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Build your own reports

The report you need, without a ticket to us.

Pick your fields, your filters, your grouping. Save it. Share it. Report Designer builds the report your office actually needs, instead of a support ticket or a CSV export you rebuild by hand every month.

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Every office needs a report nobody built for them yet.

Standard dashboards cover the common cases. The report your controller actually wants — jobs by tech by month, filtered to one account, grouped by job type, with a specific set of columns — usually doesn't exist until someone requests it from support, or gets rebuilt by hand in a spreadsheet every reporting cycle.

Report Designer lets your office build that report directly: choose the fields, apply filters, pick how it's grouped, and save it. Once saved, it's a real report anyone with access can open again, not a one-time export that goes stale the moment new jobs come in.

  • Pick your own fields, filters, and grouping — no request ticket needed
  • Save a report once, reuse it on demand
  • Share saved reports with the right roles
  • Live data every time it's opened, not a stale export
  • Replaces the monthly CSV-into-spreadsheet routine most shops run manually

How it works

Build it once. It stays live.

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Pick your fields

Choose exactly the columns your report needs — no more, no less.

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Filter and group

Scope to an account, a job type, a date range, a tech — however the question is actually being asked.

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Save it

A saved report is a real, reusable view — not a one-time export that's outdated the next morning.

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Share it

Give the right people access to the report instead of re-running it for them every time.

Frequently asked questions

Do we need to file a support ticket to get a custom report?

No — Report Designer lets your office build, save, and share the report directly.

Does a saved report update automatically?

Yes — it pulls live data every time it's opened, unlike a CSV export that's frozen the moment it's downloaded.

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Run your solar service on one platform.

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