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  1. Solar Project Management
  2. Reports and analytics
Reference

Reports for the questions your team asks

Review the order, stock, delivery and financial questions that guide daily work.

Overview
Solar Project Management · Overview

Solar Project Management dashboard

This quarter

Work packages in view
6
Total planned quantity
2,630
Released
3
In progress
3

Goods receipts by status

How far records got this quarter

StageReachedStep
Draft46
Arrived2146%
Pending review943%
Accepted556%

Goods receipts by status

Sample counts per stage

1000
90Draft
100Arrived
100Pending review
60Accepted
80Partially accepted
Example screen with sample data

More reports

Order fulfillment by dealer Grouped

Compare accepted sales order quantity with shipped line quantities for each dealer.

Order promise changes List

Find order lines whose revised promise differs from the original promise.

Supplier receipt variance Grouped

Compare purchase order base quantity with arrived and accepted receipt line quantity.

Available stock by warehouse Grouped

Sum on-hand, reserved and available quantities by warehouse and product.

Route completion List

Compare planned route dates with stop outcomes and delivery attempts.

Unbilled delivered scope List

Identify shipment lines with title-transferred quantity awaiting invoice allocation.

Receivables aging Grouped

Group outstanding invoices by dealer and due date.

Period close exceptions List

List close tasks requiring review by entity, period and cutoff.

Set up Solar Project Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started