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Administration - How to Build a Report
Where found? Operations menu > Reports Accessibility? Users with administration permission can create and edit reports. All other users can run reports (Note that each report will only reflect the…
updated
4 mths ago
17
Reporting
Reports - Lead and Sales Status
Arguably the most critical aspect in determining your overall success with SolarNexus as a CRM and project management tool will be in your ability to ensure that the staff using SolarNexus always…
updated
4 mths ago
18
Reporting
Categories
Integrations & Partnerships
Partnerships
Align Solar Protection
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Working with Jobs (Projects) and Solutions
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics
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Home
Integrations & Partnerships
Partnerships
Align Solar Protection
SolarNexus
Contact Support
About SolarNexus
Update Notes
Application Overview
Tips and Tricks
Administration
Integrating SolarNexus with Other Applications
Incentives and Finance Programs
Documents: Templates and DocuSign
Shared Company Resources
Reporting
Project Data
Resources: Service Offerings, Pricing, & Solution
Resources: Products and Catalogs
Project Milestones and Workflow Management
Account and User Management
Working with Jobs (Projects) and Solutions
Managing Sold Projects
Energy and Financial Analysis
PV Systems, Energy Storage, and Efficiency Measure
Manage Sales Opportunities
Create and Manage Jobs (Projects and Work Orders)
SolarNexus FAQ
Misc
User Account Maintenance
Utility Bills
Managing Company Catalog
Managing Projects
Financial Analysis
PV System Design and Production Estimates
Video - Webinars and Tutorials
View all topics
