS departments to ensure long-term system health, managing user security, workspace and app maintenance, and ongoing training. This collaborative approach allows your team to focus on analyzing data rather than maintaining the infrastructure.
Can you integrate data from external market providers?
Yes. A key part of our methodology is streamlining data imports and exports from both internal systems and external providers, such as ISOs or market data feeds, to create a unified view of your position exposure.
Can you create custom calculations for complex price curves?
Absolutely. We use custom measures and calculations within Power BI and SSRS to add sophisticated analytical components to your reports, specifically designed to handle the high volatility and complexity of the energy and commodity markets.