Prepare and customize a PDF report
The solar assessment report brings project data together in a document for review or sharing. It can include the surveyed horizon profile, PV layout, energy estimates, economic analysis and site visit file.
Open report preparation
Section titled “Open report preparation”- Open the project in Azimutis.
- From Overview, select PDF report, then View.
- Choose a template or customize the sections on the report preparation screen.
The app checks the permissions required to generate the report.
Choose a report template
Section titled “Choose a report template”Three templates are available:
| Template | Use |
|---|---|
| Essential | Short summary focused on the site, horizon profile and key solar indicators. |
| Standard | More detailed report with energy, economic and environmental analyses and the site visit file, where data is available. |
| Full | More comprehensive document that can include detailed charts and survey photos. |
Selecting a template sets the report options automatically. You can then select or deselect individual sections: these are not three different PDF file formats.
Select sections
Section titled “Select sections”Under Settings, adjust the content:
- Site and summary: project summary, map and location.
- Horizon and solar exposure: solar indicators, horizon profile chart and sun path diagram.
- Installation: layout and installable-capacity estimate where the project has a measurement.
- Energy: irradiation, estimated production, indicators and monthly charts.
- Economics and environment: financial results and environmental indicators.
- Photos and visit: annotated survey photos, site photos, customer information and notes where entered.
- Report branding: company logo and contact details where configured.
An option can only produce results if the corresponding project data exists. A complete report therefore does not have the same number of pages for every project.
For missing information, see Complete the site visit file.
Prepare a document to share
Section titled “Prepare a document to share”Before generating:
- Check capacity, orientation and tilt in system settings.
- Review Energy, Self-cons. and Economy results.
- Complete customer details, notes and site photos where needed.
- Check the selected sections and report name.
- Tap View to generate and open the document.
Page count varies with data and options. A detailed report may include a summary, horizon charts, panel layout, production details, with/without-battery comparison, economic projection and photos.
For sending or saving the PDF, see View and share a PDF report.
Limitations
Section titled “Limitations”The report presents estimates based on project assumptions. It does not replace detailed engineering, structural checks or a quotation. Generate a new report after changing assumptions to use updated results.
Include self-consumption results
Section titled “Include self-consumption results”Under Settings → Energy, enable Energy data to include the project’s available self-consumption and battery details. This option is enabled in Standard and Full, but not in Essential. First check that results exist in the Self-consumption tab; selecting a section does not create missing data.
Customize the cover and report identity
Section titled “Customize the cover and report identity”Choose the cover image in Site photos. To add your company logo and contact details from this screen, see Customize report identity on mobile.
Projects with several planes
Section titled “Projects with several planes”With multiple planes, distinguish individual results from the overall summary. Production is added; consumption, battery and economics are calculated for one installation. The report identifies planes and surveys without unnecessarily repeating identical profiles or shared photos. Horizon exports are grouped by plane; portal hourly exports distinguish the summary from plane-specific data.