Portfolio reports

Reports at the portfolio level

With the drag-and-drop editor, you can create portfolio reports that display essential information about all your systems or selected systems using the available data points. These reports can be generated automatically and sent to recipients such as customers, investors, or internal controlling departments.

Create a portfolio report template

Prerequisites

• ​Your user group permissions allow you to create portfolio reports

Steps

1. At the portfolio level, select Report > Portfolio report.

2. Select Create a new portfolio report.

3. Give your report a name, and description (optional).

4. Select the systems to include in the report. You can also filter by various criteria. Select Continue.

5. Drag the elements you want to include in your report from the Report elements area to the Preview area.

   • To add an element multiple times, drag and drop the element to the Preview area as many times as needed. For example, you may want to add several different charts and KPIs.

   • Select the Pencil icon to edit the details of each element.

   • Select the Arrow icon to return to the Report elements overview.

6. When you are satisfied with the configuration, select Next > Save.

7. You can now see your portfolio report template in the Portfolio reports overview.

Cover

• Add a title, description, company logo, or other image (max. 1 MB).

KPIs

• Selection of columns: Select the desired content from the dropdown menu.

• Column orientation: Change the order of the columns using drag and drop.

• Period

  • Year to date: all current data for the year until now

  • Report period of time: period as selected under Send reports via VCOM

Chart

• Choose from the Energy, Energy comparison, and PR comparison charts. This is an aggregated view of the charts at the system level under Evaluation.

• Period

  • Year to date: all current data for the year until now

  • Report period of time: period as selected under Send reports via VCOM

Tickets

• Select which tickets and ticket details to display.

Generate a portfolio report

Prerequisites

• A portfolio report template already exists

Steps

1. In the Portfolio report overview, select the Download icon.

2. Select the period and format for your report (PDF, DOCX).

3. Select Start.

4. The report will be downloaded to your computer.​

Send reports via VCOM

You can send reports directly via VCOM without downloading and emailing them using a separate tool.

Steps

1. Select the Envelope icon next to the report you wish to send.

2. Fill out the following fields:

   • Recipient: Must be in the Contacts list. Multiple recipients must be separated by a comma.

   • Transmission interval: How often the report should be sent

   • Format: DOC or PDF

3. Select Save.

4. The report will be generated and sent for the upcoming interval.

Further actions

• Pencil icon: Edit an existing template

• Trash icon: Delete a report

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