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Background: EverBright have designed a new Report landing page to be an accurate robust source of easily digestible data, quickly view reports from signed contracts to change orders, providing the most up to date information on jobs .

As a result; this article will provide support agents with guidance on how to Monitor the status of jobs, Get Pipeline trends/insights same as review milestones on the portfolio level.

Table of Content:

  • Understanding Report Tool Features:

  • Building a Report

  • Frequent Asked Questions

  • Introducing the new Reporting Tool - Video

Understanding the “Report Tool” Features:

Action

  • Log into Engine

  • Go to the top navigation menu and click “Reporting”

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  • Once on the Landing Page you will see the new Milestone Report

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This is the first Report Available but more reports will be coming soon

  • You can also access the Legacy Reports by clicking on “View Legacy Reports”

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  • Depending on your company’s data in EverBright; a graph will appear when the report loads

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If you know your company data is on EverBright but see an error message:

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You should adjust the date picker and filters to expand the data range

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  • There are four pre-configured report types that you can sort your jobs by:

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Deadline:

  • Where you can view upcoming milestone submission

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Approved:

  • Shows the approval status and date for each past milestone and where you need to take action to move jobs to the next phase

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Rejected:

  • Allows you to see milestones that were recently rejected and may need additional attention

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Current:

  • Will inform you the number of jobs you have at each milestone in the pipeline

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  • With the Date Picker selected date range you can select past dates for the rejected and approved reports and future dates

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  • For the “Deadline” report type; you can Scroll down to see a list of jobs represented in the data below

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You can navigate to the current Milestone of any job in the list simply by clicking on it

  • You can sort and filter these reports by milestone name

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This will allow you to filter by any combination of milestones

  • Sales Organization

  • Job Status

  • Milestone Status

This filter is especially helpful when managing downstream organizations

  • Under “Job Status” You will notice a new filter called “Pending Cancellation”

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This will show jobs that are approaching a Deadline and are at risk of being canceled

  • You can also filter by “Financial Parameters”

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This includes Homeowner obligation, Install Cost or Financing, product and system size and whether or not a project contains storage

Building a Report:

Let’s say, as an example, that you are in the process of staffing your crews for the upcoming quarter. To get a better idea of your staffing needs, you will need to modify a report:

Step

Action

1

  • Select your report

  • Then; Select the “Deadline” Report

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2

  • Select the Date Range

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Since you are looking at the next quarter then select today as the start date and a date three months from now for the end date.

Or you can click “Next Quarter” for easy navigation

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3

  • Then you will filter to only see the M2 (Installation Complete)

    • To be even more specific, look at only jobs that are not started and in progress under the Milestone status

      • Clear all filters besides these two

  • Once you have selected all filters, Press “Apply”

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4

  • Once you click on Apply the screen will show the graph based on a “week view”

  • You can select “Month” to have a clear and better understanding view regarding the staffing needs for each upcoming month

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5

  • If you would like to use this data for other data analysis or to create visuals for the team you can always export these reports as a CSV file that you can use with any other program you would like

  • Click “Export” in the bottom right under the graph

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  • A new window will apprear and then hit “Export” and a CSV download will begin momentarily

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Frequent Asked Questions:

Why do I only see job/Milestone- focused reports? How do I see other types of reports?

Currently the only reports available are milestone/job related. We are in the process of building reports that are focused in other areas of work such as sales (pre-contract signing) and installer payments. These should be available in the coming months, but in the meantime, existing reporting will remain on the platform so you can continue to get the data you need. We thank you for your patience while we work to build additional reporting.

Will I still have acces to the old reports?

If you have access to Portfolio reporting that will remain uninterrupted. You will also continue to have access to old reporting as well. You can navigate to it from the new reporting landing page.

How can I navigate to the Jobs in the report?

For the time being you can access the job information by exporting a CSV. In the near future, we will allow you to generate a list so that you can see job details and easily open the job in another tab within Engine!

Why do the filter options not show all of the expected values

Our filters are designed to work like spreadsheets, meaning you'll only see options that are applicable to the other values selected. For example, if you select the "Approved" report type, and on the "Milestone Name" filter you don’t see "M2" as an option, that means that there wasn’t an M2 milestone approved within the date range selected. To see more values in the filter, please select a broader date range.

Why Can’t I enter a custom date range for a report

We will be adding a precise date picker soon!, for now we have many past and future date ranges you can select from

How do I give feedback on the new reporting?

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?

The X and Y axes are fixed. However, if you need a report that is not available, please let us know by giving us feedback. We are eager to make the reporting tool more helpful to you.

Who can view reports?

All users can access the new reporting tool. If a user has access to a site, the data from that site will be reflected in the report. Once reporting on installer payments is available, we will have permission requirements to ensure only admins in installer accounts can view payment data.

Why are the values different from the values in the Project and Quote phase?

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.

Introducing the New Reporting Tool - Video

https://vimeo.com/945995895/c67b2bd2af?share=copy

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