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How To Create a Custom Report Template

Introduction

Farsight® allows you to define and generate your own custom reports by creating your own personalized report templates

Steps

Go to: Reports

1. Hover over Create Report

2. Open the Create Report dropdown

3. Click on Report Template

4. Choose a name for your new template

5. Choose your desired Target, either Assets, Sites, or Site

6. Pick your desired technology, either Wind or Solar

7. Choose your desired Time Period. Currently, only monthly reporting is available

8. Optionally, you can upload a cover photo to be used for your reports

9. Filter your report sections: All, Overview, Availability, Power Curve, Production, and Summary

10. Use the search bar to find specific widgets

11. Scroll down to your desired widget. Drag and drop it into the Layout Editor on the right. Any widget you add can be viewed in the Preview Area. Click on the x to remove the widget

12. Pick a name for the report sheet. Use the enter key to save it

13. From the Group by dropdown, you can group your widgets by Country, Site or Asset. For example, if you group by country and have 2 widgets, you will have a report sheet with 2 widgets for each country, depending on your selection

14. If you drag & drop a new widget here on the bottom, it will create a new worksheet. If you drag & drop a new widget in an existing sheet, it will be added to that sheet

15. Click on Create Template to save it for later use

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