Reports received a major redesign in the July 2026 release — a new report creation experience, folder-based organization, a new report type for battery systems, and AI-generated executive summaries. This article is a deep dive into those changes. For a quick, one-line summary alongside everything else in the release.

Previously, all reports lived in a single flat list covering 11 different report types. To create a new report, you’d duplicate an existing one from that list and edit the copy — there was no dedicated "start from scratch" flow, and settings for name, period, systems, columns, style, and scheduling all lived together in one long form.

The sections below cover how report creation, organization, and content now work.

The Reports page now starts with a "New Report" button.

Clicking it opens a searchable template picker. You can start from scratch with a blank report, or choose a pre-built template grouped into categories like Performance, Billing, and Operations — each with a short description and its available reporting periods.

Once you pick a template, report setup opens on its own page with a clean left-hand navigation — General, Style, Columns, Schedule, and Reminders — instead of one long scrolling form.

Schedules now support targeting multiple days of the month and either the current or previous month's data, and report setup adds a cover-page upload option, rich-text editing, and reminders.

Instead of one flat list of every report, the Reports page now organizes reports into folders — useful for grouping by customer, internal use, report type, or however makes sense for your team.

Reports support breadcrumb navigation, bulk move between folders, and bookmarkable folder views. A single report can live in multiple folders at once, and deleting a folder never deletes the reports inside it — they simply move back out.

A new report template covers battery systems specifically: the BESS Periodic Report, a scheduled, branded PDF for a single BESS system or site, generated monthly. It's available right in the template picker alongside the existing PV report, which has been renamed “PV Periodic Report” for consistency.

The report covers capacity, energy charged and discharged, cycle counts, round-trip efficiency, availability versus guarantee, service calls, and optional revenue, with daily charge/discharge charts. It's available in English and Spanish, with the same scheduling and reminder options as other periodic reports.

Aggregated Report settings now open in a side drawer with a full column picker. You can add metadata and tag columns such as Group, an Expected Production (p50) column both per system and in the summary, and a signed, color-coded Actual vs. Expected % column (red when under expected, green when over).

AI-generated executive summaries — previously available only for BESS annual reports — can now be added to daily, weekly, monthly, and yearly solar PDF reports. Inside a report, a “Reset & Generate AI Summary” button creates a written summary in the report's language, in an editable text field so you can review or adjust it before it goes out.

Once generated, the summary references the specific figures for that report — installed capacity, production versus expected, and year-to-date trends — in a couple of short paragraphs.