Stage 4 of 4 · Report
Give the board and investors one version of the portfolio
The Reporting Dashboard and Analytics turn every project record into portfolio reporting: risk, capacity, CAPEX and generation by class, custom reports with a board-pack PDF, and read-only links for investors.
Illustration of the Reporting Dashboard. The figures are invented and developer names are hidden.
Why portfolio reporting takes a week every month
The numbers exist, but they sit in project trackers, finance spreadsheets and monitoring portals. Pulling them together for a board or an investor is a job in itself, and they are out of date by the time they are sent.
See a board pack built from live project records
A short demo of the Report stage, from the dashboard to the PDF.
Portfolio reporting built from the project records themselves
Answer the board’s questions from one page
The Reporting Dashboard is a read-only view of every project across the lifecycle, designed for board and investor sessions. Filter it by risk, date or anything on the record, and break the portfolio down the way you need.
- Filter by RAG, installation or handover date, codes, developer, operator, panel or inverter maker
- Breakdowns by developer, operator, panel and inverter manufacturer, and asset manager
- Not Proceeding projects counted separately and left out of installed and pipeline totals
Illustration of the Reporting Dashboard filters and breakdown. The figures are invented and manufacturer names are hidden.
See how each part of the portfolio is doing
Retro, development, customer and acquired sites each get a card: installed capacity against pipeline, the share that is live, year-to-date generation and revenue, a 12-month trend, and a health score from 0 to 100.
- Health score weighted 40% year-on-year momentum, 30% live-to-pipeline ratio and 30% revenue per kWp
- Open a score to see its breakdown, or filter the page to one class
- The same class view in Analytics and on the Reporting Dashboard
Illustration of class insights. The figures are invented.
Build the board pack in minutes, then reuse it next month
Pick any combination of class, risk, lifecycle stage, developer, operator, manufacturer, codes or dates. Flow lists the matching projects with combined kWp, combined CAPEX and average £/kWp.
- Save a set of filters as a template and load it again next month
- Export as CSV or as a board-pack PDF
- Pick out only the projects that have overrun their stage SLA
Illustration of Custom Reports. The sites and figures are invented.
Give investors a live view, without a login
Create a signed, read-only link to the whole portfolio, one class or a single project. Show production only, with financials hidden, or a full mirror for existing investors. Every link has an expiry, 7 days unless you choose otherwise.
- Scope a link to the portfolio, a class or a project
- Production-only or full-mirror mode
- An expiry on every link, 7 days by default
Illustration of investor share links. The site and links are invented.
Preparing the next board pack?
Book a demo and see your portfolio reported from live records.
Every figure traces back to a stage
Nothing in Report is typed in for the report. Each number is the one set or measured earlier in the lifecycle.
From Plan
CAPEX, OPEX and the financial model for each site.
From Build
Lifecycle stage, risk rating, time in stage and the actual build cost.
From Monitor
Generation, performance against simulation, and REGOs earned.
The tools behind the Report stage
Reporting Dashboard
A read-only view of every project for board and investor sessions, with share links.
Learn moreAnalytics
Portfolio production, class insights and custom reports with a board-pack PDF.
Learn moreLifecycle Board
Every project by stage, risk and CAPEX, feeding the pipeline figures.
Learn moreBuilt for the people who answer for the portfolio
Finance and portfolio leads
Board-ready figures without a week of spreadsheet work every month.
Investors and funders
A live, read-only view of the portfolio, or just the projects they back.
Asset managers
Their part of the portfolio by class, risk and manager, on the same page as everyone else’s.
Bring last month’s board pack to the demo
See how the same pack would come out of Flow.
Questions about the Report stage
Can investors see the portfolio without a Flow login?
Yes. Create a signed, read-only share link to the whole portfolio, one class or a single project. Each link has an expiry, 7 days by default.
Can we keep financials private from some investors?
Yes. Production-only links hide the financials and show generation. Full-mirror links show everything, read-only.
What can we export?
The Reporting Dashboard can be printed or exported as CSV or PDF. Custom reports export as CSV or as a board-pack PDF.
How are cancelled projects treated?
Projects marked Not Proceeding are counted separately and left out of installed and pipeline totals.
Can we save a report we run every month?
Yes. Save any set of filters as a template and load it again next time.
See the Report stage working on your portfolio
From live project records to a board pack and an investor link.
Contact salesPreparing the next board pack? See the Report stage in a short demo.