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      Create Summary Reports

      You can generate and share reports in Conserv Cloud.

      Conserv Cloud offers several types of reports to help you analyze and manage your data effectively. This guide walks you through the steps to create and share different types of reports within Conserv Cloud.

      Create an Analyze View Report

      The Analyze View Report is the most flexible type of report that you can create. It allows you to include various metrics and data points based on your current view in the software.

      1. Sign in to Conserv Cloud.
      2. Select Analyze in the left navigation menu.
      3. Select the time period and the specific metrics that you want to include in your report. For example, you can select data for the last month or focus on specific metrics like relative humidity (RH).
      4. Click Create report.
      5. Select the data that you want to include in the report.
      6. Click CREATE REPORT.
        You are prompted to include specific details, if needed.
      7. After the report is generated, click PDF to download it for sharing.

      Note: Key Performance Indicators (KPIs) appear in the report only if you view data from a single sensor.

      Create a Performance Report

      The Performance Report provides a high-level overview of all of your spaces, including KPIs.

      1. Sign in to Conserv Cloud.
      2. Select Reports in the left navigation menu.
      3. Select Performance Report.
      4. Select the spaces that you want to include in the report and the dates you need.
      5. Click CREATE REPORT.
      6. After the report is generated, click PDF on the bottom left corner of the Report Preview to download it for sharing.

      Create a Facility Report

      The Facility Report is tailored from the American Alliance for Museum’s facility report for lenders. This report is particularly useful for registrars or those managing loaned objects in a museum.

      The Facility Report report requires a full year of data and will not generate otherwise.

      1. Sign in to Conserv Cloud.
      2. Select Reports in the left navigation menu.
      3. Select Facility Report.
      4. Select the data that you want to include in the report.
      5. Click CREATE REPORT.
      6. After the report is generated, click PDF on the bottom left corner of the Report Preview to download it for sharing.

      Share a Link to a Report

      You can share reports with people inside and outside of your organization. Link sharing works only with people who have access to your Conserv Cloud account. If a colleague needs an account, invite them.

      1. Sign in to Conserv Cloud.
      2. Select Analyze in the left navigation menu.
      3. ClickScreen Shot 2020-11-19 at 3.40.27 PM(Share graph).
      4. Copy the link, and share it with your team.