Energy Report Generator widget

What this widget is for

The Energy Report Generator turns a dashboard into a report kiosk. Instead of plotting numbers on a chart, it gives you one-click buttons that produce downloadable energy reports — PDF documents you can email, file, or hand over — for chosen systems and time periods.

Use it when you regularly need a clean report (for billing, for tenants, for management, for compliance) rather than a live screen. For interactive analysis use the charts; for raw data use the CSV / XLSX download buttons on individual charts.

Companion guides

• Dashboard overview — how to add, move, resize, and remove widgets.
• Energy Production & Consumption chart — the live chart of the same energy totals the reports draw from.
• Load Analysis chart — for the source-of-load breakdown that the reports include.

Where to find it

Open the Dashboard, click the pencil icon to enter edit mode, then click Add New Widget. Search the picker for Energy Report Generator and click Add Widget.

The widget at a glance

The widget shows:

• A title at the top.
• A list of report buttons — one button per enabled standard report (PV, Load, Grid…) and per custom report you've configured.

Click any button to open a small configuration dialog. Pick the period (day, month, year), pick which devices to include, and the report generates as a PDF that downloads to your browser.

If no reports are enabled, the widget shows "No reports selected" — open settings to enable some.

Configuring which reports appear

Open the gear icon. The settings dialog lets you:

• Enable standard reports — toggle each of the built-in reports (PV, LCP / Load, GRCP / Grid, etc.). Each one you turn on becomes a button on the widget.
• Build custom reports — add a custom report by combining devices and a label. Custom reports get their own button on the widget too. Use these for things like "all west-facing PV strings" or "tenant A's circuit".

Changes save automatically; the widget rebuilds its button list when you close the settings.

Generating a report

Click any button. A configuration dialog opens with:

• A period selector — pick the report's date range (day / month / year and a specific date).
• A device selector — narrow the report to specific devices when needed.
• A generate button — produces the PDF.

The PDF downloads to your browser the moment it's ready. Older browsers may open it in a new tab instead.

Who can do what

• Any signed-in user can add the widget, enable reports, generate PDFs, and configure the device list. The widget reads data and produces reports — it never sends a command back to a device.

Common issues

• A report's button is missing. That report type isn't enabled in settings — open the gear and tick it.
• The PDF generates but pages are blank for some sections. Either the chosen devices didn't have data for the chosen period, or the report is including a stream the site doesn't have (e.g. a generator section on a site without one). Trim the device list or pick a different period.
• The PDF download is slow. Larger periods (a year) with many devices take longer to build. The widget shows a busy state while generating; wait it out.

Tips and gotchas

• Use custom reports for grouping. A site with several arrays often wants "Roof A" and "Roof B" reports rather than one combined PV report. Build them as customs.
• Generate the same report monthly and the PDFs come out comparable. Same period type + same device list = period-on-period reports you can stack into a binder or a folder.
• Pair with the dashboard. Drop the Energy Report Generator widget on its own View ("Reports") with the buttons for the reports you generate routinely. Keep the live monitoring widgets on other Views.