Portal drivenanaswers to each question :
1) The beta portal us updated every 5 mins. All data is present. I also look at the system, everyday, in fact more regularly than that.
The "Energy Graph" card allows you to view data via day/week/month/Year/Custom
Each graphic has a date picker. All the data is there for inspection on demand. All in one place, dont have to open lots of files to access it it just use the nudge buttons or date picker
FOr custom just click in the date and those options are presented
Do ever open historical daily reports or just look at the information on the day it is provided?
Dynamic access is avaialble to make that data instantly avaialble
You are storing on your "server". Is that just storage or are you applying descondary processing to the reports. I am assuming just storage. If the data is on the GE Servers and easily accessible then why do you need to do that?
( I appreciate its a personal thing. My bank statements are produced every month as PDFs. I can access those online so choose not to download them as I trust the bank to store them. I actually dont use them anyway as I view the transaction record regulaly as that allows apply filters / sorts etc )
2) Assessing need for storage & PV
What logic are you applying to the information shown on the reports to inform you whether to "add more storage or PV". How are you using the report to inform you?
The energy usage card will give you that insight, or am I missing something? It shows where all the energy came from and where it went to. To get an idea if you could benefit with more storage use the "home" filter, If there is lots of red that is the scope for more storage or PV
The only thing it doesnt show is the time of day, but thats not on the reports either ( Thats relevent for additional storage if you can do lots of time shifting )
Daily "power card" shows all the detail, again date selectable. That shows time based snapshots of where power is coming from / to. The key one there i when PV starts ( or meets house demand ) and when battery runs out
3) Exporting data daily? Why?
You are not adding new calculations as using reports does not faciliate that. All the other information is available as described above.
Data is easily downloadable in the "inverter" card but it is only for a single day. It is easy to do but isnt automated. Maybe thats the capabilitity that would really help you. Add a data range t the download? Thats only of use of you would actually consume it.
The data is also easily availalbe via the APIs that have been made avaialble. Excel can use those to access the data and then it would just autorefresh. I havn't done that as the portal shows all the data anyway, but maybe thats the kind of thing another community member may wish to look at ( it would be straight forward to write a templatre xls that just takes credentials and calls the API ) I havnt done it as I don't see the value.
I do however use detailed data, but way more detailed than you are describing. I match to octopus tariffs to see what is peak / off peak consumtion. I bring in tariff rates to convert actual kWh to actual £ with what if scenarios for the furture. I also match to historic solar forcasts vs actual values.
I do all that to answer the the question you raise re investment. Thats not simple as it needs to do lots of work throughout the year to calculate the potential ROI
The old portal reports can't answer your question, neither can the new portal alone ( but it goes a long way )
Again, if I was writing that I would need to understand the ask. I still dont see what you are asking of the data that you can not see in the portal. I think the feature uplift being discussed here is actually your question re investment. I would suggest using the portal to "request a feature" as I would expect thats a differnt card entirley as it would eed to take into account lots of factors