---
title: "Reports: templates and archive"
url: "https://ensights.productfruits.help/en/article/reports-templates-and-archive"
language: "en"
last_updated: "2026-08-25T16:23:31.369Z"
---

# Reports: templates and archive

The report library — which template answers which question, how to organise them in folders, and where sent reports are kept.

*Monitoring & Control → Reports*

Reports has two tabs: **Templates**, where your report definitions live, and **Reports Archive**, the record of what was actually sent.

## Templates

A template is a saved report definition — content, styling, the systems it covers and its schedule. Once defined it can run on its own and be reused indefinitely.

The toolbar has search, a **Type** filter, multi-select, a new-folder button and **+** to create a report. Folders are worth using early: most teams end up organising by audience (owners, lenders, internal) or by portfolio.

![The Templates tab of Reports](https://cdn-assets.productfruits.com/ec59a911-5125-4912-8b02-ce4aaeabe60a)

## Choosing a template

**Create Report** opens the template chooser. Start from a template rather than from scratch — each one already knows which columns and sections make sense for its question.

### Performance

-   **PV Periodic Report** — KPIs and yield for selected systems over a period. *Daily, Weekly, Monthly, Yearly.* The general-purpose owner report.
-   **Aggregated Report** — portfolio totals rolled up across all systems. *Monthly, Yearly.* One number per portfolio rather than one row per site.
-   **Aggregated Groups Report** — roll-ups per custom system group. *Monthly, Quarterly, Yearly.* Use with your groups to report per fund or per region.
-   **BESS Periodic Report** — monthly BESS performance for a single system.
-   **P90 Yearly Report** — actual production against P90/P50 expectations. *Daily, Weekly, Monthly, Yearly.* The report lenders ask for.
-   **Least Performed Systems** — bottom performers ranked by PR deviation. An operations triage list rather than a customer document.
-   **System Analysis Report** — deep dive into losses, availability and PR per system. For investigating a site properly.

### Billing

-   **Draft Invoice Report** — pre-billing draft with production and tariff data, to check before invoices are raised.
-   **PPA Invoice Report** — the final invoice per off-taker contract.

### Operations

-   **Insights & Alerts** — open alerts, insights and their resolution status. The monthly operations review in one document.
-   **Cleaning** — soiling losses and the recommended cleaning schedule, which pairs with the Annual Washes setting on each site.

**Start from scratch** gives a blank report you configure yourself.

![The template chooser](https://cdn-assets.productfruits.com/18852cf2-eaaa-4c51-9e1f-948e2f7ce6da)

## Reports Archive

Every generated and sent report, with **Name**, **Type**, **Sent To** and **Sent At**, plus filter, search and a period control (monthly by default).

The archive matters for two reasons: it proves what a recipient was sent and when — useful in a contractual conversation — and it is the fastest way to re-send a document someone has lost.

![The Reports Archive tab](https://cdn-assets.productfruits.com/8db575e3-ec50-4dfd-9fba-506cce520e9c)

## Common tasks

**Set up monthly owner reporting.** Create Report → PV Periodic Report → assign the customer's systems → set the schedule and recipients → save. It then runs without anyone remembering to run it.

**Report per fund.** Group the systems first, then use Aggregated Groups Report.

**Answer a lender's P90 question.** P90 Yearly Report over the contract year.

**Prove a report was delivered.** Reports Archive → filter by period → check *Sent To* and *Sent At*.

**Keep the library tidy.** Create folders per audience and move reports into them; the list grows faster than you expect.

## Common questions

**Which template for a monthly owner report?**  
PV Periodic Report for per-site detail, Aggregated Report when the owner only wants portfolio totals.

**A scheduled report did not arrive.**  
Check the Schedule tab of the report (Active, timezone, hour, recipients), then the archive to see whether it was generated but not delivered.

**Can I change a template after it has been sent?**  
Yes — edits apply to future runs. The archive keeps what was already sent.