Our new reporting tool is currently in beta testing and will be available to all users on June 11, 2024. https://vimeo.com/945995895/c67b2bd2af?share=copy
Here are some answers to questions you may have about the new reporting feature.
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Why do I only see job/milestone-focused reports? How do I see other types of reports?
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On the new reporting landing page, simply click the “Give us Feedback here!” link.
Can I change the X or Y axis of a chart?
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We are pulling in key metrics, like the amount financed, install cost, and system size from the most recently signed contract or work order. If a change order occurs, the reporting will reflect the data from the latest signed change order. This may result in a different value than what appears on the quote or project phases, but you can rest assured the data will reflect the most recent contracted values with EverBright.
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