Exporting Data from Solo

Owner/Admin Feature Only!

Data can be exported from Solo using the Reports Tab. You can find information such as all documents requested, proposals that have been submitted, trends for a given date which includes the number of proposals submitted and the number of contracts signed, and the performance for any sub account as an overall volume report.

At the top of the page, select the request type from the dropdown menu.
Choose the type of report you want to pull.
Some report types will require company information to be selected. If it is optional and left blank, it will pull for all companies listed in your company list.
Additionally, you have the option to select the timeframe of what you want the report to show.
After selecting these options, press the run report button or the download button to get a .csv version of the report.

Here is a breakdown of the types of reports and the information that will be included in each. Click the categories below to jump to that category's report types:

CAD
Companies
Docs
Extra Solar Proposals

CAD

> CAD Requests

You will need to define the report type, a company (optional) and the Date range (optional). The report types include:

Company: which pulls the CAD requests per company
AHJ: which allows you to run the report based on a specific state and AHJ
Utility: which allows you to run the report based on a specific utility company

The columns that the report will include are:

Company: Company Name
Customer Name: Customer Name
Customer ID: The ID of the customer in Solo
State: The state as listed in the customers profile
Status: The current customer status
AHJ: The Authority Having Jurisdiction, if any.
System Size: The size of the system in Watts
Sales Rep: The assigned sales rep on the customer profile
Sales Rep ID: The ID of the Sales rep assigned to the customer
Impeded Count: The number of impedes on the CAD, if any
CAD Id: The specific CAD ID
Date Cad Requested: The date the CAD was requested

> CAD Revisions

This runs a very similar report, but only includes CAD revision requests. You will need to define the report type, a company (optional) and the Date range (optional). The report types include:

Company: which pulls the CAD requests per company
AHJ: which allows you to run the report based on a specific state and AHJ
Utility: which allows you to run the report based on a specific utility company

The columns that the report will include are:

Company: Company Name
Customer Name: Customer Name
Customer ID: The ID of the customer in Solo
State: The state as listed in the customers profile
Status: The current customer status
AHJ: The Authority Having Jurisdiction, if any.
System Size: The size of the system in Watts
Sales Rep: The assigned sales rep on the customer profile
Sales Rep ID: The ID of the Sales rep assigned to the customer
Impeded Count: The number of impedes on the CAD, if any
CAD Id: The specific CAD ID
Date Cad Requested: The date the CAD was requested

Companies

> Company Customer Volume

This report type will require you to select the company. You can select multiple companies from the dropdown. To search a company, start by typing in the company name and click ‘enter’. This report may take a few minutes to run depending on the amount of data.

The columns that the report will include are (these are the columns that are still applicable and in-use in Solo):

company_name: Company Name
customer_id: The ID of the customer in Solo
customer: Customer Name
customer_state: The state as listed in the customers profile
Sales Rep: The assigned sales rep on the customer profile
realTimeProps: Number of Real Time proposals requested on a given customer
standardProps: Number of Standard proposals requested on a given customer
redesignProps: Number of redesigns requested on a given customer
docRequests: Number of document packets requested on a given customer
docsKba: This service is no longer available, so this column will most likely be 0 if you were not enrolled in DocuSign Plus previously.
proposalDocRequestId: The ID of the most recent document packet for the customer
cadRequests: the number of CAD requests for the customer
Batteries: Will only show if the customer has signed documents and batteries were selected on the proposal
batteryQty: Will only show if the customer has signed documents and batteries were selected on the proposal
standardRoofProps: The number of standard roofing proposal requests on a given
customer
realTimeRoofProps: The number of Real Time roofing proposal requests on a given customer

> Company Inverters

You will need to define the Sub - company (optional) and the Date range (optional). The columns that the report will include are:

Company Name: The name of the Company
Inverter: The manufacturer and model type of the inverter
Price: The price you set for the inverter from the MissionControl portal
Start Date: The Live date you set from the MissionControl portal
Expiration Date: The date the inverter expired, if any. As set from the MissionControl portal
Inherited: The company in which the account is inheriting inverters from, if any.

> Company Adders

You will need to define the Company (optional) and the Date range (optional). The columns that the report will include are:

id: The ID of the adder, which appears nowhere else except in this report
Adders Name: The name of each adder as defined in the MissionControl Portal
Company Name: The name of the company that the adder is located in
Price: The price that was set for the adder within the MissionControl portal
Pricing Type: How the pricing is set, this can be Per Watt, a Fixed Amount, or Per Unit. These values are set within the MissionControl portal
Input Type: How the end user will select the adder. This can be a Checkbox, Input, Select Dropdown, or Automatic
Start Date: The Live date you set from the MissionControl Portal
Expiry Date: The date the inverter expired, if any. As set from the MissionControl Portal
Location: The location the adder will appear in on the proposal. This can be in the sidebar > adders, on the proposal, or none (only for automatic adders).
Inherited: The company in which the account is inheriting adders from, if any.

> Company Finance

You will need to define the Sub - company (optional) and the Date range (optional). This report type can take some time to load! The columns that the report will include are:

Company Name: The name of the company
Finance Option: The lender, term, and APR of the finance option
Dealer Fee: The applicable dealer fee, if any. As set from the MissionControl Portal
Lender Premium: The percentage to be applied on top of the dealer fee, if any. As set from the MissionControl Portal
Total Fees: The sum of the Dealer Fees and Lender Premium values.
Start Date: The Live date you set from the MissionControl Portal
Expiration Date: The date the finance option expired, if any. As set from the MissionControl Portal
Inherited: The company in which the account is inheriting adders from, if any.

> Subcompanies Performance

Name: The name of the company
Real-Time Proposals: The number of proposals requested by that company that were set as real-time requests
Next-Day Proposals: The number of proposals requested by the company that were set as Standard
Revision Requests: The number of revisions requested by that company
Doc Requests: The number of documents that were requested by that company
Contract Signed: The number of documents that were signed by the Homeowner for that company

Docs

> Doc Requests

You will need to define the Company (optional) and the Date range (optional). The columns that the report will include are:

proposal_id: The Id of the proposal the document request was pulled for
Id: the ID of the docs request, which can be used to locate a specific document in the docs search tab
lead_number: A string of text as defined in the customer profile, if any
Customer: The name of the customer
State: The state as listed in the customers profile
Status_name: The current customer status
Docs_sent: The date the documents were sent out
Doc_request_complete: The date that all parties signed the documents packet.
loan_amount: The finance amount within the document, reflected from the proposal
sales_rep: The name of the Sales Rep assigned to the customer
System Size: The size of the system sold
PPW: The price per watt that was agreed upon and signed for in the document request

Extra Solar Proposals

> Proposals

You will need to define the Company (optional) and the Date range (optional). The columns that the report will include are:

Company: The name of the company the proposal is under
Customer Name: The name of the customer
Lead Number: A string of text as defined in the customer profile, if any
Customer Id: The ID of the customer in Solo
Date Requested: The date and timestamp the proposal was requested
Customer Email: The email address for the customer
Customer Phone: The phone number for the customer
Customer Address: The street address as listed on the customer profile
City: The city as listed on the customer profile
State: The state as listed in the customers profile
Zip: The Zip code as listed in the customer profile
Utility Company: The utility company as listed in the customer profile
Sales Rep: The name of the Sales Rep assigned to the customer
Proposal Created Date: The date the proposal was created
Proposal Id: The ID of the proposal
System Size: The size of the system listed in the proposal, in kW
PPW: The price per watt listed in the proposal
request_priority: Either realtime or non_realtime (standard)
Update_reason: If a revision was requested, this will show the reason code for the
revision as selected by the Sales Rep.
HasSunlight: States Yes if the proposal as Sunpixel data and the irradiance map is available on the proposal design
Delivery Time: The time it took to deliver the proposal from the time of request to the time it was sent by the designer
Proposal Link: A URL link to the proposal

> Trends

You will need to define the Company (optional) and the Date range (optional). The columns that the report will include are:

Date: The day the proposals were submitted
proposalCount: The number of proposals submitted on that day
contractSignedCount: The number of documents that were signed that day