Start with the decision the data should change
Circuit-level data is valuable when it can find standby loads, schedule equipment, or verify a change. It is excessive when a utility interval chart already answers the question.
Treat the panel as professional work
Service type, conductor access, panel fill, CT direction, mains voltage, local code, and energized components require the current manual and an appropriate electrician.
Ask where data lives
Compare direct local access, cloud dashboards, outage buffering, resolution after reconnection, exports, retention, account deletion, and what remains visible without the vendor service.