MIS Report Descriptions, Templates, and Samples

In this section

Below is a complete listing of Market Information Server (MIS) reports that explains the format, content, and recent changes to each report. Click the Report Type Key in the table to jump to that type of report where you can download:

A report description by clicking the report name
A blank report template by clicking the XLTX link
Sample data by clicking the CSV link

Report Type Key	Report Type Description
All Reports	Contains the most recent of all report descriptions
Information Supporting All Reports	Contains the most recent of report supporting detail, e.g. file naming convention and retention
MIS Report Format Macro-Enabled Add-In for Excel 2016	Contains the most recent MIS Report Format Macro-Enabled Add-In for Excel 2016.
ad	Adjustment Detail
bl	Bill Detail
fa	Financial Assurance
fi	Forecast Information
oi	Operation Information
sd	Settlement Details
sp	Special
sr	Settlement Report
ss	Standard Settlement
tr	Tariff Report
ww	World Wide Web

Report Name	Change Summary	Effective Date	Template	Sample
This information represents the report type and abbreviated name for the applicable report.	This information represents the most recent change detail for the applicable report.	This information represents the date that corresponds to the most recent change detail for the applicable report.	This Excel template (xltx) contains the generic format and structure for the applicable report.	This portable document format (pdf) or comma-separated value (csv) file contains example data that a customer may receive from the ISO within the applicable report.

All Reports	Existing. This document contains the most recent of all report descriptions. An Archived Market Information Server Tracking Table is also included.	Effective immediately. This document contains the most recent of all report descriptions as of the last MIS report notice distributed by the ISO	ZIP	ZIP
Information Supporting All Reports	Existing. This document contains the most recent of information supporting all reports.	Effective immediately. This primarily static document contains the most recent of report supporting detail, e.g. file naming convention and retention.
MIS Report Format Macro-Enabled Add-In for Excel 2016	This file, once enabled within Excel 2016 as an add-in, allows customers to format the MIS CSV files with the applicable template.	Effective immediately. Instructions for enabling the add-in are available in Ask ISO. A tutorial for using the Add-In is also available in Ask ISO.
Report Name	Change Summary	Effective Date	Template	Sample
ad_rmrregion	Existing.	01.01.2001	ZIP	CSV
bl_dailyposition	Modified. No change in report structure, Regulation Market will include the “Make Whole” credits and charges.	07.01.2013	XLTX	CSV
bl_details	Modified. Added DA Ancillary Services Market columns to Hourly Bill Detail tab.	03.01.2025	XLTX	CSV
bl_detailssub	Modified. Added DA Ancillary Services Market columns to Hourly Bill Detail tab.	03.01.2025	XLTX	CSV
bl_invoice	Existing.	01.01.2001	XLTX	CSV
bl_invoicesub	New.	05.01.2019	XLTX	CSV
bl_pmtdefault	New. The first version of this report may be issued any time after 01.25.2011.	01.25.2011	XLTX	CSV
bl_print_invoice	Existing.	12.01.2005	PDF	PDF
bl_print_remittance	Existing.	12.01.2005	PDF	PDF
bl_printsub	New.	05.01.2019	PDF	PDF
bl_shortfall	New. The first version of this report may be issued any time after 01.25.2011.	01.25.2011	XLTX	CSV
bl_subdetails	Modified. Added DA Ancillary Services Market columns to Hourly Bill Detail tab.	03.01.2025	XLTX	CSV
bl_subinvoice	New.	05.25.2016	XLTX	CSV
fa_ftrpreawdreq	Modified. “Auction Name” column has been added. “BidFA” column will be reported as NULL.	09.17.2019	XLTX	CSV
fi_rtdispetimport	Modified.	06.01.2010	XLTX	CSV
fi_unitoper	Existing.	01.01.2001	XLTX	CSV
oi_claim1030startnotification	Retired. This report was never released.	05.01.2014	XLTX	CSV
oi_daextrans	Existing.	01.01.2001	XLTX	CSV
oi_lossesmd	Modified. Added RIE to the list of operating company.	08.14.2023	XLTX	CSV
oi_meter	Retired.	03.01.2017	XLTX	CSV
oi_unitoper	Modified. Expanded UCM code descriptions.	11.02.2020	XLTX	CSV
oi_unitoperdrr	Modified. Expanded UCM code descriptions.	11.02.2020	XLTX	CSV
oi_unitrtrsv	Modified. No change in report structure. Updated to include Demand Response Resources.	06.01.2018	XLTX	CSV
oi_weeklyclaim1030	Retired. This report was never released.	05.01.2014	XLTX	CSV
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Report Name	Change Summary	Effective Date	Template	Sample
sd_arrawdsum	Modified. New section for “Subaccount” reporting.	10.01.2019	XLTX	CSV
sd_arrawdsumsub	New.	11.01.2022	XLTX	CSV
sd_arrsum	Modified. No change in report structure. In addition to the auction period, the auction round will be reported in the “Market Name” column.	10.09.2012	XLTX	CSV
sd_arrtransact	Modified. No change in report structure. In addition to the auction period, the auction round will be reported in the “Market Name” column.	10.09.2012	XLTX	CSV
sd_blackstartcharge	Retired. This report will be issued for any resettlements for any obligation month prior to 01.01.2013.	01.01.2013	XLTX	CSV
sd_blackstartpayment	Retired. This report will be issued for any resettlements for any obligation month prior to 01.01.2013.	01.01.2013	XLTX	CSV
sd_bscapitalpmt	Modified. In the “Summary Section”, “Blackstart CIP Capital Payment (station)” is null effective January 1, 2019 and modified the description for “Total Blackstart Capital Payment (station)”. “CIP Capital Section” is NULL effective January 1, 2019.	01.01.2019	XLTX	CSV
sd_bscapitalpmtsub	New.	11.01.2022	XLTX	CSV
sd_bscharge	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.13.2014	XLTX	CSV
sd_bschargesub	New.	11.01.2022	XLTX	CSV
sd_bsequipdamage	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.13.2014	XLTX	CSV
sd_bsequipdamagesub	New.	11.01.2022	XLTX	CSV
sd_bsnondbrscpmt	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.13.2014	XLTX	CSV
sd_bsnondbrscpmtsub	New.	11.01.2022	XLTX	CSV
sd_bsoperations	Modified. Added note that “Blackstart CIP Station Effective Date” field is NULL effective January 01, 2019.	06.02.2020	XLTX	CSV
sd_bsoperationssub	New.	11.01.2022	XLTX	CSV
sd_bsopmaintpmt	Modified. In the “Summary Section”, “Blackstart CIP O+M Payment (station)” is NULL effective January 1, 2019 and modified the description of “Total Blackstart O+M Payment (station)”. “CIP O+M Section” is NULL effective January 1, 2019.	01.01.2019	XLTX	CSV
sd_bsopmaintpmtsub	New.	11.01.2022	XLTX	CSV
sd_bsstandardratepmt	Modified. Added new columns “Subaccount ID” and “Subaccount Name” in the “Standard Rate Payment” section.	06.13.2014	XLTX	CSV
sd_bsstandardratepmtsub	New.	11.01.2022	XLTX	CSV
sd_bsstationspecific	Modified. In the “Summary Section”, “Blackstart Station-specific CIP Capital Payment (station)”, is NULL effective January 1, 2019 and updated the description for “Total Blackstart Station-specific Capital Payment (station)”.	01.01.2019	XLTX	CSV
sd_bsstationspecificsub	New.	11.01.2022	XLTX	CSV
sd_cosresdtl	New.	06.01.2022	XLTX	CSV
sd_daascleared	New.	03.01.2025	XLTX	CSV
sd_daasdt	New.	03.01.2025	XLTX	CSV
sd_daasdtsub	New.	03.01.2025	XLTX	CSV
sd_dacleared	Modified. Added “DRR Aggregation Zone” to “Location Type”. Added “Reduction Offer” to “Bid/Offer Type”.	06.01.2018	XLTX	CSV
sd_dancpcdard	Modified. Added new columns: “DA TMSR Cleared MW” & “DA TMOR Cleared MW”. Modified description for “Trading Interval”, “Asset ID”, “Asset Name”, “Node ID”, “Node Name”, “Subaccount ID”, “Subaccount Name”, “Commitment Reason”, “Settlement Period Type”, “Commitment Minimum Consumption Limit”, “Day-Ahead Cleared MW”, “DARD Type” columns.	03.01.2025	XLTX	CSV
sd_dancpcdardsub	Modified. Added new columns: “DA TMSR Cleared MW” & “DA TMOR Cleared MW”. Modified description for “Subaccount ID”, “Subaccount Name”, “Trading Interval”, “Asset ID”, “Asset Name”, “Node ID”, “Node Name”, “Commitment Reason”, “Settlement Period Type”, “Commitment Minimum Consumption Limit”, “Day-Ahead Cleared MW”, “DARD Type” columns.	03.01.2025	XLTX	CSV
sd_dancpcdrr	Modified. Added new columns: “DA TMSR Cleared MW”, “DA TMNSR Cleared MW”, “DA TMOR Cleared MW”, and “DA EIR Cleared MW”. Modified description for “Asset ID”, “Asset Name”, “Settlement Location Type”, “Settlement Location Name”, “Subaccount ID”, “Subaccount Name”, “Commitment Source”, “Commitment Timestamp”, “Fast Start at Commitment”, “Settlement Period Type”, “Commitment Reason”, “Day-Ahead Cleared MW” columns.	03.01.2025	XLTX	CSV
sd_dancpcdrrsub	Modified. Added new columns: “DA TMSR Cleared MW”, “DA TMNSR Cleared MW”, “DA TMOR Cleared MW”, and “DA EIR Cleared MW”. Modified description for “Subaccount ID”, “Subaccount Name”, “Asset ID”, “Asset Name”, “Settlement Location Type”, “Settlement Location Name”, “Commitment Source”, “Commitment Timestamp”, “Fast Start at Commitment”, “Settlement Period Type”, “Commitment Reason”, “Day-Ahead Cleared MW” columns.	03.01.2025	XLTX	CSV
sd_dancpcgen	Modified. Added new columns: “DA TMSR Cleared MW”, “DA TMNSR Cleared MW”, “DA TMOR Cleared MW”, and “DA EIR Cleared MW”. Modified description for “Asset ID”, “Asset Name”, “Node ID”, “Node Name”, “Subaccount ID”, “Subaccount Name”, “Commitment Source”, “Commitment Timestamp”, “Commitment Type”, “Fast Start at Commitment”, “Commitment Reason”, “Commitment Unit Status”, “Self Schedule Treatment for Inter-temporal Violation”, “Day-Ahead Unit Status”, “Day-Ahead Cleared MW”, “DNE Capable Flexible DDG at Commitment”, “DA NCPC Generator Credit Class” columns.	03.01.2025	XLTX	CSV
sd_dancpcgensub	Modified. Added new columns: “DA TMSR Cleared MW”, “DA TMNSR Cleared MW”, “DA TMOR Cleared MW”, and “DA EIR Cleared MW”. Modified description for “Subaccount ID”, “Subaccount Name”, “Asset ID”, “Asset Name”, “Node ID”, “Node Name”, “Commitment Source”, “Commitment Timestamp”, “Commitment Type”, “Fast Start at Commitment”, “Commitment Reason”, “Commitment Unit Status”, “Self Schedule Treatment for Inter-temporal Violation”, “Day-Ahead Unit Status”, “Day-Ahead Cleared MW”, “DNE Capable Flexible DDG at Commitment”, “DA NCPC Generator Credit Class” columns.	03.01.2025	XLTX	CSV
sd_dancpcpayment	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sd_dancpcpymt	Modified. In “Settlement Period Summary Section”: modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Day-Ahead NCPC Asset Credit”, “Ownership Share”, “Participant Share Day-Ahead NCPC Credit”. In “Generator Credits Section”: added new columns “DA TMSR Cost”, “DA TMSR Adjustment Code”, “Final DA TMSR Cost”, “DA TMSR Revenue”, “DA TMNSR Cost”, “DA TMNSR Adjustment Code”, “Final DA TMNSR Cost”, “DA TMNSR Revenue”, “DA TMOR Cost”, “DA TMOR Adjustment Code”, “Final DA TMOR Cost”, “DA TMOR Revenue”, “DA EIR Cost”, “DA EIR Adjustment Code”, “Final DA EIR Cost, DA EIR Revenue”, modified columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Fast Start Generator”, “Mitigation Type”, “Final Energy Cost”, “Hourly Cost”, “Hourly Revenue”, “Fast Start Generator NCPC Credit”, “Fast Start Generator NCPC Credit Adjustment Code(s)”, “Fast Start Generator Final NCPC Credit”, “Non-Fast Start Generator Total Hourly Cost for Settlement Period”, “Non-Fast Start Generator Total Hourly Revenue for Settlement Period”, “Non-Fast Start Generator NCPC Credit for Settlement Period”, “Non-Fast Start Generator NCPC Credit for Settlement Period Adjustment Code(s)”, “Non-Fast Start Generator Final NCPC Credit for Settlement Period”, “Non-Fast Start Generator Negative Net Revenue”, “Non-Fast Start Generator Total Negative Net Revenue for Settlement Period”, “Non-Fast Start Generator Day-Ahead NCPC Credit”, “Ownership Share”, “Participant Share Day-Ahead NCPC Credit”, “NCPC Credit Type”, “DA NCPC Generator Credit Class”. In “External Transaction Credits Section”: added new columns “Import FER Credit”, “Export FER Charge”, modified descriptions of columns “External Transaction ID”, “External Node ID”, “External Node Name”, “Resource Type”, “Subaccount ID”, “Subaccount Name”, “Hourly Offer/Bid”, “Hourly Revenue/Cost”, “NCPC Credit”. In “Virtual Credits Section”: modified descriptions of columns “External Node ID”, “External Node Name”, “Resource Type”, “Subaccount ID”, “Subaccount Name”, “Hourly Offer/Bid”, “Hourly Revenue/Cost”, “NCPC Credit”. In “Virtual Credits - Segment Section”: modified descriptions of columns “Transaction ID”, “External Node ID”, “External Node Name”, “Resource Type”, “Subaccount ID”, “Subaccount Name”, “Segment ID”,” Hourly Offer/Bid”, “Hourly Revenue/Cost”, “NCPC Credit”. In “DARD Credits Section”: added new columns “DA TMSR Cost”, “DA TMSR Adjustment Code”, “Final DA TMSR Cost”, “DA TMSR Revenue”, “DA TMOR Cost”, “DA TMOR Adjustment Code”, “Final DA TMOR Cost”, “DA TMOR Revenue”, modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Final Energy Bid”, “Energy Cost”, “Hourly Credit”, “Hourly Bid for Settlement Period”, “Hourly Cost for Settlement Period”, “NCPC Credit for Settlement Period”, “Negative Net Cost”, “Total Negative Net Cost for Settlement Period”, “Day-Ahead NCPC Credit”, “Ownership Share”, “Participant Share Day-Ahead NCPC Credit”. In “DRR Settlement Period Summary Section”: modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”. In “DRR Credits Section”: added new columns “DA TMSR Cost”, “DA TMSR Adjustment Code”, “Final DA TMSR Cost”, “DA TMSR Revenue”, “DA TMNSR Cost”, “DA TMNSR Adjustment Code”, “Final DA TMNSR Cost”, “DA TMNSR Revenue”, “DA TMOR Cost”, “DA TMOR Adjustment Code”, “Final DA TMOR Cost”, “DA TMOR Revenue”, “DA EIR Cost”, “DA EIR Adjustment Code”, “Final DA EIR Cost”, “DA EIR Revenue”, modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Settlement Period Type”, “Final Energy Cost Unadjusted”, “Final Energy Cost”, “Hourly Cost”, “Hourly Revenue Unadjusted”, “Hourly Revenue”, “Fast Start Demand Response Resource NCPC Credit”, “Fast Start Demand Response Resource NCPC Credit Adjustment Code(s)”, “Fast Start Demand Response Resource Final NCPC Credit”, “Non-Fast Start Demand Response Resource Total Hourly Cost for Settlement Period”, “Non-Fast Start Demand Response Resource Total Hourly Revenue for Settlement Period”, “Non-Fast Start Demand Response Resource NCPC Credit for Settlement Period”, “Non-Fast Start Demand Response Resource NCPC Credit for Settlement Period Adjustment Code(s)”, “Non-Fast Start Demand Response Resource Final NCPC Credit for Settlement Period”, “Non-Fast Start Demand Response Resource Negative Net Revenue”, “Non-Fast Start Demand Response Resource Total Negative Net Revenue for Settlement Period”, “Non-Fast Start Demand Response Resource Day-Ahead NCPC Credit”, “Participant Share Day-Ahead NCPC Credit”.	03.01.2025	XLTX	CSV
sd_dancpcpymtsub	Modified. In “Settlement Period Summary Section”: modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Day-Ahead NCPC Asset Credit”, “Ownership Share”, “Participant Share Day-Ahead NCPC Credit”. In “Generator Credits Section”: added new columns “DA TMSR Cost”, “DA TMSR Adjustment Code”, “Final DA TMSR Cost”, “DA TMSR Revenue”, “DA TMNSR Cost”, “DA TMNSR Adjustment Code”, “Final DA TMNSR Cost”, “DA TMNSR Revenue”, “DA TMOR Cost”, “DA TMOR Adjustment Code”, “Final DA TMOR Cost”, “DA TMOR Revenue”, “DA EIR Cost”, “DA EIR Adjustment Code”, “Final DA EIR Cost, DA EIR Revenue”, modified columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Fast Start Generator”, “Mitigation Type”, “Final Energy Cost”, “Hourly Cost”, “Hourly Revenue”, “Fast Start Generator NCPC Credit”, “Fast Start Generator NCPC Credit Adjustment Code(s)”, “Fast Start Generator Final NCPC Credit”, “Non-Fast Start Generator Total Hourly Cost for Settlement Period”, “Non-Fast Start Generator Total Hourly Revenue for Settlement Period”, “Non-Fast Start Generator NCPC Credit for Settlement Period”, “Non-Fast Start Generator NCPC Credit for Settlement Period Adjustment Code(s)”, “Non-Fast Start Generator Final NCPC Credit for Settlement Period”, “Non-Fast Start Generator Negative Net Revenue”, “Non-Fast Start Generator Total Negative Net Revenue for Settlement Period”, “Non-Fast Start Generator Day-Ahead NCPC Credit”, “Ownership Share”, “Participant Share Day-Ahead NCPC Credit”, “NCPC Credit Type”, “DA NCPC Generator Credit Class”. In “External Transaction Credits Section”: added new columns “Import FER Credit”, “Export FER Charge”, modified descriptions of columns “External Transaction ID”, “External Node ID”, “External Node Name”, “Resource Type”, “Subaccount ID”, “Subaccount Name”, “Hourly Offer/Bid”, “Hourly Revenue/Cost”, “NCPC Credit”. In “Virtual Credits - Segment Section”: modified descriptions of columns “Transaction ID”, “External Node ID”, “External Node Name”, “Resource Type”, “Subaccount ID”, “Subaccount Name”, “Segment ID”,” Hourly Offer/Bid”, “Hourly Revenue/Cost”, “NCPC Credit”. In “DARD Credits Section”: added new columns “DA TMSR Cost”, “DA TMSR Adjustment Code”, “Final DA TMSR Cost”, “DA TMSR Revenue”, “DA TMOR Cost”, “DA TMOR Adjustment Code”, “Final DA TMOR Cost”, “DA TMOR Revenue”, modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Final Energy Bid”, “Energy Cost”, “Hourly Credit”, “Hourly Bid for Settlement Period”, “Hourly Cost for Settlement Period”, “NCPC Credit for Settlement Period”, “Negative Net Cost”, “Total Negative Net Cost for Settlement Period”, “Day-Ahead NCPC Credit”, “Ownership Share”, “Participant Share Day-Ahead NCPC Credit”. In “DRR Settlement Period Summary Section”: modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”. In “DRR Credits Section”: added new columns “DA TMSR Cost”, “DA TMSR Adjustment Code”, “Final DA TMSR Cost”, “DA TMSR Revenue”, “DA TMNSR Cost”, “DA TMNSR Adjustment Code”, “Final DA TMNSR Cost”, “DA TMNSR Revenue”, “DA TMOR Cost”, “DA TMOR Adjustment Code”, “Final DA TMOR Cost”, “DA TMOR Revenue”, “DA EIR Cost”, “DA EIR Adjustment Code”, “Final DA EIR Cost”, “DA EIR Revenue”, modified descriptions of columns “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Settlement Period Type”, “Final Energy Cost Unadjusted”, “Final Energy Cost”, “Hourly Cost”, “Hourly Revenue Unadjusted”, “Hourly Revenue”, “Fast Start Demand Response Resource NCPC Credit”, “Fast Start Demand Response Resource NCPC Credit Adjustment Code(s)”, “Fast Start Demand Response Resource Final NCPC Credit”, “Non-Fast Start Demand Response Resource Total Hourly Cost for Settlement Period”, “Non-Fast Start Demand Response Resource Total Hourly Revenue for Settlement Period”, “Non-Fast Start Demand Response Resource NCPC Credit for Settlement Period”, “Non-Fast Start Demand Response Resource NCPC Credit for Settlement Period Adjustment Code(s)”, “Non-Fast Start Demand Response Resource Final NCPC Credit for Settlement Period”, “Non-Fast Start Demand Response Resource Negative Net Revenue”, “Non-Fast Start Demand Response Resource Total Negative Net Revenue for Settlement Period”, “Non-Fast Start Demand Response Resource Day-Ahead NCPC Credit”, “Participant Share Day-Ahead NCPC Credit”.	03.01.2025	XLTX	CSV
sd_datransact	Modified. Added “DRR Aggregation Zone” to “Originating Location Type” and “Destination Location Type” in the “External Transactions” section. Added “DRR Aggregation Zone” to “Location Type” in the “Internal Transactions” section.	06.01.2018	XLTX	CSV
sd_datransactsub	New.	04.01.2020	XLTX	CSV
sd_daunitop	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sd_drchgdetail	Retired.	06.01.2018	XLTX	CSV
sd_drstldetail	Retired.	06.01.2018	XLTX	CSV
sd_fcmavail	Retired.	06.01.2018	XLTX	CSV
sd_fcmcharges	New.	06.01.2022	XLTX	CSV
sd_fcmclodtl	New.	06.01.2022	XLTX	CSV
sd_fcmclodtlsub	New.	06.01.2022	XLTX	CSV
sd_fcmclostldtl	Modified. Added new column “Capacity Zone Failure to Cover Credits” in the “Capacity Zone” section; added new column “Customer Failure to Cover Credits” in the Customer section; added new column “Subaccount Failure to Cover Credits” in the “Subaccount” section.	06.01.2019	XLTX	CSV
sd_fcmclostldtlsub	New.	06.01.2022	XLTX	CSV
sd_fcmclostldtl2	New.	06.01.2022	XLTX	CSV
sd_fcmdardncba	Modified. In section "Asset Hourly", columns "Shortage Event Trading Date" and "Shortage Event Trading Interval" renamed to "Scarcity Condition Event Trading Date", "Scarcity Condition Event Trading Interval".	06.01.2022	XLTX	CSV
sd_fcmdlychrgstldtl	New.	06.01.2022	XLTX	CSV
sd_fcmdlychrgstldtlsub	New.	06.01.2022	XLTX	CSV
sd_fcmftcdtl	New.	06.01.2019	XLTX	CSV
sd_fcmftcdtl2	New.	06.01.2022	XLTX	CSV
sd_fcmftcdtl2sub	New.	11.01.2022	XLTX	CSV
sd_fcmimportpenaltychg	Retired.	06.01.2018	XLTX	CSV
sd_fcmimportpenaltycrd	Retired.	06.01.2018	XLTX	CSV
sd_fcmmthreqlaowner	This report is expected to be released following the settlement obligation month.	06.01.2010	XLTX	CSV
sd_fcmnscdtl	Retired.	06.01.2018	XLTX	CSV
sd_fcmnscdtl2	Modified. Added “ART Transaction Detail”, “ART Subaccount Detail” and “ART Customer Detail” section. Updated description of “Net Supply Credit”.	06.01.2020	XLTX	CSV
sd_fcmperformstldtl	Retired.	06.01.2018	XLTX	CSV
sd_fcmpfpacp	Modified. In the 'Generating Resources', 'Import Resources', 'Passive DR Resources', 'Active Demand Capacity Resrcs', 'Demand Response Resources', 'Generating Assets' 'Non Capacity Imports', 'Passive Demand Response Assets', and 'External Transaction Details' sections, updated the description of ‘Capacity Scarcity Condition Type’ clarifying that multiple types are possible.	03.05.2020	XLTX	CSV
sd_fcmpfpacpprelim	Modified. In the 'Generating Resources', 'Import Resources', 'Passive DR Resources', 'Active Demand Capacity Resrcs', 'Demand Response Resources', 'Generating Assets' 'Non Capacity Imports', 'Passive Demand Response Assets', and 'External Transaction Details' sections, updated the description of ‘Capacity Scarcity Condition Type’ clarifying that multiple types are possible.	03.05.2020	XLTX	CSV
sd_fcmpfpcpsbt	Modified. In the ‘DESCRIPTION’ column, removed references to Passive Demand Response Assets.	01.01.2019	XLTX	CSV
sd_fcmpfprespymt	Modified. In ‘Interval’ section, updated descriptions for ‘Capacity Scarcity Condition Type’ and ‘Stop-Loss Interval Capacity Performance Payment’. In the ‘Month’ section, updated the descriptions for ‘Preliminary Stop-Loss Annual Capacity Performance Payment’, ‘Balancing Fund’ and ‘Final Stop-Loss Annual Capacity Performance Payment’. In ‘Annual Stop-Loss’ section, updated descriptions for ‘Capacity Zone Annual Stop-Loss Rate’ and ‘Annual Stop-Loss’. In ‘Monthly Stop-Loss’ section, updated the descriptions for ‘Forward Capacity Auction Capacity Supply Obligation’ and ‘Monthly Stop-Loss’.	07.09.2018	XLTX	CSV
sd_fcmpfprespymtsub	New.	11.01.2022	XLTX	CSV
sd_fcmpfpscore	Modified. In the “Control Area” and “Capacity Zone” sections, updated the description of ‘Capacity Scarcity Condition Type’ clarifying that multiple types are possible.	03.05.2020	XLTX	CSV
sd_fcmpfpscoreprelim	Modified. In the ‘Control Area’ and ‘Entities’ sections, updated the description of ‘Capacity Scarcity Condition Type’ clarifying that multiple types are possible.	03.05.2020	XLTX	CSV
sd_fcmpreavail	Retired.	06.01.2018	XLTX	CSV
sd_fcmprecapreq	Modified. In the “Pool” section, the “Pool RTEG Capacity Supply Obligation” and “Pool RTEG Utilization Ratio” columns are NULL effective June 1, 2018. In the “Capacity Zone” section, the “Capacity Zone RTEG Capacity Supply Obligation” column is NULL effective June 1, 2018.	06.01.2018	XLTX	CSV
sd_fcmprelimclo	New.	06.01.2022	XLTX	CSV
sd_fcmreliabilitydtl	Modified. Modified description to mark Proration Denied for Reliability as null.	01.01.2019	XLTX	CSV
sd_fcmreliabilitydtl2	New.	06.01.2022	XLTX	CSV
sd_fcmreliabilitydtl2sub	New.	11.01.2022	XLTX	CSV
sd_fcmresstldtl	Modified. No change in report structure. “Average Monthly PER”, “PER Capacity Supply Obligation”, and “PER Cap” in the “PER Adjustment” section and “PER Adjustment” in the “Gross Supply Credit” section will be reporting NULL.	06.01.2019	XLTX	CSV
sd_fcmscadjdtl	New.	06.01.2022	XLTX	CSV
sd_fcmscadjdtlsub	New.	06.01.2022	XLTX	CSV
sd_forfeitedfa	New.	06.01.2022	XLTX	CSV
sd_ftrlt	Modified. New column “Auction Name” will be reported beginning with the approval of Round 1 of the 2013 Annual FTR Auction	10.09.2012	XLTX	CSV
sd_ftrltbopp	New. Note: Subaccount fields are formatted for future FTR Divisional Accounting updates.	09.17.2019	XLTX	CSV
sd_ftrltboppsub	New.	11.01.2022	XLTX	CSV
sd_ftrmthbopp	Modified. New column “Auction Name” will be reported beginning with the approval of Round 1 of the 2013 Annual FTR Auction.	09.17.2019	XLTX	CSV
sd_ftrmthboppsub	New.	11.01.2022	XLTX	CSV
sd_ftrmth	New. Auction bid data received by the ISO from participants for the Monthly FTR Auction. The first generation of the report will be distributed no earlier than March 25, 2011 for the months of January 2011 - April 2011.	01.01.2011	XLTX	CSV
sd_hrftr	Modified. New section “Subaccount Values” is formatted for future FTR Divisional Accounting updates.	09.17.2019	XLTX	CSV
sd_hrftrsub	New.	11.01.2022	XLTX	CSV
sd_invenergydetail	New.	12.01.2023	XLTX	CSV
sd_invenergydetailsub	New.	12.01.2023	XLTX	CSV
sd_irolcip	New.	01.01.2021	XLTX	CSV
sd_irolcipsub	New.	11.01.2022	XLTX	CSV
sd_monthlyepoh	Retired.	06.01.2018	XLTX	CSV
sd_mtftr	Mofified. New section “Subaccount Values” is formatted for future FTR Divisional Accounting updates.	09.17.2019	XLTX	CSV
sd_mtftrsub	New.	11.01.2022	XLTX	CSV
sd_regdtl	Retired.	12.01.2017	XLTX	CSV
sd_regdtlasm	Retired. This report will be issued for any settlement or resettlements of days through and including operating day March 30, 2015.	03.31.2015	XLTX	CSV
sd_regdtl5min	Modified. In “Regulation Up Reserve Charge Section”: added new column for Real-Time Reserve Market TMNSR Clearing Price.	04.01.2020	XLTX	CSV
sd_regdtl5minsub	New.	01.01.2021	XLTX	CSV
sd_reghrlydtl	New.	12.01.2017	XLTX	CSV
sd_reghrlydtlsub	New.	01.01.2021	XLTX	CSV
sd_rsvastdtl	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sd_rsvastdtlsub	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sd_rsvdtl5min	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sd_rsvdtl5min2	New.	03.01.2025	XLTX	CSV
sd_rsvdtl5minsub	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sd_rsvdtl5minsub2	New.	03.01.2025	XLTX	CSV
sd_rsvtransact	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sd_rtasset5min	Modified. In the “Customer” and “Subaccount Section” sections revised Real Time Demand Reduction Charge description.	04.01.2019	XLTX	CSV
sd_rtasset5minsub	New.	01.01.2021	XLTX	CSV
sd_rtdomain	Modified. Updated list of asset subtypes.	09.17.2019	XLTX	CSV
sd_rtload	Modified. Updated Asset Sub-type column description.	09.17.2019	XLTX	CSV
sd_rtloadsub	New.	04.01.2020	XLTX	CSV
sd_rtncpccs	New.	12.03.2014	XLTX	CSV
sd_rtncpccssub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdard5min	Modified. Renamed report to “Real-Time DARD Commitment and Dispatch Report”. Modified description of “Economic Dispatch Point”, “NCPC Self Schedule”, “Performance Audit” and “Early Start Trading Interval”. Added column: “Continuous Storage Regulating Flag”	03.31.2019	XLTX	CSV
sd_rtncpcdard5minsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdardpymt5min	Modified. In “DARD Credits Section“, updated list of codes in “Energy Bid for Commitment MW Ineligible Code” and “Energy Bid for Economic Dispatch MW Ineligible Code”, updated descriptions for “NCPC Commitment Credit Type” and “NCPC Dispatch Credit Type”.	03.31.2019	XLTX	CSV
sd_rtncpcdardpymt5minsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdardpymthr	Modified. Renamed section to “DARD Credits Section”	03.31.2019	XLTX	CSV
sd_rtncpcdardpymthrsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcddloc	Modified. Updated description of “Dispatch LOC Ineligible Code” column	05.01.2020	XLTX	CSV
sd_rtncpcddlocsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdloc	Modified. Updated description of “Dispatch LOC Ineligible Code” column	05.01.2020	XLTX	CSV
sd_rtncpcdlocsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdrrcs	New.	06.01.2018	XLTX	CSV
sd_rtncpcdrrcssub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdrrdloc	New. Updated description of “Dispatch LOC Ineligible Code” column	05.01.2020	XLTX	CSV
sd_rtncpcdrrdlocsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdrrpymthr	New.	06.01.2018	XLTX	CSV
sd_rtncpcdrrpymthrsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdrrpymt5min	New.	06.01.2018	XLTX	CSV
sd_rtncpcdrrpymt5minsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcdrr5min	New.	06.01.2018	XLTX	CSV
sd_rtncpcdrr5minsub	New.	06.01.2021	XLTX	CSV
sd_rtncpchsdrr	Modified. Added new column “FER Price”. Modified description for " Asset ID " , " Asset Name " , " Subaccount ID " , " Subaccount Name " , " Hourly Shortfall NCPC Asset Credit " , " Fast Start Demand Response Resource " , " Day-Ahead Minimum Reduction " , " Pool Distribution Loss Factor " , " Day-Ahead Cleared " , " Real-Time Maximum Reduction " , " Day-Ahead Hourly Shortfall NCPC Cost " , " Real-Time Hourly Shortfall NCPC Cost " , " Hourly Shortfall Eligible Quantity " , " Day-Ahead LMP " , " Real-Time LMP " , " Fast Start Credit Unadjusted " , " Fast Start Credit " , " Fast Start Credit Adjustment Code(s) " , " Final Fast Start Credit " , " Non-Fast Start Minimum Reduction Credit Unadjusted " , " Non-Fast Start Minimum Reduction Credit " , " Non-Fast Start Settlement Period Minimum Reduction Credit " , " Non-Fast Start Settlement Period Minimum Reduction Credit Adjustment Code(s) " , " Final Non-Fast Start Settlement Period Minimum Reduction Credit " , " Non-Fast Start Positive Minimum Reduction Credit " , " Non-Fast Start Settlement Period Positive Minimum Reduction Credit " , " Non-Fast Start Allocated Minimum Reduction Credit " , " Non-Fast Start Above Minimum Reduction Credit Unadjusted " , " Non-Fast Start Above Minimum Reduction Credit " , " Non-Fast Start Above Minimum Reduction Credit Adjustment Code(s) " , " Final Non-Fast Start Above Minimum Reduction Credit " , " Hourly Shortfall NCPC Credit " , " NCPC Credit Type " columns.	03.01.2025	XLTX	CSV
sd_rtncpchsdrrsub	Modified. Added new column “FER Price”. Modified description for " Subaccount ID " , " Subaccount Name " , " Asset ID " , " Asset Name " , " Hourly Shortfall NCPC Asset Credit " , " Fast Start Demand Response Resource " , " Day-Ahead Minimum Reduction " , " Pool Distribution Loss Factor " , " Day-Ahead Cleared " , " Real-Time Maximum Reduction " , " Day-Ahead Hourly Shortfall NCPC Cost " , " Real-Time Hourly Shortfall NCPC Cost " , " Hourly Shortfall Eligible Quantity " , " Day-Ahead LMP " , " Real-Time LMP " , " Fast Start Credit Unadjusted " , " Fast Start Credit " , " Fast Start Credit Adjustment Code(s) " , " Final Fast Start Credit " , " Non-Fast Start Minimum Reduction Credit Unadjusted " , " Non-Fast Start Minimum Reduction Credit " , " Non-Fast Start Settlement Period Minimum Reduction Credit " , " Non-Fast Start Settlement Period Minimum Reduction Credit Adjustment Code(s) " , " Final Non-Fast Start Settlement Period Minimum Reduction Credit " , " Non-Fast Start Positive Minimum Reduction Credit " , " Non-Fast Start Settlement Period Positive Minimum Reduction Credit " , " Non-Fast Start Allocated Minimum Reduction Credit " , " Non-Fast Start Above Minimum Reduction Credit Unadjusted " , " Non-Fast Start Above Minimum Reduction Credit " , " Non-Fast Start Above Minimum Reduction Credit Adjustment Code(s) " , " Final Non-Fast Start Above Minimum Reduction Credit " , " Hourly Shortfall NCPC Credit " , " NCPC Credit Type " columns.	03.01.2025	XLTX	CSV
sd_rtncpcgen	Retired.	03.01.2017	XLTX	CSV
sd_rtncpcgen5minsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcgen5min	Modified. Added column: “Continuous Storage Regulating Flag”	03.31.2019	XLTX	CSV
sd_rtncpchs	Modified. Added new column “FER Price”. Modified description for “Asset ID”, “Asset Name”, “Subaccount ID”, “Subaccount Name”, “Hourly Shortfall NCPC Asset Credit”, “Ownership Share”, “Participant Share Hourly Shortfall NCPC Credit”, “Fast Start Generator”, “Day-Ahead Economic Minimum”, “Day-Ahead Cleared”, “Real-Time Economic Maximum”, “Real-Time Hourly LEG Limit”, “Day-Ahead Hourly Shortfall NCPC Cost”, “Real-Time Hourly Shortfall NCPC Cost”, “Hourly Shortfall Eligible Quantity”, “Day-Ahead LMP”, “Real-Time LMP”, “Fast Start Credit”, “Fast Start Credit Adjustment Code(s)”, “Final Fast Start Credit”, “Non-Fast Start Economic Minimum Credit”, “Non-Fast Start Settlement Period Economic Minimum Credit” , “Non-Fast Start Settlement Period Economic Minimum Credit Adjustment Code(s)”, “Final Non-Fast Start Settlement Period Economic Minimum Credit” , “Non-Fast Start Positive Economic Minimum Credit” , “Non-Fast Start Settlement Period Positive Economic Minimum Credit” , “Non-Fast Start Allocated Economic Minimum Credit” , “Non-Fast Start Above Economic Minimum Credit”, “Non-Fast Start Above Economic Minimum Credit Adjustment Code(s)”, “Final Non-Fast Start Above Economic Minimum Credit”, “Hourly Shortfall NCPC Credit”, “Ownership Share”, “Participant Share NCPC Credit”, “NCPC Credit Type”, “DA NCPC Generator Credit Class” columns.	03.01.2025	XLTX	CSV
sd_rtncpchssub	Modified. Added new column “FER Price”. Modified description for “Subaccount ID”, “Subaccount Name”, “Asset ID”, “Asset Name”, “Hourly Shortfall NCPC Asset Credit”, “Ownership Share”, “Participant Share Hourly Shortfall NCPC Credit”, “Fast Start Generator”, “Day-Ahead Economic Minimum”, “Day-Ahead Cleared”, “Real-Time Economic Maximum”, “Real-Time Hourly LEG Limit”, “Day-Ahead Hourly Shortfall NCPC Cost”, “Real-Time Hourly Shortfall NCPC Cost”, “Hourly Shortfall Eligible Quantity”, “Day-Ahead LMP”, “Real-Time LMP”, “Fast Start Credit”, “Fast Start Credit Adjustment Code(s)”, “Final Fast Start Credit”, “Non-Fast Start Economic Minimum Credit”, “Non-Fast Start Settlement Period Economic Minimum Credit” , “Non-Fast Start Settlement Period Economic Minimum Credit Adjustment Code(s)”, “Final Non-Fast Start Settlement Period Economic Minimum Credit” , “Non-Fast Start Positive Economic Minimum Credit” , “Non-Fast Start Settlement Period Positive Economic Minimum Credit” , “Non-Fast Start Allocated Economic Minimum Credit” , “Non-Fast Start Above Economic Minimum Credit”, “Non-Fast Start Above Economic Minimum Credit Adjustment Code(s)”, “Final Non-Fast Start Above Economic Minimum Credit”, “Hourly Shortfall NCPC Credit”, “Ownership Share”, “Participant Share NCPC Credit”, “NCPC Credit Type”, “DA NCPC Generator Credit Class” columns.	03.01.2025	XLTX	CSV
sd_rtncpchsdard	New. Update to previously posted Draft report description document: modified column heading from “Hourly Shortfall Credit Adjustment Code” to “Hourly Shortfall Credit Adjustment Code(s)”; modified description of “Participant Hourly Shortfall Economic NCPC Credit”.	03.01.2017	XLTX	CSV
sd_rtncpchsdardsub	New.	06.01.2021	XLTX	CSV
sd_rtncpclscpr	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sd_rtncpcpmt	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sd_rtncpcpmtdtl	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sd_rtncpcpostdard	Retired.	03.01.2017	XLTX	CSV
sd_rtncpcpostgen	Modified. Removed outdated effective dating references from column descriptions. In the “LEG Generators - Hourly Section”, modified descriptions for “Revenue Quality Metering” and “Actual Revenue”. In the “Non-LEG Generators Section”, modified descriptions for “Revenue Quality Metering”, “Actual Energy Revenue”, “Hourly Start-Up Cost”, “No Load Cost”, “Actual Energy Cost”, and “Actual Hourly Cost”.	04.01.2020	XLTX	CSV
sd_rtncpcpostgensub	New.	06.01.2021	XLTX	CSV
sd_rtncpcpymt	Modified. For complete details, please see the report’s Change Summary available with the report description.	05.25.2016	XLTX	CSV
sd_rtncpcpymthr	New.	03.01.2017	XLTX	CSV
sd_rtncpcpymthrsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcpymt5min	Modified. Modified description of “RT NCPC Generator Credit Class”.	03.31.2019	XLTX	CSV
sd_rtncpcpymt5minsub	New.	06.01.2021	XLTX	CSV
sd_rtncpcreallocate	New.	06.01.2018	XLTX	CSV
sd_rtncpcreallocatesub	New.	06.01.2021	XLTX	CSV
sd_rttransact	Modified. Removed outdated effective dating references. In “15 Minute External Transaction Section”, the header was updated.	04.01.2020	XLTX	CSV
sd_rttransactsub	New.	04.01.2020	XLTX	CSV
sd_rttransact5min	Modified. Added “DRR Aggregation Zone” to “Originating Location Type” and “Destination Location Type” in the “External Transactions Section”.	06.01.2018	XLTX	CSV
sd_rttransact5minsub	New.	04.01.2020	XLTX	CSV
sd_rtunitasm	Modified. Updated list of generator subtypes.	09.17.2019	XLTX	CSV
sd_rtunitasmsub	New.	04.01.2020	XLTX	CSV
sd_rtunitop	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sd_mpls	New.	02.01.2022	XLTX	CSV
sd_varccchg	Modified. In the “VAR CC Charge Details” and “Subaccount” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
sd_varccchgsub	New.	11.01.2022	XLTX	CSV
sd_varccpmt	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.01.2016	XLTX	CSV
sd_varccpmtsub	New.	11.01.2022	XLTX	CSV
sd_varcecpmt	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.01.2016	XLTX	CSV
sd_varcecpmtsub	New.	11.01.2022	XLTX	CSV
sd_varceppmt	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.01.2016	XLTX	CSV
sd_varceppmtsub	New.	11.01.2022	XLTX	CSV
sd_varlocpmt	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.01.2016	XLTX	CSV
sd_varlocpmtsub	New.	11.01.2022	XLTX	CSV
sd_varvcchg	Modified. In the “VAR VC Charge Details”, “HV VAR VC Charge Details”, “Subaccount - VAR VC Charge”, and “Subaccount – HV VAR VC Charge” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
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sd_varvcchgsub	New.	11.01.2022	XLTX	CSV
Report Name	Change Summary	Effective Date	Template	Sample
sp_araresult	Modified. Added new "ART" section.	06.05.2019	XLTX	CSV
sp_dmdrsp	Modified. The name of the 'Enrolling Participant ID' column has been renamed.	06.01.2010	XLTX	CSV
sp_dmdrspdly	Modified. The name of the 'Meter Reader / IBCS Customer ID' column has been renamed.	06.01.2010	XLTX	CSV
sp_eqr	Modified. No change in report structure, new line items for DAAS and for updated Real-Time Reserves will be reported effective March 2025.	03.01.2025	Not available	CSV
sp_eqrlag	Modified. No change in report structure, new line item “IROL-CIP Payment” will be reported effective April 15, 2025.	04.15.2025	Not available	CSV
sp_existcapqual	Modified. No change in report structure. The description for “Low Winter Qualified Capacity Indicator” in the “Generating Capacity Resources,” “Demand Resources,” and “Import Capacity Resources” sections has been updated effective with the FCA for Capacity Commitment Period 2019-2020. The report will be issued 05.08.2015.	05.08.2015	XLTX	CSV
sp_fcaresult	Modified. Effective for the FCA for Capacity Commitment Period 2023-2024, clarifications were made to column descriptions to support the incorporation of nested Export-Constrained Capacity Zones. The following column descriptions were modified: in the “Resource Total” section, “Resource Subtype”; in the “Resource Detail” section, “Resource Subtype”; in the “Resource De-list Details” section, “Resource Subtype”; in the “Capacity Zone” section, “Capacity Supply Obligation”, “Self-Supply Obligation”, “CSO Awarded in Second Clearing Run”, “SA Pooled Zone Flag”, “Cleared SA Supply Offers”, “Cleared SA Demand Bids”, and “SA Net Cleared CSO”; in the “Control Area” section, “Capacity Supply Obligation”; and in the “Substitution Auction Demand Bid” section, “Resource Subtype”.	02.03.2020	XLTX	CSV
sp_fcmannualpeak	Modified. No changes in report structure, only data change. The “Load Asset Detail” section will include metered MW for Dispatchable or Non Dispatchable(excluding PUMP STORAGE, STATION SERVICE) ARD Assets in addition to Load Assets effective commitment period June 2011 and the CSV file will be posted early 2011 for CP 2011.	06.01.2011	XLTX	CSV
sp_mdo	Modified. Added new Capacity Resources section.	02.01.2020	XLTX	CSV
sp_meteradj	Existing	01.01.2001	PDF	PDF
sp_meteradj5min	New.	03.01.2017	PDF	CSV
sp_meterdirect	Modified. Updated list of asset subtypes.	09.17.2019	XLTX	CSV
sp_meterdirect5min	Modified. Updated list of asset subtypes.	09.17.2019	XLTX	CSV
sp_meterdomain	Modified. Updated list of asset subtypes.	09.17.2019	XLTX	CSV
sp_meterprofiled	Modified. Updated Asset Sub-Type column description.	09.17.2019	XLTX	CSV
sp_mraresult	New. The Monthly Reconfiguration Auction Result Report is published to Participants who have submitted supply offers or demand bids in the monthly reconfiguration auction. If an obligation period prior to 06.01.2010 is run, this report is not produced. First anticipated run date will be early 04/2010 for obligation period 06/2010.	06.01.2010	XLTX	CSV
sp_peakcontribution	New. This is a monthly report which includes daily detail. It will be generated and published on the 86th and 100th day following obligation month.	06.01.2010	XLTX	CSV
sp_peakcontributiondly	New. This is a monthly report which includes daily details. The First anticipated run date is June 2nd 2010.	06.01.2010	XLTX	CSV
sp_projectedshareicr	Modified. In the “Capacity Zone” section, updated the description for the “Capacity Zone Projected ICR” and Capacity Zone Peak Contributions” columns.	09.26.2019	XLTX	CSV
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Report Name	Change Summary	Effective Date	Template	Sample
sr_arrdistr	Modified. New section for “Subaccount” reporting.	09.17.2019	XLTX	CSV
sr_arrdistrsub	New.	11.01.2022	XLTX	CSV
sr_blackstartstl	Retired. This report will be issued for any resettlements for any obligation month prior to 01.01.2013.	01.01.2013	XLTX	CSV
sr_bspaymentsummary	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.13.2014	XLTX	CSV
sr_bspaymentsummarysub	New.	11.01.2022	XLTX	CSV
sr_bssettlementsum	Modified. Added new columns “Subaccount ID” and “Subaccount Name”.	06.13.2014	XLTX	CSV
sr_bssettlementsumsub	New.	11.01.2022	XLTX	CSV
sr_coscharge	New.	06.01.2022	XLTX	CSV
sr_coschargesub	New.	06.01.2022	XLTX	CSV
sr_daassum	New.	03.01.2025	XLTX	CSV
sr_daassumsub	New.	03.01.2025	XLTX	CSV
sr_dacustsum	Modified. Added new column “Day Ahead Load Obligation for Charge Allocation” in “Customer Section” and “Subaccount Section”.	12.15.2015	XLTX	CSV
sr_dacustsumsub	New.	04.01.2020	XLTX	CSV
sr_dalocsum	Modified. Updated Day Ahead Adjusted Load Obligation to include Day Ahead Cleared Asset Related Demand Bids.	03.31.2022	XLTX	CSV
sr_dalocsumsub	New.	04.01.2020	XLTX	CSV
sr_dancpcstlmntsum	Modified: In “Econ Charges for Asset Credits Section”: updated description for “Pool DARD Day-Ahead Economic NCPC Credits”, “Participant Day-Ahead Dispatchable ARD Load Obligation Reduction MW” and “Participant Day-Ahead NCPC Load Obligation” columns. In “Econ Chrgs for Asset CR-Subacct Section”: updated description of the “Pool DARD Day-Ahead Economic NCPC Credits” column.	03.31.2019	XLTX	CSV
sr_rtncpcstlmntsumsub	New.	06.01.2021	XLTX	CSV
sr_dancpcstlmntsumsub	New.	06.01.2021	XLTX	CSV
sr_dancpcstlsum	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sr_drstlsum	Modified. Added new “Subaccount” section.	06.13.2014	XLTX	CSV
sr_fcmannualepoh	Retired.	06.01.2018	XLTX	CSV
sr_fcmavailsum	Retired.	06.01.2018	XLTX	CSV
sr_fcmdlystlsum	New.	06.01.2022	XLTX	CSV
sr_fcmdlystlsumsub	New.	06.01.2022	XLTX	CSV
sr_fcmnrcpsum	Modified. No change in report structure. Updated "Net Regional Clearing Price" to use "Net Regional Clearing Price Total Credit" instead of "Adjusted Net Regional Clearing Price Total Credit"	11.02.2020	XLTX	CSV
sr_fcmperformstl	Retired.	06.01.2018	XLTX	CSV
sr_fcmstlsum	Modified. In “Pool” section, added new column “Pool Failure to Cover Charge”. In “Capacity Zone” section, added new columns “Capacity Zone Failure to Cover Charge” and “Capacity Zone Failure to Cover Credits”. In “Customer” section, added new columns “Customer Failure to Cover Charge” and “Customer Failure to Cover Credits”. In “Subaccount” section, added new columns “Subaccount Failure to Cover Charge” and “Subaccount Failure to Cover Credits”.	06.01.2019	XLTX	CSV
sr_fcmstlsumsub	New.	06.01.2022	XLTX	CSV
sr_fcmstlsum2	New.	06.01.2022	XLTX	CSV
sr_fcmsupplycreditsum	Modified. No change in report structure. In the “Resource CSO Credits Charges” section, modified description of “Obligation Type”.	06.01.2022	XLTX	CSV
sr_fcmsupplycreditsumsub	Modified. No change in report structure. In the “Resource CSO Credits Charges” section, modified description of “Obligation Type”.	06.01.2022	XLTX	CSV
sr_invenergysummary	New.	12.01.2023	XLTX	CSV
sr_invenergysummarysub	New.	12.01.2023	XLTX	CSV
sr_lfraresult	Modified. New section entitled “Proxy Price”. The first version of this report is expected to be distributed late August 2011 for Winter 2011 LFR Auction.	06.01.2011	XLTX	CSV
sr_regasm	Retired. This report will be issued for any settlement or resettlements of days through and including operating day March 30, 2015.	03.31.2015	XLTX	CSV
sr_regsum	Retired.	12.01.2017	XLTX	CSV
sr_regsummary	Modified. In “Participant Section”, added new columns “RT Load Obligation for DARDs” and “Pool RT Load Obligation for DARDs”; modified description of “Load Ratio Share”, “Regulation Charge” and “Regulation Up Reserve Charge Credit”. In “Subaccount Section” added new columns “Subaccount RT Load Obligation for DARDs” and “Pool RT Load Obligation for DARDs”; modified description of “Subaccount Load Ratio Share”, “Subaccount Regulation Charge” and “Subaccount Regulation Up Reserve Charge Credit”.	04.01.2019	XLTX	CSV
sr_regsummarysub	New.	01.01.2021	XLTX	CSV
sr_rmrregion	Existing.	07.01.2003	XLTX	CSV
sr_rsvcharge	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sr_rsvcharge2	New.	03.01.2025	XLTX	CSV
sr_rsvchargesub	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sr_rsvchargesub2	New.	03.01.2025	XLTX	CSV
sr_rsvstl	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sr_rsvstl2	New.	03.01.2025	XLTX	CSV
sr_rsvstlsub	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sr_rsvstlsub2	New.	03.01.2025	XLTX	CSV
sr_rsvzonesum	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sr_rsvzonesumsub	Retired. This report will be issued for any settlement or resettlements of operating days through and including February 28, 2025.	03.01.2025	XLTX	CSV
sr_rtcustsum	Modified. Added new Calculation Method (Net Adjustment) and added description to Energy Quantity calculation when Calculation Method is equal to Net Adjustment.	04.01.2019	XLTX	CSV
sr_rtcustsumsub	New.	04.01.2020	XLTX	CSV
sr_rtcustsum5min	Modified. For complete details, please see the report’s Change Summary available with the report description.	06.01.2018	XLTX	CSV
sr_rtcustsum5minsub	New.	04.01.2020	XLTX	CSV
sr_rtlocsum	Modified. Removed outdated effective dating references from column descriptions. In the “Customer Section”: modified description of “Real Time Energy Charge/Credit”, “Real Time Congestion Charge/Credit” and “Real Time Loss Charge/Credit”. In the “Subaccount Section”: modified description of “Real Time Energy Charge/Credit”, “Real Time Congestion Charge/Credit” and “Real Time Loss Charge/Credit”. The headlines for “15-Minute CTS Location Section” and “Subaccount Section – CTS Location”.	04.01.2020	XLTX	CSV
sr_rtlocsumsub	New.	04.01.2020	XLTX	CSV
sr_rtlocsum5min	Modified. In “Customer Section” and “Subaccount Section”: added “DRR Aggregation Zone” to “Location Type”. Updated description for “Adjusted Net Interchange Deviation”. Added columns for “Real Time Demand Reduction Obligation”, “Real Time Load Obligation for Demand Reduction Allocation", "Demand Reduction Obligation Deviation", and "Real Time Demand Reduction Credit".	06.01.2018	XLTX	CSV
sr_rtlocsum5minsub	New.	04.01.2020	XLTX	CSV
sr_rtncpcstl	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
sr_rtncpcstlmntsum	Modified. Removed outdated effective dating references from column descriptions. In the “Posturing Charge Section”: modified description of “Participant Dispatchable ARD MW”. In the “Posturing Charge – Subaccount Section”: modified description of “Dispatchable ARD MW”.	04.01.2020	XLTX	CSV
sr_varstl	Modified. In the “Subaccount” section, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
sr_varstlsub	New.	11.01.2022	XLTX	CSV
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Report Name	Change Summary	Effective Date	Template	Sample
ss_bscip	Retired. This report will be issued for any resettlements prior to the operating day January 1, 2013.	01.01.2013	XLTX	CSV
ss_costualloc	New.	06.01.2023	XLTX	CSV
ss_dancpclscprmrr	Retired. This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
ss_fcmncctfa	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_forfeitedfa	Modified. No changes in report structure, only data change to content within columns entitled “Allocation Description”, “Total Dollars”, and “Customer Dollars” to reflect summarization by Capacity Zone and “Comments” for allocation detail. First anticipated report distribution will be no earlier than February 10, 2011.	06.01.2010	XLTX	CSV
ss_genericss	Existing. This is not an actual report file. This is only a sample generic file showing all columns being populated. It is used as a guide when creating Standard Settlement files.	03.01.2008	XLTX	CSV
ss_giscost	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_hvvar	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_ncpccdart	Retired.This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
ss_ncpcdfa	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_ncpccs	Retired.This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
ss_ncpcmge	Retired.This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
ss_ncpcpg	Retired.This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
ss_ncpcscr	Retired.This report will be issued for any resettlements prior to the operating day April 1, 2013.	04.01.2013	XLTX	CSV
ss_parexp	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_rteepeet	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_rteetca	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_rtesep	Modified. Addition of Subaccount columns in the template file.	06.01.2023	XLTX	CSV
ss_rtncpclscprmrr	Retired.This report will be issued for any settlement or resettlements of operating days through and including December 2, 2014.	12.03.2014	XLTX	CSV
ss_wrdrec	Modified. Updated description of “Allocation Description”, “Total Allocation Factor” and “Customer Allocation Factor”.	12.01.2015	XLTX	CSV
ss_wrdrep	Modified. Revised “Calculation Description” formulas.	12.01.2015	XLTX	CSV
ss_wrdrmc	Modified. Updated description of “Allocation Description”, “Total Allocation Factor” and “Customer Allocation Factor”.	12.01.2015	XLTX	CSV
ss_wrdrmp	Modified. Revised “Calculation Description” formulas.	12.01.2015	XLTX	CSV
ss_wrdrnpc	Retired.	12.01.2014	XLTX	CSV
ss_wrdrnpp	Retired.	12.01.2014	XLTX	CSV
ss_wrgencecc	New. The first version of this report is expected no earlier than January 6, 2015.	12.01.2014	XLTX	CSV
ss_wrgencecr	New. The first version of this report is expected no earlier than January 6, 2015.	12.01.2014	XLTX	CSV
ss_wrgendpc	Retired.	12.01.2014	XLTX	CSV
ss_wrgendpp	Retired.	12.01.2014	XLTX	CSV
ss_wrgenfmoc	New. The first version of this report is expected no earlier than January 6, 2015.	12.01.2014	XLTX	CSV
ss_wrgenfmor	New. The first version of this report is expected no earlier than January 6, 2015.	12.01.2014	XLTX	CSV
ss_wrgenmc	Retired.	12.01.2014	XLTX	CSV
ss_wrgenmp	Retired.	12.01.2014	XLTX	CSV
ss_wrgenpbpc	Retired.	12.01.2014	XLTX	CSV
ss_wrgenpbpp	Retired.	12.01.2014	XLTX	CSV
ss_wrgenuimc	Modified. Descriptions of “Allocation Description”, “Total Allocation Factor” and “Customer Allocation Factor” have been changed to subtract RTLO for Coordinated External Transactions.	12.01.2015	XLTX	CSV
ss_wrgenuip	New. The first version of this report will be released no earlier than April 1, 2015.	12.01.2014	XLTX	CSV
ss_wrncpcdfst	Retired.	12.01.2014	XLTX	CSV
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Report Name	Change Summary	Effective Date	Template	Sample
tr_isosch1rns	Modified. In the “Charges” and “Subaccounts” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_isosch1rnssub	New.	11.01.2022	XLTX	CSV
tr_isosch5rns	Modified. In the “Charges” and “Subaccounts” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_isosch5rnssub	New.	11.01.2022	XLTX	CSV
tr_isosch1tout	Modified. In the “Detail” and “Subaccounts” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_isosch1toutsub	New.	11.01.2022	XLTX	CSV
tr_oattsch1rns	Modified. In the “Charges” and “Subaccount Charges” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_oattsch1rnssub	New.	11.01.2022	XLTX	CSV
tr_oattsch9rns	Modified. In the “Charges” section, added “Monthly Regional Pool Network Load Value ESD Adjusted” column.	08.01.2020	XLTX	CSV
tr_oattsch9rns2	New.	01.01.2022	XLTX	CSV
tr_oattsch9rns2sub	New.	11.01.2022	XLTX	CSV
tr_oattsch1tout	Modified. In the “Detail” and “Subaccounts” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_oattsch1toutsub	New.	11.01.2022	XLTX	CSV
tr_oattsch8tout	Modified. In the in “Detail” and “Subaccounts” sections, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_oattsch8toutsub	New.	11.01.2022	XLTX	CSV
tr_sch2dt	Modified. In the “Schedule 2 Subaccount Detail” section, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_sch2dtsub	New.	11.01.2022	XLTX	CSV
tr_sch2tp	Modified. In the “Schedule 2 Subacct Top Level” section, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_sch2tpsub	New.	11.01.2022	XLTX	CSV
tr_sch3p1	Existing. Modified the header in the report Template. Replaced “Point to Point” with “Through or Out”.	01.01.2008	XLTX	CSV
tr_sch3p2	Modified. In the “Schedule 3 Subaccount Part 2” section, modified “Subaccount ID” description.	06.01.2016	XLTX	CSV
tr_sch3p2sub	New.	11.01.2022	XLTX	CSV
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Report Name	Change Summary	Effective Date	Template	Sample
ww_blackstart_iso	Retired. This report will be issued for any resettlements for any obligation month prior to 01.01.2013.	01.01.2013	XLTX	CSV
ww_dahbard	Existing.	10.01.2006	XLTX	CSV
ww_dahbdemand	Modified. Report will include up to, and including, 50 bid segments.	06.01.2011	XLTX	CSV
ww_dahbenergy	Existing.	03.01.2003	XLTX	CSV
ww_dahbregasm	Existing.	10.01.2005	XLTX	CSV
ww_dalmpc	Existing.	05.01.2007	XLTX	CSV
ww_dalroffer	Existing.	06.01.2005	XLTX	CSV
ww_dalrresult	Modified. The name of the report changed to “Day-Ahead Demand Reduction Clearing Results Report”. Column heading changed from “Day-ahead Load Response Cleared MW” to “Day-Ahead Cleared Demand Reduction MW”.	06.01.2012	XLTX	CSV
ww_dartimpexphb	Existing.	03.01.2003	XLTX	CSV
ww_dastlsum	Modified. Clarification to description for columns “Settlement Date” and “Release Date” in Day Ahead Settlement Status Section and columns “Resettlement Type” and “Release Date" in Resettlements Section.	09.01.2004	XLTX	CSV
ww_deficap	Retired.	10.01.2006	XLTX	CSV
ww_fcmarahb	New. This report will be released no earlier than October 1, 2010 for the Capacity Commitment Period beginning June 1, 2010.	06.01.2010	XLTX	CSV
ww_fcmhourlyper	Existing.	01.01.2008	XLTX	CSV
ww_fcmhrwf (description not available)	Existing.	10.01.2006	XLTX	CSV
ww_fcmmonthlyper	Existing.	01.01.2008	XLTX	CSV
ww_fcmmrahb	New. This report will be released no earlier than October 1, 2010 for the June 2010 Obligation Month.	06.01.2010	XLTX	CSV
ww_fcmseasonalpeakhour	Modified. Updated the description for “RT Hourly System Load” to exclude Storage DARDs.	06.19.2010	XLTX	CSV
ww_froffer	Existing.	10.01.2006	XLTX	CSV
ww_ftrlt	Modified. Added a new column “Auction Name” to the end of the report. This new column will be included on the report distributed May 1, 2013.	10.09.2012	XLTX	CSV
ww_ftrmth	Modified. Added a new column “Masked Customer ID” to the end of the report. This new column will be included on the report distributed April 1, 2011 for the December 2010 auction month.	12.01.2010	XLTX	CSV
ww_network_load_iso	New. This report will be released no earlier than February 20, 2013 for the obligation month of January 2013.	01.01.2013	XLTX	CSV
ww_ncpcsum	Retired.Effective with the redesign of the ISO website in August 2014, this report no longer was published in this format. The details were published monthly at Markets and Operations> Pricing Reports> NCPC Credits Summary. Effective with data for December 1, 2014, the information will be published in daily files. The VAR files will continue to be published monthly.	12.01.2014	XLTX	CSV
ww_rthbard	Existing.	01.01.2007	XLTX	CSV
ww_rthbenergy	Existing.	01.01.2007	XLTX	CSV
ww_rtstlsum	Modified. Clarification to description for columns “Settlement Date” and “Release Date” in Real Time Settlement Status Section and columns “Resettlement Type” and “Release Date” in Resettlements Section.	09.01.2004	XLTX	CSV
ww_varccrate	Modified. Column name change section “VAR Status Report“ from “Last Leading Test Date” to “Leading Status Effective Date” and from “Last Lagging Test Date” to “Lagging Status Effective Date”. The first version of this report will be posted in December 2012 for the year 2013.	01.01.2012	XLTX	CSV
ww_varstatus	Modified. Column name change from “Last Leading Test Date” to “Leading Status Effective Date” and from “Last Lagging Test Date” to “Lagging Status Effective Date”. The first version of this report will be posted during the second week of January 2012 for obligation month January 2012 following the distribution of report "sd_varccpmt"for obligation month January 2012.	01.01.2012	XLTX	CSV
ww_virbidproxy	Existing.	05.01.2007	XLTX	CSV

MIS Report Descriptions, Templates, and Samples

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