Background
External Power BI reporting for installers is now available. This feature is designed to help the installers identify issues with jobs and obtain PTO faster. In the Beta phase now with approximately 10 users, but all Orgs have this tool enabled within a couple of months.
Installer reporting overview
Only organizations that have the installer reporting feature flag enabled will have access to the installer reporting platform feature.
Within enabled organizations, only users who have been invited to Power BI will have access to sign-in and view the report.
Link to Power BI Reports (Internal Use Only)
Enabling an organization for installer reporting
This request can only be initiated internally via the Account Manager
Support requests to add/remove users should be directed to the AM
The Org Admin will need to submit a list of users along with their email addresses
The AM will fill out a form and submit it to the Data team
The Data team will enable the organization domain to view the reporting. This must be approved by IT and can take up to a week.
The Data team will submit the request to Config to enable installer reporting
This will not be part of the onboarding process, since typically user roles and permissions are not known in advance, and we do not want to add any delays to onboarding.
External Access Guide for Installers
How To Access EverBright Reporting:
To access the report, you will receive an email inviting you to join Microsoft Teams as a NEE guest.
Log in to the EverBright platform using your credentials.
Under the Reporting tab, select “Portfolio” from the drop-down and then click on the green Sign-In button.
You will be navigated to a log in page. Enter the email address that received the invitation to access the report.
Note: The email address for signing in to the EverBright application and for PowerBI can be different.
The first time you log in, you will need to request a one-time code be emailed to you. Click on “Email code to [your email address]” in the Enter Password pop-up screen.
For all future log ins, a new code will be sent to your email address.
Enter the code you received into the prompt.
You can select to stay signed in on your computer or not, per your preference.
Click on “Accept” to grant NEE the required permissions.
Click on “NEE Terms of Use” to read the terms and conditions.
Note: You cannot click the “Accept” button until you open and read the Terms of Use.
After accepting the “Terms of Use” you will be navigated back to the EverBright platform and can access the report from the “Portfolio” link under the Reporting tab.
If you have any questions, please call our support team at 877-465-2496, chat with us through the EverBright platform, or email us at support@goeverbright.com.