SightenEverBright's reporting feature allows you to generate table reports and extract data for offline use. Five types of reports can be generated:
Proposals Report is a list of proposals generated between specified dates and containing information about the site, system, and quotes associated with each proposal.
Milestones Report is a list of signed contracts that were closed between specified dates containing information about the contract's post-sale workflow, such as the current milestone and the completion date of each milestone.
Tasks Report is a list of workflow tasks that were last updated between specified dates containing task-level information such as task name and status but also corresponding site, quote, contract, and system data.
Workflow report is a list of signed
contracts lastcontracts last updated between specified dates that
includes workflowincludes workflow status information, such as milestone submission date and completion or rejection date.
Credit Applications Report is a list of credit
applications lastapplications last updated between specified
dates thatdates that includes information on qualification status, approved amount and legal contacts.
This article shows the steps for accessing the reporting feature, creating and saving a report, and understanding the data contained in a report. You can also watch our overview video here.
Accessing reports
To access reporting, click on REPORTING. You can find this option on the upper right menu option Reports. This should be adjacent to your option to access the Pipelinesection of EverBright.
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What jobs will I see?
The jobs you see in reports will be based off your EverBright account permissions and will match what jobs you are able to see in the job pipeline.
Example: If you are a sales manager and can see all the jobs in the pipeline, you'll also see all these jobs in reporting. If you are a sales rep, you will see your own jobs in reporting.
Navigating the reports
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page
The main area in the reports screen shows previously-generated reports in the report selected in the right bar. Scroll right bar. Selected a report from the right column and the report will be displayed on the left side of the screen. Scroll vertically and horizontally through the displayed report's data to view all of the report's content. The The displayed report can be extracted as a CSV file by clicking on Export to CSV. Users Users can search through previously-generated reports using the search bar. A A new report can be created by clicking on New Report. 
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Running a new report
Click on the + New Report button in the upper right corner of the screen.
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In the modal that pops up, start by selecting the desired report template: Proposals Report, Milestones Report, Tasks Report, Workflow Report, or Credit Applications Report.
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Complete the required information:
Report Name: desired name of the report.
Report Description: a description of the report.
Date range: the date range you wish to run the report for.
For: the selected metric of interest for the date range. Each report template has specific relevant options:
The Proposals Report has the date option "Date Created" which is the date when the proposal was created
The Milestones Report has two date options:
"Site Last Updated"
"Date Signed" the date when the contract was signed
The Tasks Report has the date option "Site Last Updated"
The Workflow Report has the date option "Workflow Last Updated"
The Credit Qualification Report has date option "
Credit LastCredit Last Updated"
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Click the Run Report button.
The report appears on the main screen and can be found in the right bar.
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Managing existing reports
To delete a report, click on the "x" in the upper right corner of the report reference in the right bar.
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Navigating data in reports
This section offers clarifications on the data you'll find in the various report templates. Most of the fields are self-explanatory so we'll focus on those that aren't.
Proposals Report
System Production In First Year: the system's first year production in kWh
System Productivity: productivity in kWh/kW
Quote Count: number of quotes included in the proposal
Product Count: the number of financing product options represented in the proposal
Milestones Report
System Production In First Year: the system's first-year production in kWh
System Productivity: productivity in kWh/kW
Rate Contract: the equivalent contract rate in $/kWh
Date Signed: the contract signing date (when e-sign document was received or when a wet-signed contract was uploaded)
Tasks Report
Quotetask Name: name of the task
Quotetask Status:
NOSTART: task is not started
PENDING: the milestone that contains this task is pending approval
APPROVED:
thethe milestone that contains this task is approved
COMP: task is checked off / complete
INPROG: task in progress, a document was uploaded
SENT:
thethe document in this document-generating task was sent
SIGN: the document in this document-generating task was signed
Date Signed: for tasks involving a document to be signed, the date when it was signed (when e-sign document was received or when a wet-signed contract was uploaded)
Credit Applications Report
Legal Contact Name: this is the legal contact submitted at the time of credit application/qualification, as opposed to the site contact that can be found in e.g. the Milestone report.
Quote status for job: status for the farthest along quote & workflow associated with the site
Quote count: total number of signed quotes for the site
Adding new fields to reports
If you would like to add new fields to any reports, they can be requested by submitting a Sighten an EverBright support request.
Any questions? Please email support@sighten.io
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