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How to View Savings History

Why This Matters

Getting this feature set up correctly saves you time and reduces errors in your daily workflow. Let's walk through it step by step so you can get back to running your business.

The Savings History button lets you review previous savings analyses created for a proposal. You can open each record to view a detailed savings snapshot, including before-solar costs, solar costs, after-solar costs, net savings, and import/export details. Follow the steps below to view the savings history.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the proposal page, scroll down to the "Financing" section and click "Savings History."

Step 2

The Analysis History list will appear. To review a specific record, click the "View" icon. Note: The Savings Analysis Snapshot shows detailed savings information, including the savings summary, yearly cost breakdown, net savings, and import/export values.

Additional Screenshots

These additional screenshots show the complete workflow:

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem

Solution

I don't see this option

Make sure you have Admin access. Some features require specific permissions.

Changes aren't saving

Try refreshing your browser and make sure you clicked Save before navigating away.

Something looks different from the screenshots

SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.


Last updated: 2026-07-23 · Source: How to View Savings History

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