SolarGrade Knowledge Base

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REPORTS

Sharing a Report

Interactive Report

There are two ways to share an interactive SolarGrade report.

  1. Once you’ve generated a report, select the Share button and icon on the top left in the section under the logo.
  2. 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.