Send Monthly Solar Production Report
Automatically generate and send detailed monthly solar production reports to customers, showing energy generation, savings, and system performance without manual data compilation.
When
Monthly schedule (1st of each month)
Then
Professional solar production report emailed to customer
12 hours per month
Time Saved
95% less manual reporting
ROI Impact
Automated solar production reports work by connecting your solar monitoring platform to a reporting system that pulls monthly production data, calculates savings metrics, generates branded PDF reports, and emails them to customers automatically on a set schedule—eliminating manual report creation while ensuring consistent customer communication.
How This Automation Works
Monthly schedule (1st of each month) → Professional solar production report emailed to customer
Schedule triggers data collection
On the first of each month (or your chosen schedule), the system initiates and identifies all active customer systems requiring reports. It retrieves customer details, system specifications, and utility rate information from your database to prepare for data collection.
Pull production data from monitoring platform
The system connects to your solar monitoring platform(s) via API and extracts the previous month's production data for each system, including hourly generation, system uptime, performance metrics, and any logged errors or maintenance events.
Calculate savings and performance metrics
Using current utility rates and historical data, the system calculates dollar savings, percentage comparisons to expected production, environmental impact (CO2 offset, tree equivalents), and year-over-year performance trends. Performance ratios are computed to identify any degradation or issues.
Generate branded PDF report
A professional PDF report is created using your custom template, incorporating all calculated metrics, data visualizations, performance charts, and personalized messaging. Charts and graphs are automatically generated to make data easily digestible for customers.
Deliver report and store records
The completed report is emailed to the customer with a personalized message, copied to your internal team if desired, and archived in your customer management system. Delivery tracking confirms receipt, and failed deliveries trigger notifications to your team for manual follow-up.
How It Works
Transform your customer communication with automated monthly solar production reporting that eliminates hours of manual data gathering and report creation. This system automatically pulls performance data from your solar monitoring platform, calculates savings metrics, generates professional PDF reports, and delivers them directly to customers via email. Customers receive consistent, timely insights into their system's performance, energy production, cost savings, and environmental impact. The automation includes customizable templates, automatic data visualization, and personalized messaging based on each system's performance. Perfect for residential solar installers, commercial solar operators, and solar asset management companies looking to enhance customer satisfaction while reducing administrative overhead.
The Trigger
The system initiates automatically on the first day of each month, pulling the previous month's solar production data from your monitoring platform. Alternative triggers include production milestones, billing cycle dates, or custom scheduling based on installation anniversaries.
The Action
A comprehensive, branded PDF report is generated containing energy production metrics, cost savings calculations, environmental impact data, system health indicators, and performance comparisons. The report is automatically emailed to the customer with personalized messaging and stored in your customer management system for reference.
Common Use Cases in Solar
- Residential solar installers sending monthly production reports to 500+ homeowners automatically, reducing administrative staff needs while maintaining excellent customer relationships and generating referrals through consistent communication
- Commercial solar operators managing multiple client sites who need site-specific and portfolio-level reporting, delivering executive summaries to facility managers and detailed technical reports to maintenance teams on different schedules
- Solar asset management companies overseeing large portfolios for investors, generating standardized monthly performance reports with financial metrics, ROI tracking, and portfolio analytics for multiple stakeholders simultaneously
- Community solar programs communicating with hundreds of subscribers, sending personalized reports showing each subscriber's portion of production, credits earned, and environmental impact from their shared solar investment
- Solar service companies using reports as a touchpoint for upselling opportunities, including maintenance packages, battery storage systems, or panel additions based on usage patterns and system performance data revealed in monthly reports
Results You Can Expect
Eliminate Manual Report Creation
Remove the tedious process of logging into monitoring platforms, exporting data, creating spreadsheets, formatting reports, and manually emailing customers. Your team focuses on high-value activities like installations and customer relationships instead of administrative tasks.
Improve Customer Satisfaction
Proactive communication keeps customers informed and confident in their investment. Regular reports demonstrate system value, build trust through transparency, and address questions before they become support tickets. Customers feel cared for and engaged with their solar investment.
Ensure Consistent Communication
Every customer receives their report at the same time each month without delays caused by staff workload or vacations. Consistency builds professionalism and reliability in your customer relationships, differentiating you from competitors with sporadic communication.
Scale Without Adding Staff
Handle growing customer portfolios without hiring additional administrative staff. Whether you manage 100 or 10,000 systems, the automated system processes all reports simultaneously, enabling business growth without proportional cost increases.
Identify Issues Proactively
Automated analysis flags underperforming systems during report generation, alerting your team to potential issues before customers complain. Address problems proactively, schedule maintenance efficiently, and minimize system downtime through early intervention.
Strengthen Customer Retention
Regular, valuable communication keeps your company top-of-mind and positions you as a trusted partner rather than just an installer. Satisfied customers are more likely to refer friends, purchase additional services, and become advocates for solar energy and your brand.
Frequently Asked Questions About This Automation
The system connects to your solar monitoring platform via API, extracts monthly production data, calculates savings based on utility rates, generates a customized PDF report with charts and metrics, and emails it to customers automatically. All data pulling, calculations, formatting, and delivery happen without manual intervention.
Set Up Scheduled Report Generation in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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