PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Feature reference
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Channels
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
Feature reference
eSignatures
DocuSign template tags
Mapping eSignature tags
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
Azure AD
Okta IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
FAQ
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Administration
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
How to validate a Data Import
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import From V2
Questions to ask yourself
Locating the Import From V2 feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Billing Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Web Adapter Factory
Questions to ask yourself
Locating the Web Adapter Factory
What are Web Adapters
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Web Adapter Message Format
FAQ
Program Reporting
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
Integration Guides
Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
FormSense
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Project Summary
Roles and User Administration
Visualize Workflows
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View

Reports

Build compelling Reports to inform your program effectiveness and strategy.

Reports feature


Questions to ask yourself about Reports:

Which Data Fields do I want to include in my report?
Should the report include grouped Data Fields?

Do I need to report across multiple programs?

Locating the Reports feature

Anyone in a Role with the View Shared Reports privilege can edit Reports by opening the ADMIN menu and clicking on Reports:

 

Locating the Reports feature

Figure 1: ADMIN >> Reports

 

How to setup Reports

PowerClerk offers detailed reporting by administrators via a self-service report editor. Using the report editor, the administrator is able to define the program data which should be contained in a report. Reports are uniquely named by the administrator and fields are dragged and dropped onto a report design surface, similar to the Form editor.

 

When new Data Fields are created in the Form editor, a field name is assigned to that field by the administrator. Field names are used to create reports in the Report setup user interface. When compound fields such as Company Address, as shown in Figure 2, are dropped onto the report, each element of the field appears individually on the report. Alternatively, the user may place individual elements on the report, such as zip code.

 

Report Configuration

Figure 2: Report Configuration


The administrator can configure and save filters for many fields in a Report to control which applications are included. For instance, a filter could be defined to include only applications with Sector = “Commercial” and Year Home Built  >  “2000” in a particular report. The report output will contain one row per application that matches all specified filters.

PowerClerk will queue requested reports, and generate Reports in order based on request date and time. Once a Report is available, the user is notified via email. Reports are stored in PowerClerk until picked up by the administrator.

 

Report Ready for Download

Figure 3: Report Ready for Download


Once a Report has been run, it can be downloaded to the administrator’s computer as a .csv, as shown in Figure 3. Data may be viewed, manipulated, and processed in a number of tools including Microsoft Excel. Report results opened in Excel can, in turn, be easily saved in an Excel file format and thus include formulas, more extensive calculations and filtering.

 

Roll-Up Reports

Roll-Up Reports provides administrators the ability to define reports which aggregate, average, and count values in program Data Fields. Using the familiar Report editor user interface, the administrator can define Roll-Up Reports including, but not limited to the following:

  • Count of projects by City, State, Zip Code, or County
  • Count of projects by Current Status
  • Count of projects by Company
  • Count of projects by Account Number (could be used to check for duplicates)
  • Sum of PV System Nameplate Capacity by City, State, Zip Code, or County
  • Average PV System Nameplate Capacity by City, State, Zip Code, County, etc.

 

 

Example Roll-Up Report

Figure 4: Example Roll-Up Report

 


Similar to detail Reports, Roll-Up Reports will download in .csv format and are easily then converted into other common file types including .xlsx and .pdf.
 
 

Multi-Instance Reports

Multi-Instance Reports allow administrators to report across key project audits, like communication, status and attachment histories:
 

Multi-instance Report

Figure 5: Multi-instance Report

 

The following multi-instance fields in PowerClerk can be reported upon to collate this data outside of PowerClerk to increase your reporting capabilities and provide new avenues for Workflow analyses and program-wide optimizations:

  • Attachment History: Report current and historical attachment metadata such as attachment name, uploader and approval status.
  • Communication History: Report Communication Template names sent per project.
  • Project Notes: Report Project Notes entered by administrative staff.
  • Status History: Report data related to project status changes and by whom the change was initiated (see example shown below in Figure 6).
Status History example of a Multi-instance Report

Figure 6: Status History example of a Multi-instance Report

 
Please note: Multi-instance Reports also can be scheduled, shared, or integrated within Excel the same way regular reports can be handled.
 
 

Integrate scheduled Reports with Microsoft Excel and Power BI

A report that is generated by a Scheduled Automation Trigger and associated “Run Report” Action Rule can be refreshed directly in an Excel workbook without having to log on to PowerClerk by referencing the report’s “Download Link” provided in the Report History:
 

Report Download link

Figure 7: Report Download link

 
To connect directly to the latest iteration of the report within Excel click on the menu item Data >> From Web and paste the download link in the subsequent dialog as shown in Figure 6 and 6b:
 

Report Download link in Excel

Figure 8: Report Download link in Excel

 

Report Download link in Excel

Figure 8b: Report Download link in Excel

 
When Excel prompts you for a User name and Password enter your PowerClerk credentials. These will be stored on your Windows system:
 

Access Web Content

Figure 9: Access Web Content

 
Please note: The connected Excel report may be shared, however, in order to refresh the report’s PowerClerk connection, the recipient must also have access to the shared PowerClerk report and provide their PowerClerk credentials within Excel to authenticate.
 
Synchronization of scheduled Reports within Excel
Once you have established the direct connection to the PowerClerk report via the “Download Link” option described above, you can refresh your Excel workbook by navigating to menu item “Data” and clicking on “Refresh All”. Please note that only the latest iteration of the PowerClerk report’s data is being retrieved. A refresh in Excel *does not* re-run the PowerClerk report, which is why this functionality is particularly useful for scheduled Reports where PowerClerk automatically ran the report.
 
 

Cross-Program Reports

Cross Program Reporting allows you to run reports across multiple PowerClerk programs that you have in your agency. In order to set up programs for cross-program reporting, please contact Clean Power Research to setup and enable this feature for your programs and state the programs you would like to run a report on. In addition, the roles intended to run this kind of report need to have the admin privilege “Edit Cross-Program Report Mapping” enabled:

 

Edit Cross-Program Report Mapping

Figure 10: Edit Cross-Program Report Mapping

 

The next step in this process is to configure Cross-Program Report mapping. Any role with the “Edit Cross-Program Report Mapping” admin permission can access the Cross-Program Report mapping dialog. This relates the data fields from one program to the other programs as shown in Figure 11 below:

 

Cross-Program Report Mapping

Figure 11: Cross-Program Report Mapping

 

Click the Save button once you are finished mapping the data fields. You should now be able to run your Cross-Program Report.

Video guides

Setting up Roll-up Reports

The following video demonstrates how to setup a Roll-up Report:


FAQs

Q: How can I surpress a status from being reported?
A: To do so please navigate to a project currently in the status you would like to suppress in your Reports and click on "Stats History" as shown below: Label settings
Then please click under column Reported on “Normal” and select “Do not report” in the subsequent dialogue and acknowledge your selection: Label settings
Q: Can I unshare a report created by a different PowerClerk user?
A: Yes, you can unshare someone else's shared report if your role has privileges View Shared Reports and Edit Users activated. Please note that privilege Edit Users needs to be activated by a Clean Power Research administrator.

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.