The design of the Reporting Interface is based on the design from the LocusNOC, with the left-hand pane dedicated to navigating through the sites and components of your fleet - we call this the Search-Browse Pane. The process of creating Data Extracts begins from this Search-Browse Pane and continues to the right as you go through the steps.

This is how the interface should look when you first load the page:

1. Select Entities in the Search-Browse Pane

The first step in creating a new Data Extract is to select the desired entities from the Search-Browse Pane. There are a few options here:

A. Search for specific sites or components

B. Use Groups to narrow your options (Click the arrow next to Fleet to display your list of available groups)

C. Simply scroll through and browse your fleet

One of the most powerful features of this new interface is the ability to multi-select many entities in the Search-Browse Pane at once. Next to each entity in the list, you will see a checkbox on the left-hand side. This allows you to select multiple entities at once.
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When selecting multiple components under a single site, you also have the added ability to select multiple components with a single click. By hovering over an entity, two multi-select icons will appear on the right-side of the row.
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Keep in mind that the resulting action for both multi-select shortcuts are dependent on the type of component you hover on.
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The first option will select all the components of the same type that share the same parent entity. This is useful for selecting sets of inverters under a particular meter, or other similar hierarchical situations.

The second option will simply select all the components on that site that are the same type.

Clear all selections using the button located at the top of the pane.

2. Select Data Types in the Data-Available Pane

Once you have selected one or more entities in the Search-Browse Pane, the Data-Available Pane will load with the available data types options. Data types are broken down into three main categories: Measured Data, Expected Data, and Modeled Data.

Data that loads in the Data-Available Pane is dependent on the entities selected. For each entity, a separate data-available api call is made to populate this list. When multiple entities are selected from the Search-Browse Pane, the Data-Available Pane loads with the union of all these data-available calls. This is indicated on the right side of each row of data. Hovering over the info button here will provide more insight into which entities have that data type available.

The Data-Available Pane also has multi-select abilities. You can select multiple data types by clicking the checkbox on the left of the data types you want to add to your extract. Additionally, clicking the labels for Measured Data, Expected Data, or Modeled Data will select all the data types of that section.

Once you have selected data types, click the ADD button at the bottom of the Data-Available Pane to add them to your extract. Only available data types will be added. For example, you will not see irradiance added for an inverter that does not measure irradiance.

 3. Update Parameters in the Report-Details Pane

The third step in creating a data extract is to update the parameters and details of your extract. In this section, you can add a report name, update the timeframe and granularity, and adjust the contents of your Data Extract.
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At the top of the Report-Details Pane is a field to enter a report name for your extract. This report name is a required field and will become the email subject as well as the file name for your Data Extract. Report names must be unique.

Below the report name, is the the timeframe selector. Here you can update the timezone, granularity, and overall timeframe of your Data Extract. Choose from a list of common relative timeframes, or enter your own custom date range.

The bottom section of the Report-Details Pane is the list of data series to be included in your Data Extract. After clicking ADD in the Data-Available Pane, you will see this list populate with all the data series you had selected. You can update the order of the list by clicking on the headers of the two columns (Name and Datatype). This allows you to organize your extract by site/component name or by data type name. Clicking the 'X' next to any data series in this list will remove it from the extract. Clicking the 'X' in the header row of the list will remove all data series.

Take note of the total data points to be included in your Data Extract, listed at the top of the last pane. This is the only limitation imposed on Data Extracts. This total number of data points take three things into account: Number of data series included, length of the timeframe, and granularity of the data over that timeframe.

The maximum allowed number of data points is currently 10,000,000. If you exceed this number, you can adjust either of these three parameters to bring your data points within the allowable range.

4. Run Now or Save

The last step is to enter the email addresses to send the extract to. The email address should default to your username if logged in as a user. Use commas to separate multiple emails.

Next, click Run Now or Save. Clicking Run Now will automatically fire off your report and reset the page to its initial state. To save, enter the required details of your desired recurring schedule and click Save. Refer to the section below on the Saved Reports page for more details on managing saved reports.