Reports

SolarGrade reports are standardized and interactive. They are easy to navigate and are organized by your site visit 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.

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 site visit. This will take you to another page to view a photo repository of the site visit. 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 issue status 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 Section.

By Issue:

• To jump to the issue, click the desired pin
• To return to the top, click the pin again

By 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 located in the left navigation panel under the logo and site visit information
  • You can enter the recipients information or choose from the list of viewers and contacts already in your account.
  • You can also click CREATE SHAREABLE LINK to generate a link instead of an email invite.
    • Note: anyone with that link will be able to access the report. 
• 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.
• Navigate to a particular project, select the reports tab. Find the report you're looking to share 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.

• 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 including photos associated with pass issues
  • Opt in/out to displaying Issues marked as Fail
    • Opt in/out to filtering issues by Issue Status (Open, Closed, Observation)
    • Opt in/out to filtering issues by Severity Level
  • Opt in/out to displaying the percentage of issues marked as Fail and Pass out of the total number of issues in a report
  • Opt in/out to filtering the report to include only certain sections of the site visit report
  • Opt in/out to filtering the report to include only certain categories of the site visit report
  • Opt in/out to including informational items
  • Opt in/out to displaying the site visit 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 certain external links associated with your project
  • 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 site visit name
    • Opt in/out to displaying the site visit scope
    • Opt in/out to displaying the site visit date
    • Opt in/out to displaying additional text
    • Edit additional text to be displayed on all reports using this customization
    • Opt in/out to a customizable blank text page (typically a disclaimer or document information page)
  • 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.

When you navigate to the Report Customizations page, you can find your 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:

• • • First select the gear icon to the right of the “Generate Report” button within a site visit.

    • Select “Choose Report Customization”

    • Select your customization

    • Click the “Generate Customization” button

Say you have a report customization pretty dialed in, but another client wants something similar, but ever-so-slightly different. Instead of starting from scratch, you can duplicate your existing report customization, rename it, and make the edits you need to. 

To duplicate a report customization:

• Go to the reports page
• Select the report customization gear icon in the top right corner
• Find the customization you wish to duplicate
• On the right side of that line, select the duplicate icon (second from the right)
• Click the duplicate icon
• Rename your new report customization
• Select CONFIRM

Now you are free to edit that report customization and assign to projects.

PDF reports are great, but they do not have the level of customization that some users prefer. That is where the Word (.docx) download comes in handy!

To download a SolarGrade report to Word:

• Using either the project or report page, find the report you wish to download
• Click that report
• On the very top of the page, there is a button titled DOWNLOAD .DOCX
• Click the DOWNLOAD .DOCX button
• This will download the report in a Word document

Importing reports enables seamless collaboration between companies working on the same project. Whether you're an asset manager, technical advisor, EPC or O&M contractor, this feature allows you to bring reports and associated data compiled by another team into your own SolarGrade account, providing you with a real-time, portfolio-wide view of progress and findings.

Why Import Reports?

• Cross-account collaboration: Teams across different companies can work from the same project data.

• Portfolio visibility: Asset managers can consolidate reports from various contractors into one platform.

• Single source of truth: Everyone stays aligned on findings, follow-ups, and timelines.

How to Import a Report

• Navigate to the Reports tab

• Click the "Import Report" button

• Check the boxes for the reports you want to import

• Click "Continue"

• Choose the project to associate the report with:

  • If it’s a new project, click + Add Project

  • The project name and address will auto-fill from the report

  • Select the client from your directory

  • Assign the project to relevant team members

  • Click "Create"

• Finally, click the "Import" button

What Happens After Importing?

• A read-only copy of the site visit (and project, if newly created) will appear in your account.

• Want to take action on the report? You can:

  • Create a punchlist from the site visit

  • Duplicate the site visit to make edits

How does the default account work?

When you start report sharing, you are required to choose a default account. This means that this is where your reports will be imported going forward. You can still import to other accounts, but this is the default.

What does this mean? 

This means that the owner of the default account can import all reports that have been shared with users of that account. This is meant to streamline imports and keep things as up to date as possible.

Need to share a report for someone else to import?
Check out our guide on how to share a report (#4).