How to Edit and Configure Your Report Page

This guide will walk you through all the options for customising a report, from adding data to your dashboard to changing its layout and settings.

When you first create a report, it will start with four empty "widget" containers at the top and a device table at the bottom.

1. How to Filter Devices by Site

Before you even enter edit mode, you can filter which devices appear in your report.

1. In the top-left corner, click the "All Sites" button.

2. A pop-up window will appear. Toggle on or off the Sites you wish to include in this report.

3. Click "Apply". The widgets and the table will now only show data from the devices in your selected Sites.

2. How to Edit Your Report (Entering Edit Mode)

To customise the layout of your report, you must first enter edit mode.

• Click the "Edit Report" button in the top-right corner of the screen.

• You will now see new editing controls (like gear icons buttons) on the page.

3. Configuring the Top KPI Widgets

The four containers at the top are for your Key Performance Indicators (KPIs).

1. In Edit Mode, click the gear icon on one of the empty widgets.

2. A pop-up window will appear. First, choose your widget type:

   • Bar Graph

   • Pie Chart

   • Notifications Log

3. Select the Data Channel you want to display (e.g., "State of Charge," "Battery Voltage").

4. Fill in the Widget Name and choose an Icon.

5. In the Graph Body section, you can set the color thresholds (Red, Amber, Green) for your data.

6. Click "Save". Your new widget will now appear at the top of the report.

4. Customising the Device Table

You have two ways to change the data shown in the main device table.

To add or remove default columns:

1. In Edit Mode, click the "Columns" button on the device table.

2. A menu will appear. Toggle on or off the default data channels you want to see (e.g., "Last Report," "APS Score," "SoC").

To add custom data channels (from your devices):

1. In Edit Mode, click the black [+] plus icon that appears on the table.

2. A pop-up will appear, allowing you to select any other data channel from your devices (e.g., "Solar Yield," "Fuel Level") to add as a new column.

5. Saving Your Changes

When you are finished customising the layout, click the "Apply Changes" button in the top-right corner. This will save your work and exit edit mode.

6. Using the "Settings" Menu (in Edit Mode)

When you are in Edit Mode, a "Settings" button appears at the top of the page. This menu gives you powerful options to configure the report's behavior.

• Overview: Change the report's Name and Icon.

• Templates: Save your current layout (widgets, columns, etc.) as a template. This allows you to quickly create new, identical reports for different Sites.

• Table Configuration:

  • View Mode: Choose between "Comfortable" (more spacing) or "Compact" (more rows on screen).

  • Default Sort: Choose which column the table should be sorted by automatically (e.g., sort by "Battery Voltage").

  • Default Sort Direction: Choose to sort "Ascending" (A-Z, 0-100) or "Descending" (Z-A, 100-0).

• Email Recipients: Set up a schedule to automatically email this report. (See our dedicated guide: How to Automatically Schedule Email Reports).

• Sites: This is another location where you can filter the report by Site.

• Advanced Settings: This is where you will find the option to permanently Delete Report.

After making any changes in the Settings menu, click the "Save Changes" button.

7. How to Export Your Report

You can export your report as a CSV or PDF at any time.

1. Make sure you are not in edit mode.

2. Click the "Export" button in the top-right corner.

3. Select "Download as CSV" or "Download as PDF".