Shade Analysis Report
Automatically create comprehensive shade analysis reports from site survey data, complete with visual overlays, loss calculations, and production estimates. Deliver professional documentation to clients within minutes of completing your assessment.
When
Site Assessment Completion
Then
Professional Shade Analysis Report Generated
3 hours per assessment
Time Saved
90% faster report delivery
ROI Impact
Automated shade analysis report generation captures site assessment data including shading measurements and obstruction angles, then produces professional reports with visual diagrams, percentage loss calculations, seasonal profiles, and production impact estimates formatted as client-ready PDFs within minutes.
How This Automation Works
Site Assessment Completion → Professional Shade Analysis Report Generated
Capture Site Assessment Data
Site survey data including shading measurements, obstruction angles, azimuth readings, and photographic documentation is collected from assessment tools, pathfinders, or drone analysis software and compiled into a standardized format.
Process Shading Calculations
The system applies solar geometry algorithms to calculate monthly and annual production losses, combining obstruction data with location-specific sun path information and typical meteorological year data for accurate shading impact predictions.
Generate Visual Diagrams
Automated creation of sun path charts with obstruction overlays, shading profile graphs, seasonal impact visualizations, and annotated site photographs showing specific obstruction sources and their calculated effects on production.
Compile Financial Impact Analysis
Calculate the monetary value of production losses based on electricity rates and system pricing, including annual revenue impact, payback period adjustments, and lifetime cost comparisons between shaded and optimized scenarios.
Apply Branding and Formatting
The system applies your company templates, including logo, color schemes, contact information, and standard disclaimers, then formats all content into a professional, client-ready layout following your documentation standards.
Generate and Distribute Report
Final shade analysis report is rendered as a PDF with all calculations, visuals, and recommendations included, then automatically delivered to designated recipients via email, uploaded to customer portals, or saved to project documentation systems.
How It Works
Transform raw site assessment data into polished, client-ready shade analysis reports without manual formatting or calculations. This process captures shading measurements, azimuth readings, and obstruction data from your assessment tools, then automatically generates detailed reports with visual diagrams, percentage loss calculations, and annual production impact estimates. Each report includes site-specific shading profiles, seasonal variation analysis, and recommendations for optimal panel placement. The system applies your company branding, calculates financial impacts of shading losses, and formats everything into professional PDFs ready for client delivery. Eliminate hours of post-assessment work while ensuring consistency and accuracy across all your shade analysis documentation.
The Trigger
Activates when solar site assessment data is finalized, including shading measurements, obstruction angles, sun path data, and photographic documentation from field surveys or drone imagery analysis.
The Action
Creates a comprehensive report featuring shading diagrams with sun path overlays, monthly and annual production loss percentages, financial impact calculations, site photos with obstruction markers, seasonal shading profiles, and optimization recommendations for panel placement.
Common Use Cases in Solar
- Residential solar assessments where trees, chimneys, or neighboring structures create shading concerns that need documentation for customer education and system design justification
- Commercial installations requiring detailed shading analysis for multiple roof sections or ground-mount arrays with complex obstruction patterns from buildings or equipment
- Due diligence reporting for solar project financing where lenders require professional shade analysis documentation to validate production estimates and investment returns
- Design optimization studies comparing different panel layouts or mounting locations to minimize shading impacts and maximize energy production for constrained sites
- Customer education materials demonstrating the specific impact of identified obstructions and justifying recommendations for tree trimming or system design modifications
- Quality assurance processes where engineering teams review shade analysis reports before finalizing proposals to ensure accuracy and identify potential installation challenges
- Post-installation documentation providing baseline shading profiles for monitoring system performance and identifying when vegetation growth begins affecting production over time
Results You Can Expect
Eliminate Manual Report Creation
Remove the time-consuming process of manually formatting shade analysis data, creating diagrams, performing calculations, and assembling reports. Field teams can complete assessments knowing documentation will be ready without additional office work.
Ensure Calculation Accuracy
Eliminate human error in shading loss calculations and production estimates. Every report applies the same proven algorithms and solar geometry principles, ensuring reliable, defensible numbers for every project regardless of who performed the assessment.
Accelerate Quote Delivery
Deliver professional shade analysis documentation to clients within hours of site visits instead of days later. Faster reporting accelerates the sales cycle, demonstrates professionalism, and captures customer interest while engagement is highest.
Maintain Professional Consistency
Every shade analysis report follows your established templates and branding guidelines, presenting a consistent, professional image across all customer interactions. Standardized reports also simplify internal review processes and quality control.
Support Better Design Decisions
Detailed shading analysis with visual representations and quantified impacts enables more informed decisions about panel placement, optimizer requirements, and system design modifications, leading to better-performing installations and more satisfied customers.
Scale Assessment Operations
Remove the documentation bottleneck that limits how many site assessments your team can complete. Field staff can focus entirely on data collection knowing reports will generate automatically, allowing you to serve more customers without adding office personnel.
Frequently Asked Questions About This Automation
The system requires shading measurements including obstruction angles and distances, azimuth and elevation readings, sun path data for your location, site photographs or drone imagery, and roof or ground mount specifications. Most solar assessment tools and pathfinders can export data in compatible formats that feed directly into the report generation process.
Set Up Automated 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.
Related Automations
View all solar automationsInstantly Generate Accurate Shade Analysis Quotes for Solar Installations
Automatically create detailed shade analysis quotes by connecting site assessment data with pricing systems. Eliminate manual calculations and deliver professional quotes in minutes instead of hours.
Automate Solar Satellite Design Quotes in Minutes, Not Days
Automatically generate accurate satellite design quotes for solar installations using aerial imagery and site data. Eliminate manual calculations, reduce quote turnaround time, and close more deals with instant remote assessments.
Automate Solar + EV Charger Bundle Quotes Instantly
Generate accurate solar panel and EV charger bundle quotes in seconds. Automatically calculate pricing, incentives, and savings while reducing quote turnaround time by 75%.
Automate Energy Storage System Quotes in Minutes, Not Hours
Instantly generate accurate energy storage quotes by connecting your CRM, pricing database, and proposal tools. Eliminate manual calculations and deliver professional battery system quotes while your team focuses on closing deals.