---
title: "Reports: building and scheduling a report"
url: "https://ensights.productfruits.help/en/article/reports-building-and-scheduling-a-report"
language: "en"
last_updated: "2026-08-25T16:24:45.360Z"
---

# Reports: building and scheduling a report

The report editor, tab by tab: what the report covers, how it looks, which columns it carries, when it goes out and to whom.

*Monitoring & Control → Reports → + → choose a template*

The editor has five tabs down the left — **General**, **Style**, **Columns**, **Schedule** and **Reminders** — with **Save** and **Close** in the footer. Working through them in order takes a couple of minutes and the report then runs by itself.

## General — what the report covers

-   **Report Name** — what recipients will see. Include the audience or portfolio; "Monthly – Northside PPA" beats "Report 4".
-   **Folder** — where it lives in the library, or root level.
-   **Period** — the reporting period. The template tells you which ones it supports (for example Daily, Weekly, Monthly, Yearly).
-   **Report Language** — the output language, independent of your own interface language. Set it per audience.
-   **Assignment** — *Assign Systems From*: **Custom** (pick systems by hand), **Groups** (a system group) or **Customers** (everything belonging to a customer).

Prefer Groups or Customers over Custom wherever you can: the report then follows the portfolio automatically as sites are added or sold, instead of quietly going out of date.

![The report editor, General tab](https://cdn-assets.productfruits.com/f7e76b26-066e-4039-a32a-09414303dc77)

## Style — how it looks

-   **Header Background**, **Footer Background**, **Header Alignment**, **Logo Width** — the branding.
-   **Cover page** — *None*, *Custom* or *PDF* (supply your own cover).
-   **System Address in Header** — include the site's address.
-   **Hide Alerts Icons** — remove the operational alert markers from a document meant for owners.
-   **Show Expected** — include the expected figures next to actuals so variance is visible.
-   **Hide Revenue** — leave money out of a purely technical report.
-   **Hide Normalized** — drop the normalised columns for a less technical audience.
-   **Environment Contribution** — add the CO₂ and trees-equivalent section that owners and marketing teams like.
-   **Additional Components** — extra sections the template supports.
-   **AI Executive Summary** — prepend a written summary of the period generated from the report's own data. Useful for busy recipients; read it before the first send so you are comfortable with the tone.

## Columns — what it carries

The same metric catalogue as the fleet table: production, revenue, meter figures, PR variants, availability, irradiation, weather-adjusted energy, data-quality checks and more, plus **Completeness**, which tells the reader how much of the period actually had data — the column that stops an incomplete month being read as a bad month.

Keep the set short. A report with fifteen columns is usually one nobody reads; three or four well-chosen ones travel much further.

## Schedule — when it goes out

-   **Active** — the switch that makes it automatic.
-   **Timezone** and **Hour** — when it is generated and sent. Pick an hour after the previous period's data has landed; early-morning sends can catch an incomplete final day.
-   **Recipients** — who receives it.

![The report editor, Schedule tab](https://cdn-assets.productfruits.com/c60dc59b-700e-47ba-92a9-66eb33593c42)

## Reminders

A reminder attached to the report itself, with its own recipients and schedule — for the human tasks around it, such as reviewing a draft invoice report before the billing run.

## Common tasks

**Owner report in five minutes.** Template: PV Periodic → General: name, Monthly, Assignment by Customer → Style: Show Expected on, Environment Contribution on → Columns: production, expected, actual vs expected, PR → Schedule: Active, 08:00 local, recipients → Save.

**Internal triage report.** Template: Least Performed Systems → weekly → columns focused on PR and availability → recipients: the operations list.

**Report an owner can read.** Hide Normalized, Hide Alerts Icons, keep four columns, and turn on the AI Executive Summary.

**Check before it goes live.** Save with Schedule inactive, generate once, read it, then activate.

## Common questions

**Recipients did not get it.**  
Check *Active* on the Schedule tab and the recipient list, then Reports Archive to see whether it generated at all.

**The report shows fewer systems than expected.**  
Assignment is probably Custom and the newer sites were never added. Switch to Groups or Customers.

**Numbers differ from the portal.**  
Compare periods and timezone first — a report generated at 05:00 for "yesterday" can include a partial final interval. The *Completeness* column makes this visible.