ISO-NE uses Market Information Server (MIS) reports to communicate operations, settlement, and billing information to participants. Participants access these reports via secure file transfer protocol (SFTP). A complete listing of each MIS report, including descriptions, templates, and samples explaining the format and content of each MIS report can be found in the references below.
The Settlement MIS reports include summary and detailed information concerning the line items on a participant’s bill. These reports help with accounting, reviewing, and verifying billing statements. Depending on the market, the report may show the total amount receivable from or payable to the participant for each hour in the relevant operating day.
MIS reports are distributed in a .csv format that allows for automatic parsing. There is a macro available that can format the report. The add-in converts your MIS report files into an Excel .xlsx file, and formats the file, making it easier to read and analyze your data.
Participants should review the accuracy of the data on their MIS settlement reports. Identified errors may be corrected through the data reconciliation process (DRP) or, if applicable, the meter data error (MDE) request for billing adjustment (RBA) process.
Learn more about MIS reports’ role, as well as market participants’ responsibilities for retrieving reports and billing statements, and reporting any discrepancies in FAQs: Billing Process and Billing Process Summary.
ISO New England does not recommend any specific Secure FTP client software, but has successfully tested FileZilla, a Secure FTP client available as a free download at http://filezilla-project.org/download.php.
Enter and save the following connection data from the FileZilla main screen (File → Site Manager → New Site). If multiple accounts are required, repeat the process for each.
When connecting, you may receive an Unknown Host message. This can be avoided in the future by selecting “Always trust this host” after confirming that the web address is correct.
To re-connect to the site, from the FileZilla main screen:
When using the software, you can drag and drop files from the FTP site to your computer, or you can transfer files using a tool.