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
> 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
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’. The columns that the report will include are:
- 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