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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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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