Energy Report Generator

Purpose

Energy Report Generator is a tile that makes a monthly energy report as a PDF file. Your browser downloads the file. The system does not email the report or keep a copy.

Location

1. On the Dashboard, click the pencil to start edit mode.
2. Click Add New Widget.
3. Search for Energy Report Generator.
4. Click Add Widget.

For the Dashboard controls, see Dashboard overview.

Display

• Report buttons: one file icon for each report that is on. With no report on, the tile shows No reports selected.
• Report Configuration: opens when you click a report button, for example Report Configuration for PV.
• Period: the only option is Monthly.
• Date picker: selects the month. The picker opens on the current month, and for the current month the report stops at today.
• Export: makes the PDF for the month that the dialog shows and downloads it. The PDF heading shows the report name and the month, for example Monthly PV Energy Report: October 2026.

Settings

The spanner icon on the tile opens these settings.

• Report switches: PV, Load and Grid, one for each standard report. PV is on by default.
• Add Custom: opens Custom Report Configuration.
• Delete: removes the custom report next to it.

Custom Report Configuration

• Custom Report Title: the name of the report. The default is Custom Report.
• Devices: the energy devices of Plant Control. Tick Select for each device in the report.
• Add To Total: Addition or Subtraction, for a metered device only.
• Create Report Template: saves the report. It is off until you select a device.

Tips

• Name in use: each custom report needs its own name. If a different report uses the name, the message Report Name Exist appears, with Please provide a unique report name.
• Firmware: the widget needs logger firmware 9.269 or a higher version. On an older logger, a report button opens the Outdated Logger Version dialog.