Creating reports | mc Assetpilot

Last modified: 2026-10-14

About creating reports

Reports are based on report templates, which are based on the content and structure of dashboard templates.
Reports are always tied to and therefore created at the organization level you want to report about, including all sub-elements.

Tip

Save time by having recurring reports created automatically. See Automations.

Create a report

The initial workflow for creating a new report is as follows:

Create a report template once to define the general content and structure for the report.
Create reports repeatedly from the template specifying the exact reporting period.

1) Create a report template

Prerequisites

You belong to any other user group than viewer.
You have created at least one production asset.

Steps

In platform view, select the desired organization level from the side bar.

Note

The report will aggregate the data of the selected organization level and all its sub-elements. It will not apply the scope (= aggregation settings) from the underlying dashboard template. See also Scope of a widget.

Select the domain Reports.
Select +New report template. A window appears.
Enter a Name for the report template and add a Description if desired.
Select the Dashboard template on which the content of your report should be based on. You will find the platform’s default and your user-defined dashboard templates in the dropdown. If you want to create an additional dashboard template first to use it as basis for your reports, see Dashboard templates.

Enter a percentage value for the Ownership stake. Use a number different from 100 if you create a report for a stakeholder that owns just a part of the asset, for example 50%. All numbers and diagrams in the Consolidated financial performance widget, Monthly cashflow widget, Profit/loss overview widget, PV production widget, and the energy values in the Loss breakdown widget will be scaled according to the percentage value if these widgets are included in the previously selected dashboard template.
Optionally, assign Tags to the report template. See also Tags for optimized search.
Select Create.

Your new report template appears in the list of report templates, and you can create reports from it.

2) Create a report from a template

Prerequisites

You belong to any other user group than viewer.
You created a report template on the desired organization level.

Steps

In platform view, select the desired organization level from the side bar.
Select the domain Reports. All available report templates for this organization level are listed.
Select Create for the template you want to create a report from. A window appears.
Determine the period for which you want to create the report by selecting the Start date and End date.
Select Create.

The new report appears…

…in the quick view of the corresponding report template.
…in the Report tab of the asset’s Documents domain.

Last updated: November 04, 2026