The business

Reports.
Getting the
numbers out.

Eight tabs, five date ranges, a location filter and a CSV button. This page tells you which tab answers which question, and the two limits worth knowing before you ask for a year of data.

Which tab answers which question

Eight tabs. Most people only ever use three of them, so here is what each one is actually for.

Reports for a test Operator: Operational insights across your network. The tab row reads Revenue, Utilization, Energy, Sessions, Payouts, Fleet Billing, Customer Groups and Uptime, with Revenue selected. Below are the period pills 24h, 7d, 30d, 90d and Custom with 30d selected, and Advanced filters and Export CSV buttons. Tiles read Total revenue $676.90 for the last 30 days, Sessions 162 across the top 10 locations, Avg per session $4.18 and Energy (MTD) 412.6 kWh. A 30-day revenue chart follows, then Revenue by location: Sample Inn $228.80 from 57 sessions, Sample Towers $183.72 from 48, Sample Lofts $120.83 from 31 and Sample Fleet Depot $94.10 from 26 (all sample data).
Reports with its eight tabs, the period pills, Advanced filters and Export CSV, here on Revenue. Sample screen with test data.
TabThe question it answers
RevenueWhat came in, by site and by period. The tab an owner or a board wants.
UtilizationWhich chargers are earning and which are ornaments. The tab that tells you where to put the next unit.
EnergyKilowatt-hours delivered. The tab a rebate program, a utility or a sustainability report asks for.
SessionsThe transaction log. Every session, what it delivered, what it cost and when. The tab you use when one driver is disputing one charge.
PayoutsWhat has been paid to you and what is still pending. Check it weekly.
Fleet BillingWhat fleet accounts were billed. Only relevant if you run fleets.
Customer GroupsUsage broken out by the driver groups you have defined.
UptimeHow much of the period each charger spent reachable.

A Sales Partner sees Sessions, Energy, Utilization and Payouts, with no Revenue tab, and does not see Fleet Billing or Customer Groups. Commission has its own Commissions page. A Building Admin sees booking history and a Compare Locations tab of units consumed per location. A Viewer sees the reports and can change nothing.

Filtering

Narrow a report to what you actually want
Do it yourself
  1. Open Reports and pick a tab.
  2. Set the date range: 24 hours, 7 days, 30 days, 90 days, or a custom range.
  3. Open Advanced filters and tick the locations you want, or pick a saved group.
  4. Read the numbers, or export them.
Or just ask EVII™
What did Balboa earn last month?
Show me energy delivered across every site in the last 90 days.
Which chargers had the lowest utilisation in October?
Filtering to some of your sites

Advanced filters on the reports page take any number of locations at once, and a selection can be saved as a named site group and reused. You can also narrow by country, state or city, by site type, and by whether a site is enrolled in residential hosting. Every tab and every export honours the same selection, so set it once.

The Filters sheet opened from Advanced filters on Reports by a test Operator. Saved group reads None, with a Save selection as group button. Under Locations, with a search box, Sample Towers (sample data) and Sample Lofts (sample data) are ticked and Sample Inn and Sample Fleet Depot (sample data) are not. Below are the Geography selects for country, state or province and city, the Location type checkboxes, the Residential monetization select and an Apply button.
Advanced filters: a saved group, location checkboxes, geography, location type and residential monetization. Sample screen with test data.

There is also no per-charger report filter. To look at one charger, open the charger itself, where its own sessions and message history live.

Exporting

Get it into a spreadsheet
Do it yourself
  1. Set the range and the location filter first. The export honours them.
  2. Export the tab to CSV.
  3. Open it in Excel or Google Sheets.
Or just ask EVII™
Export last month’s sessions for Balboa.
Send me the energy report for the quarter.

Each tab exports itself. There is no single button that exports all eight at once.

Site Reports page for a test Property Manager: Sessions and energy consumption at your assigned properties. The date range pills read 24h, 7d, 30d, 90d, 1 year and Custom, with 7d selected, and the Locations selector on the right is set to All locations. The Booking History tab is open, next to Compare Locations. Status filters read All, In progress, Completed, Cancelled and Failed, with All selected, 8 total and an Export CSV button. The table lists eight sample sessions on TEST-TWR and TEST-LFT chargers by test residents and a test guest, with status, date and time, amount, kWh and session time.
Each tab carries its own Export CSV, here on Booking History for a Property Manager. Sample screen with test data.

CSV is deliberate. It opens everywhere, it does not carry formatting that breaks in someone else’s version of Excel, and an accountant, a funder or a rebate program will take it without argument. If you need a formatted document, format the CSV. Your data is yours and all of it is exportable.

Two limits

Neither is arbitrary. Both are what keeps a report that covers a hundred chargers from timing out on somebody else’s screen.

Or just ask

Most report questions are faster asked than clicked, because you usually want one number rather than a table.

The questions worth asking out loud
Do it yourself

Everything on this page has a spoken equivalent, and EVII answers inside your own boundary. She cannot see a site you do not hold, and no phrasing widens that.

Or just ask EVII™
What did I earn last month across all sites?
Which charger made the most money this quarter?
How many unique drivers used Balboa in October?
Which chargers have not run a session in thirty days?
Is anything stuck in payouts?
Export last month’s sessions for Plymouth.
What was my uptime at Balboa last week?