Available now on installHUB
This guide shows the ways to take data out of installHUB: the Reports page, Export on your lists, the Downloads page, Submissions, and a job’s documents. These pages are for admins and account managers.
Reports
Open Reports from the main menu (app.installhub.com/admin/reports).
- All jobs report: one row per job your company owns or has been given access to. It includes the job number and type, customer and site address, the supply number (MPAN, or MPRN), status, lead and installation dates, the field operative who installed, costs and grant amounts, product types and customer feedback answers.
- All quotes report: shows when your company works with an installer network. One row per quote on jobs you shared, with the installer, quote status, price and the key dates.
Reports have no filters: each one covers all your jobs or quotes. Click Generate. You will see “Your report has been queued for generation”. When it is ready, installHUB emails you the report as a CSV file attached to the email. Reports are not added to the Downloads page.
Export a list to CSV or Excel
The lists for jobs, customers, invoices, credit notes, payments, purchase orders and DNO applications have an Export button above the table.
- Set the filters and search first. The export contains only the rows that match, for example jobs filtered by Status.
- Click Export. The dialog shows how many rows match your filters.
- Choose CSV or Excel.
- Under Fields, the columns in your current view are ticked. Tick any others you need. Select all leaves personal details unticked; tick those one at a time, and only if you need them.
- Click the export button at the bottom, for example Export 248 rows.
Up to 2,000 rows download straight away. A bigger file is built in the background so you can keep working; installHUB tells you in your notifications when it is ready, with a link to Downloads. If a file would be too big, you will see Too many rows to export: click Narrow your filters and try again.
The Downloads page
Downloads in the main menu (app.installhub.com/admin/downloads) lists the exports you have made. Each row shows the Table, Format, Rows, Status (Pending, Processing, Ready, Failed or Expired), when it was Requested and when it Expires.
- Click Download on a Ready file to save it.
- Files are kept for 7 days, then deleted and shown as Expired. Export the table again to get a fresh copy.
- Click Delete export to remove a file early.
You only see your own exports.
Submissions
If your company uses Submissions, open it from the main menu. Pending submissions shows a tile per month with how many jobs are ready. Click Generate on a month to build its submission; you will receive an email when it is complete. Each submission then appears in the list with its month, reference and number of jobs, and a download button.
Deleting a submission is permanent, and its jobs go back to “Installation Approved”.
A job’s documents
Open the job and choose the Documents tab. Generated and uploaded documents lists the documents for the job, including those installHUB builds from the job information and form answers. Use the Download icon on a row to save that document, or View to open it.
