Analytics

Analytics is a tool within SolarGrade for analyzing data from the field. It turns records from site visits into a dashboard of charts and graphs. The dashboard provides at-a-glance safety and reliability insights for your portfolio.

Please note that: 

• Analytics are accessible to admin users in the desktop app. 
• Analytics are updated every six hours to provide a daily snapshot of your fleet's health. A timer that counts down to the next update is in the right-hand corner of the dashboard.

Analytics are available to all Enterprise accounts. To discuss pricing and upgrade your account, please contact your SolarGrade representative. 

If your data looks unorganized or inconsistent, the best way to clean it up going forward is to start with your templates. Well-structured templates ensure that your data remains clear, standardized, and easy to analyze. Here are a couple of best practices: 

• Keep issue names concise and consistent – ensure that all issue names follow a clear naming convention across your portfolio. This helps organize similar issues together while preventing duplicate or miscategorized issues.
  • Optional: Export your templates to .csv format to review and clean up naming conventions in bulk. Then contact support to re-upload your template.

• Standardize template organization – structuring your templates consistently across projects (or even your entire portfolio) helps with data organization and clarity. You can categorize them by project type, inspection phase, or another method that aligns with your workflow. 

Taking the time to refine your templates will make it easier to track trends, compare data across projects, and ensure your reports are accurate. 

1. Edit issues from the issue summary table

• In Analytics, make note of the issue names you would like to change

• Navigate to the issue summary table at the bottom of the page

• Use the search and filters to find the issue you want to fix

• Click the linked issue name to open the site visit where it was created

• Edit the issue name directly in the site visit (you will need permissions to edit the site visit)

2. Standardize Naming Across Issues

• Focus on unifying variations (e.g., "loose wire" vs. "Loose wiring") to maintain consistent naming conventions. Then follow the above steps to correct existing issues.

Filters in the analytics dashboard are a powerful tool for narrowing down data and focusing on the information that matters most. Understanding how to use them effectively will help you make the most of your analytics. 

• The first set of filters determines which projects are displayed. Use these to refine your dataset based on specific clients, projects, or other project attributes. 

• The second set of filters controls which types of issues are displayed within the selected projects. You can filter by issue severity, category, or other relevant factors. 

By combining these filters strategically, you can quickly identify trends, troubleshoot potential problem areas, and gain deeper insights into project performance. 

Yes! If you need additional filters that aren’t currently available in the dashboard, we’d love to hear your feedback. You can request new filter options by submitting a feature request using this form. 

We continuously improve our platform based on user input, so if you have specific filtering needs, let us know how they would help your workflow! 

If the number of issues appears lower than expected for a given project, there could be a few reasons for this: 

1. You may have fewer issues logged than anticipated. Double-check your project data to confirm that all expected issues have been recorded. 

1. Some issues might be incorrectly categorized as informational items. In SolarGrade, all failures and non-conformities should be issue items. If issues are flagged as informational items instead, they won’t be included in analytics. 

To ensure you capture accurate data: 

• Always log failures and non-conformities as issue items. 

• Use the issue form to standardize entries so they appear correctly in your reports. 

Proper issue categorization is key to maintaining accurate analytics and ensuring that all problems are properly tracked. 

At this time, you can’t export data directly from each individual chart, but you can export issue data at different levels, including: 

• Portfolio level – Provides an overview of all issues across multiple projects. 

• Project level – Focuses on issues related to a specific project. 

• Site visit level – Shows data for individual site visits. 

Once exported, you can manipulate the data in a spreadsheet or other analysis tool to customize your reports. 

To export issues from SolarGrade, follow these steps: 

At the portfolio level: 

• Navigate to the Dashboard 

• Scroll down to the Open Issues tile 

• Click the EXPORT ISSUES button at the bottom of the Open Issues box 

At the project level: 

• From the dashboard, navigate to the relevant project 

• Select the issue summary tab 

• Use the column headers to filter the desired information if need be 

• Click the EXPORT ISSUES button at the top of the issues section 

At the site visit level: 

• From the dashboard, navigate to the relevant project 

• Select the site visits tab 

• Find the site visit performed 

• Select the 3 vertical dots on the right end of that line item 

• Select DOWNLOAD ISSUES