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Reports

Use Reports when you need an Excel report for a selected period or a reusable table view for a specific set of indicators.

Your account must have reporting access, and you need access to at least one plant. The available plants and report actions depend on your account.

Standard reports

Section titled “Standard reports”

Open Reports → Portfolio. The page provides these report flows:

Report flowPlant scopePeriodActionOutput
Daily Plant ReportsOne plantOne dayDownload ExcelPlant daily report
Daily Portfolio ReportsPortfolio available to youOne dayDownload ExcelPortfolio daily report
Monthly Portfolio ReportsPortfolio available to youOne monthDownload ExcelPortfolio monthly report
Monthly Plant ReportsOne or more plantsOne monthStart report generationPlant monthly report, prepared in Tasks

Generate a standard report

Section titled “Generate a standard report”
  1. Open Reports and choose Portfolio.
  2. Select the report section you need.
  3. Choose the plant, date, or month.
  4. Select Download Excel or start the monthly plant report.

Reports Portfolio tab with daily and monthly portfolio report dates, Download Excel buttons, and the Monthly Plant Reports section

Monthly plant reports are prepared in the background. Open Tasks to follow progress and download the finished file. Preparation time varies. A failed task shows an error state; review your selection and try again if the action is available.

Opening a single plant’s report requests refreshed results. In a portfolio report, a plant with no usable data is listed as skipped and the report carries on with the others; it fails only when none of the selected plants can produce a report.

Customized reports

Section titled “Customized reports”

Use Reports → Customize to save a view that contains the indicators you need most often.

Create a customized report

Section titled “Create a customized report”
  1. Select Add Report.
  2. Enter a short, meaningful name.
  3. Choose a report type:
    • Plant Report
    • Inverter Report
    • Meter Report
  4. Choose a period:
    • Minute — 5-minute interval
    • Day — 1-hour interval
    • Month — 1-day interval
    • Year
  5. Select the indicators to include. Indicators that do not support the selected period are unavailable.
  6. Select Save Report.

The available indicators depend on the report type and period. Depending on that selection, the list can include yield, power, irradiation, performance ratio, availability, overspill, soiling, meter readings, inverter status, and electrical values.

Open and use a saved view

Section titled “Open and use a saved view”

The Customize list shows each saved report’s name, period, type, configuration, and created date. Select the open action to view it, or delete a saved report you no longer need.

Inside a view:

  1. Choose the date or period to inspect.
  2. Select the plants to include.
  3. Review the table generated from the saved configuration.

The table columns follow the indicators in the saved definition. Monthly views can also show a last-data-update field when that information is available.

Customized views read the data available for the selected plants and period. The view definition does not guarantee that every selected indicator has a value for every row.

Understand report status and data boundaries

Section titled “Understand report status and data boundaries”

Standard monthly plant generation can move through these states:

StatusMeaningWhat to do next
PendingWaiting to be processed.Check later in Tasks.
ProgressThe report is being generated.Wait for completion before downloading.
SuccessThe report is ready.Download the completed file.
FailureGeneration did not complete.Review the selection and try again if the action is available.
RevokedThe task was cancelled.Start a new report request only if the report is still needed.

The status reflects report-generation work, not the completeness of every upstream data source. If a report is empty, unavailable, or older than expected, check the selected period and plant scope first, then contact your SolarSENS administrator.

See Data freshness and corrections for the difference between source-data freshness, calculation completion, report preparation, and refreshing a view.

Use Where calculated results appear when comparing a report field with Operation Overview, Plant, or analytical views.

Section titled “Related workflows”