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Reports
SolarGrade reports are standardized and interactive. They are easy to navigate and are organized by your inspection template — sections becoming headings, categories becoming subheadings, and issue and informational items included. All reports are formatted to streamline the data, but there are different levels of report customization allowed.
All reports trim inefficiencies associated with fieldwork. From generation at the click of a button to seamless task management. Explore Reports articles to see what we have in store.
- From an inspection, scroll up to the pre-site visit information where the Project Title, Client, Scope, etc. is located
- Select the GENERATE REPORT button
Mobile App:
- Toggle from INSPECTION FORM to INSPECTION DETAILS
- Select GENERATE REPORT
Previously generated reports can be found in the REPORTS tab. They are organized by project. Each project has a table that can be filtered to find the report you’re looking for.
Your logo should appear in the top left corner of the report. If it doesn’t please visit the Getting Started page to learn how to add your logo.
On the right side is a button to view all photos associated with the inspection. This will take you to another page to view a photo repository of the inspection. Here you can view all of the photos in gallery mode, while also filtering to see only certain photos. You can also download all the photos in bulk. This will also rename all of the photos to the corresponding section and category. Please note: the same feature applies to the PDF version of the report.
At the top of the page is a summary of issues, which are organized by action taken and criticality level. Below the summary is a counter of issues that were marked as Pass and Fail.
Below this summary is the map of the site with your georeferenced drawing. Pins appear on the map in locations where there are issues. You can filter the issues displayed by selecting the values in the summary section above.
Beneath the map are collapsible sections. These are executive summary, project details, and a summary table of issues. This issue summary table takes all of the items in the map and organizes them in a table, which displays from highest criticality to lowest.
Below these items are the data gathered in the report. They are organized by Section, Category, and Items.
Reports are further navigable by Issue and Inspection Section.
By Issue:
- To jump to the issue, click the desired pin
- To return to the top, click the pin again
By Inspection Section:
- Click desired section in the table of contents
- All issues that were marked Pass are bulked together within that Section and Category to trim inefficiencies, while also illustrating the thoroughness of your team
Sharing Interactive Reports
There are two ways to share an interactive SolarGrade report.
- Once you’ve generated a report, select the Share button and icon on the top left in the section under the logo.
- Navigate to the REPORTS tab and select the share icon on the right for that particular report. You can also bulk share multiple reports to one user first by selecting the checkboxes to the left of the report title, then selecting the SHARE button at the top of that section.
SolarGrade also keeps track of recipients of shared reports, which makes it easy to share with them again. It also makes it easy to share new reports with existing clients.
To view and monitor who has access, go to the Teams tab and scroll down to the Viewer category.
Export to PDF
- Generate a SolarGrade interactive report
- Select the GENERATE PDF button in the top right corner
- PDF reports include:
- A table with all the project information that is stored in SolarGrade
- A table with all issues associated with the inspection since it does not have the interactive feature
You can also quickly download a PDF report by navigating to the Reports page, finding your report, and selecting the download icon in the menu on the right. That will export that particular report to PDF.
You can manage who has access to your reports as a Guest via the Teams tab. However, that ability is only available to space owners and admins.
The Report Customization feature allows users to have different report templates for different clients. While this article covers our primary forms of report customizations, please note that we also offer complete branding (white label) customization for enterprise users or as an added one-time fee.
Let’s go over how to set up a customized template.
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- First, navigate to the REPORTS tab.
- Then select the Report Customizations gear icon.
- Similar to your TEMPLATES tab, this is where all your report customizations are organized. There is a HelioVolta customization as an example.
- To add a new customization, select ADD CUSTOMIZATION.
- Complete the form to customize your report:
- Name the customization
- Upload the logo associated with that customization
- Opt in/out of footer information
- Edit footer information
- Opt in/out to displaying the client name
- Opt in/out to displaying the client company
- Opt in/out to displaying the inspectors name
- Opt in/out to displaying Issues marked as Pass
- Opt in/out to displaying Issues marked as Fail
- Opt in/out to filtering issues by Action Taken
- Opt in/out to filtering issues by Severity Level
- Opt in/out to filtering the report to include only certain sections of the inspection report
- Opt in/out to displaying the inspection date
- Opt in/out to displaying the timestamp on photos
- Opt in/out to displaying the issue summary count
- Opt in/out to displaying the map view of the site
- Opt in/out to displaying the project details
- Opt in/out to displaying the executive summary
- Opt in/out to displaying the issue summary table
- Opt in/out to displaying the severity definition table
- Opt in/out of a cover page for PDF reports
- Edit the cover page for PDF reports
- Choose a logo for the cover page
- Opt in/out to displaying the client name
- Opt in/out to displaying the project name
- Opt in/out to displaying the project power
- Opt in/out to displaying the inspection name
- Opt in/out to displaying the inspection scope
- Opt in/out to displaying the inspection date
- Opt in/out to displaying additional text
- Edit additional text to be displayed on all reports using this customization
- Change the photo display size
- Options include 4×1 (smaller, standard sized photo) and 2×2 (larger photo; can only be applied to interactive and high resolution PDF reports)
- Select SAVE.
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When you return to the Report Customizations page, you can find that particular customization and set it as the default for your space by selecting the double checkmark in between the edit and delete icons.
If you have multiple customizations and need them for specific types of reports or for certain clients, you can select the customization when you generate a report.
To do this:
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First select the gear icon to the right of the “Generate Report” button within an inspection.
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Select “Choose Report Customization”
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Select your customization
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Click the “Generate Customization” button
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