Reporting

Instant and scheduled reports, report history.

The Reports module is designed to analyze, generate, and share reports based on telemetry data collected across the platform. Users can generate reports on demand, schedule reports to run automatically, and manage all report schedules from a single interface.

Report Management

The Reports page serves as the central workspace for all reporting activities. From this screen, you can create new reports, schedule recurring reports, and monitor existing report schedules.

Overview

Manage all reporting processes from a single screen

The Reports module combines on-demand report generation, scheduled reporting, and report schedule management in one centralized interface.

1

Instant Reports

Generate reports immediately using the selected filters.

2

Scheduled Reports

Create reports that run automatically at predefined intervals.

3

Report Management

View, edit, or manually execute existing report schedules.

4

Sharing

Export reports in PDF, Excel, or CSV format and share them via email.

Reporting Features

The Reports module provides flexible reporting tools for different scenarios. Each feature is designed to simplify report generation and management.

📄

Instant Report Generation

On Demand
Generate one-time reports based on the selected date range and filters, then download or share them immediately.

Scheduled Reports

Automation
Schedule reports to run daily, weekly, or monthly, automating recurring reporting tasks.
📋

Predefined Report Templates

Templates
Speed up report creation using predefined templates such as Alarm Report, Energy Analysis Report, Daily Production Report, Weekly Summary Report, Monthly Summary Report, and Performance Report.
📤

Export & Sharing

Output
Export generated reports in PDF, Excel, or CSV format and optionally distribute them via email.

Reporting Workflow

Report creation and management follow the workflow below.

Select Report Type

Choose the report type that best fits your needs.

Configure Filters

Set the date range, scope, and report settings.

Generate Report

Create an instant report or schedule one for automatic execution.

Share & Manage

Download, share, or manage your reports and schedules.

Module Contents

Instant Report Generation

Page
Learn how to create reports instantly using configurable filters.
🗓️

Scheduled Report Creation

Page
Learn how to configure reports that run automatically on a schedule.
⚙️

Scheduled Report Management

Page
Learn how to monitor, execute, edit, and manage scheduled reports.

Recommendation

Use scheduled reports for recurring reporting tasks, while instant report generation is better suited for one-time analyses.

Pages in this section

Reporting | SolarTools