Portal Support

Your one stop shop for portal support and help documentation. 


Getting Started


Access our portal on app.heliolytics.com

Please email support@heliolytics.com for any additional assistance. 


Accessing a Workspace for the first time

To get access to the Heliolytics portal, you must be first invited to a Workspace by a Workspace administrator - a Workspace is what Heliolytics uses to host your company's sites and inspections. Below is a sample invitation email. To gain access to the portal, click the "Accept Workspace Invitation" button.

Clicking on the "Acceptance Workspace Invitation" button will open your browser and take you to the app.heliolytics.com customer portal where you will be prompted to confirm the Workspace invitation.

workspace invite


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If this is the first time you are accessing the Heliolytics portal, you will be prompted to register yourself as a new user by setting a password (your username is the email address the invitation was originally sent to) or by signing in with your company credentials. The options to "Continue with Microsoft" or "Continue with Google" are only available to users whose companies use either Microsoft or Google as their corporate identity provider.



You may then login with your email and password or Microsoft or Google account.

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Finding Your Latest Inspections

The Site Navigation is the first page you are presented when you log into your Workspace. It allows you to easily find and access your sites and their inspections. The interface has multiple filters to help find your sites, including:

  • Map filter - filter sites as you zoom and pan a geographic map
  • Name filter - filters sites based on the full/partial name of the site
  • Size filter - filter sites by their MW DC capacity
  • Inspection year filter - only display sites that were inspected in a particular year

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By default, the list of sites is filtered to only those that have had inspections in the current year. Using the filters, find the site(s) whose inspections you are interested in. In the search results, click on the arrow icon (in the card view) or the inspection date (in the tabular view) to view the site's latest inspection.

Sites tiles - blur with arrow

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Exploring Sites

Sites can be accessed from the Sites Navigation page by either clicking on a site card, or by clicking the hyperlink of the site name, if viewing the sites search results in the tabular view.

On the Site page, key information and the history of the site’s inspections are shown. Any of the site’s inspections (current or past) can be accessed by clicking on the hyperlinked Inspection Date for the inspection.

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Exploring Inspections

Heliolytics offers four service tiers of Inspections. Each Inspection service tier has a different breadth of analysis, as well as different capabilities within the Heliolytics portal. The different types of Inspections are summarized below.

Service Tier Diagnostic String Module Basic Module Advanced
Anomalies Identified
  • Inverter outages
  • Sectional outages
  • String outages and anomalies
  • Sub-sampling of 20% of module-level anomalies
  • Inverter outages
  • Sectional outages
  • String outages and anomalies
  • All anomalies included in String
  • Module and sub-module faults with energy loss affecting >=33% of a module
  • IR anomalies with >= 10°C temperature differential
  • All anomalies included in Module Basic
  • IR anomalies with >=1°C temperature differential
  • Junction box heating, missing modules, acute soiling, PID, major racking shifts, misaligned trackers, systemic shading
Financial and DC Power Loss
Performance Scorecard BoS, Major*, and Minor* Losses BoS Losses BoS and Major Losses BoS, Major, and Minor Losses
Diagnostic Results N/A N/A N/A
Key Observations
Overview of Anomalies
Pivot/Tabular View of Anomaly Data
Interactive Map of Anomalies
Spreadsheet of Anomalies
Schematic of Anomaly Locations
Inspection Report
Overview Image of Site  


Reviewing the Inspection findings

Findings provides a high-level overview of the issues that Heliolytics uncovered on the site and is the first place to start your review of the inspection. Using the Inspection findings you can:
  • Review the DC Losses at Site to determine the overall impact of anomalies on the site in kW and dollar losses.
  • Use the Performance Scorecard to understand which aspects of the site are performing well and which aspects are performing poorly, relative to the industry.
  • Become aware of important issues such as safety issues and overgrowth of vegetation that Heliolytics analysts provide as Key Observations.
  • Get, at-a-glance, the variety and impact of the anomalies using the Sankey chart within the Overview of Anomalies.
  • Click on the information icon within each section to get detailed explanations of how to interpret the results within the Inspection findings.



Analyzing Anomaly Data

Anomaly Data provides Pivot and Tabular Views of all the anomalies found in the inspection. These views can help you better understand issues on the site by quickly identifying anomaly patterns, plan which areas of the site to fix first based on severity of impact, and get all the details of impacted modules to support efficient creation of work orders.

Pivot View

Using the Pivot View, you can group anomaly attributes and view the resulting impacts of those groupings in terms of the number or percentage of modules impacted or by the amount or percentage of power loss. The following capabilities are available in the Pivot View:

Pre-Defined Views

Pre-defined Views are combinations of row and column groupings and filters that provide convenient ways to analyze anomaly data. The following pre-defined views are available:

  • Remediation Recommended – Summary of priority 1 (i.e. highest priority) anomalies broken down by a combination of Subsystem, IR Signal, and RGB Signal.
  • Monitor and Remediate – Summary of priority 2 (i.e. medium priority) anomalies broken down by a combination of Subsystem, IR Signal, and RGB Signal.
  • Long-term Monitoring – Summary of priority 3 (i.e. low priority) anomalies broken down by a combination of Subsystem, IR Signal, and RGB Signal.
  • Remediation by Subsystem – Breakdown of anomalies by a combination Subsystem and Remediation Category.
  • Anomaly Summary – Breakdown of anomalies by Remediation Category.

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Drag and drop grouping

Row and column groupings of data can be added by dragging available fields from the top row of pivot table to the row groupings on the left or to the column groupings just below the list of available fields. Multiple row and column groupings may be added. To adjust the level of grouping of a field relative to other fields, simply drag the field above or below other fields as needed. To remove a field from the row or column grouping, drag the field back to the top row of available fields.


You can filter the anomaly data by any field in the pivot by selecting the down-arrow next to the field name and selecting only the field values that you want to use in the Pivot View. Filters defined in the Pivot View are carried over when switching to the Tabular View.

Aggregation settings

The Pivot View provides four options for aggregation which be accessed just above the pivot table:

  • Percentage of modules impacted (relative to the total number of modules on the site)
    Sum of modules impacted (relative to the total number of modules on the site)
  • Percentage of power loss
  • Sum of power loss (in kW)
Heat map

The Heat Map button located to the top right of the pivot table provides a visual way of identifying the largest aggregations within the pivot table. The more intense the color of the heat map, the higher the value.

Download CSV

Any Pivot View can be downloaded to a comma separated value (CSV) spreadsheet. The Download CSV button can be accessed from the top right of the pivot table.

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Tabular View

  • The Tabular View provides a detailed list of modules impacted by anomalies. The following information is provided per module:
  • Stack ID: Identifier associated with a Stack – a group of geographically co-located modules.
  • Position ID: The Heliolytics coordinate system used to help field service technician find the location of the module.
  • IR Signal: The thermal pattern observed on the module.
  • RGB Signal: The visual pattern observed on the module.
  • Subsystem: The logical grouping of anomalies that describes what aspect of DC health of the site is impacted.
  • Remediation Category: Prioritized category of remediation that is recommended for the anomaly.
  • Energy Loss Weight: The fraction of module’s power output (expressed as a decimal from 0 to 1) that is lost due to the anomaly.
  • Longitude: The longitude associated with the module’s geographic location
  • Latitude: The latitude associated with the module’s geographic location
  • Combiner ID: The combiner that the module is connected to – this field is only present for sites with combiner-level nomenclature encoding.
  • Inverter ID: The inverter that the module is connected to – this field is only present for sites with inverter-level nomenclature encoding.
  • Power Loss: The peak power loss (in kW) calculated for the module due the anomaly.

The table can be sorted and filtered by the fields above. Any filters applied in the Pivot View are automatically carried over to the Tabular View. The list of modules can be downloaded to a comma separated value (CSV) spreadsheet.


Tabular view



Finding the location of anomalies

The Map of Anomalies is an interactive map that shows the site with a digital representation of all modules and anomalies found during the analysis. It provides coarse to fine grain locations of anomalies. When the map is zoomed out, a high-level distribution of anomalies will show as a heat map. The heat map conveys the density of the anomalies at different portions of the site. As you zoom, the heat map will seamlessly shift to a more granular module-level view of anomalies, where anomalies are colored according to their type. The following capabilities are available in the Pivot View:

map of anomailes



The layer icon in the bottom left of the map provides the following options for selecting boundary outlines to show on the map:

  • Site Outline:  Show the outline of the site on the geographic map.
  • Stacks:  Show the outlines of stacks and their identifiers on the geographic map – stacks are groups of geographically co-located modules.
  • Inverters:  Show outlines around groups of modules connected to the same inverter – only available if inverter, combiner, string, or module nomenclature encoding was performed for the site.
  • Combiners:  Show outlines around groups of modules connected to the same combiner – only available if combiner, string, or module nomenclature encoding was performed for the site.

map of anomalies 2




By default, all anomalies are shown on the geographic map. The filter panel to the right of the map provides a way of quickly filtering the map to specific anomalies based on the following properties: Remediation Category, IR Signal, and RGB Signal.

You will notice that as you select more filters within the same property, the number of anomalies on the map increases; however, if you select a filter within a different property, you will likely see the number of anomalies decrease. This is the result of the filter finding modules with anomalies that have both properties. For example, selecting “Module Anomaly” and “Hot Spot” within the IR Signal property will show both types of anomalies on the map. However, if you also select “Remediation Recommended” with the Remediation Category property, then you will only see modules with module anomalies and hot spots that Heliolytics recommends being repaired or replaced.

Clearing all filters will once again show you all the anomalies on the site.



The Map of Anomalies can color modules according to either their IR Signal (i.e. thermal signature observed on the module) or their RGB Signal (i.e. visual signature observed on the module). The colour switcher is available at the bottom of the filter panel.


Module Dialog 

Details of anomalies impacting a specific module can be viewed by clicking on a module with an anomaly. When a module is clicked, a dialog describing all the anomalies in detail (along with IR and RGB images of the anomalies) is shown. An anomaly image can be viewed at a higher resolution by clicking it. 

Downloading Inspection Files

Within the files section of the portal, you will find all the files produced as part of the service tier for the inspection. You will also find files for any add-on services here as well. In general, you will find a pdf version of your inspection, an excel spreadsheet with summarized views and lists of anomalies found during inspections, a pdf version of a site schematic showing you the locations of the anomalies, and an aerial overview image of the site. These files are downloadable, but users cannot delete them from the platform.



Diagnostic Reports


Overview of diagnostic reports

A Diagnostic Inspection provides a high-level overview of the condition of the site, enabling you to make an educated decision on whether to upgrade the Diagnostic to a String-level, Module Basic or Module Advanced Inspection (for more information on the different service tiers of inspections, visit Exploring Inspections).

HubSpot Video


Request and upgrade to a diagnostic report

To upgrade a Diagnostic Inspections, open the inspection and navigate to the Inspection Upgrade Options. There you will see a list of upgrade options available, the cost for the upgrade, the currency of the upgrade pricing, as well as which option may have been recommended by Heliolytics. In addition, a breakdown of estimated recoverable energy savings by Balance of System (BoS), Major, and Minor anomaly categories is provided for each upgrade option.

If you click on the Upgrade button for one of the options, you will be prompted to confirm your contact details and a Heliolytics representative will reach out to you within 3 business days to confirm receipt of your upgrade request.

All recipients of Heliolytics' report notifications email list will receive an email confirming when the upgrade is complete, and the upgraded inspection will appear in the portal instead of the Diagnostic Inspection. 

HubSpot Video


Managing Users

Workspace administrators (users with the “Manage Users” permission) can manage which users have access to your workspace. To manage users, click on the “Users” menu in the left panel of your workspace.

Inviting Users to your Workspace


  • Only assign the Manage Users permission to trusted administrators as they will be able add or remove other users, including other administrators.
  • All workspace users can access all your organization’s sites and inspections; it is important to ensure you only invite people within your own organization to your workspace.

To invite new users to your workspace, click on the Invite User icon at the top of the page. This action will prompt you with a dialog to specify the email address of the user that you intend to invite. Indicate if they will be a Workspace administrator by selecting the “Manage Users'' option and click the invite button. An invitation email will be sent from Heliolytics noreply@heliolytics.com to the invited user. Once they accept the invitation they will have access to the workspace on their next login.

manage users


Reviewing, Revoking and Re-issuing Invitations

New invitations will automatically appear in the Invitations section within the user management section of the workspace. The Invitations section shows any pending or expired invitations. Invitations are valid for up to 7 days. If an expired invitation needs to be re-issued, click the Re-invite button next to the invitation. If you wish to revoke the invitation, click the Remove button next to the invitation.

Users that no longer require access to your workspace can be removed simply by clicking on the Remove button next to their record in the Users table.




Release Notes

For a comprehensive list of release notes and known issues, please visit www.heliolytics.com/portal-release-notes  

Known Issues