Create Report Application

  • Published on Oct 23, 2025
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To learn more about reports use cases, visit Reports

To create a report application:

  1. Open the BI Manager application.

  2. Click Create App.

  3. A configuration popup will appear with setup options.

General configuration

  • Name: Enter a name for your application.

  • Type: Select Report as the type if you want to create a report.

  • Description (optional): Provide a description for your report if needed.

Assets configuration

Asset Type
A report is always linked to a single asset type. Select the asset type for your report:

  • Data displayed in the report can come from the chosen asset type or from its child asset types (see hierarchy in the Object Manager).

    Example: You can create a SolarFarm report and display Inverter data inside it. However, if you create an Inverter report, you won’t be able to display SolarFarm data.

Asset Model (optional)
Depending on the selected asset type, you may specify one or more asset models. This allows you to build reports tailored to specific asset models.

Asset Picker Options
These settings define how users can select assets within the reports:

  • Hidden: No asset picker is shown. The asset is pre-configured when the report generator is deployed to the menu.

  • Single Select: The asset picker is available in the report designer, but users can select only one asset at a time. In the report generator, the user will be able to select only single assets reports

  • Multiple Select: The asset picker is available in the report design, and users can select multiple assets at once. In the report generator, the user will be able to select only multiple assets reports

  • Retain asset filter : When this option is enabled, the selected asset is preserved when navigating from the current report designer to another report designer of the same type.

Example Configurations

Example 1

  • Asset Type: Turbine

  • Asset Model: V90

  • Asset Picker: Multiple Select

👉 The user will be able to select multiple V90 turbines (within their permissions, see Set Permission & Access), in the dashboard.

Example 2

  • Asset Type: Inverter

  • Asset Model: (none specified)

  • Asset Picker: Single Select

👉 The user will be able to select any type of Inverter (within their permissions, see Set Permission & Access), but only one at a time.

Time Configuration

  • Interval : This setting defines the time interval available when generating the report. For example, if ‘Monthly’ is selected, the report generation page & the report designer will only allow month-based selections.

Note : If interval Yearly is selectioned, the user has the possibility to set the start of the year for the time interval, this is a usecase encountered in fiscal years.

Saving the app configuration

When finishing the app configuration, the user can click save which will result on a newly created report in the draft edition state (see Version control workflow for more information on draft vs published version).
The user can now create sections (see Create/Edit a View & Section), create a widget Grid (see Create a Widget Grid), link datasource ( Link Data Sources to Applications) and  add widgets (see Widget Configurations) .  

Next step after creating a report is to configure it. See Configure a Dashboard

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