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Create Summary Reports

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.

Table of Contents

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. Reports are a paid feature available only for Pro, Complete and Enterprise customers.

Important

Analytics reports are created in the background of the running application and will be emailed to you from noreply@conserv.io within a few minutes of the request.

Check your spam folder if you do not receive your report and whitelist this email address to ensure future reports are delivered to your inbox.

  1. Sign in to Conserv Cloud.
  2. In the left navigation menu, select Analyze OR Click the bar graph icon on any sensor card in the dashboard
  3. Select your sensors from the sensor list.
  4. Choose the date range for your report.
  5. Select which data types to include (temperature, relative humidity, dew point, illuminance, UV).
  6. Configure display options with the CUSTOMIZE menu on the top right:
    1. Scale Settings: Choose between auto scale or set custom ranges for each data type.
    2. Additional Features: Turn on optional display elements:
      • Observations: Include a summary of observations
      • Line Style (Show Dots): Display individual data points
      • Preservation Metrics: Add key performance indicators (paid feature)
      • Data Summary: Include summary statistics (paid feature)
      • Fluctuation Chart: Include 24h fluctuation graph (paid feature)

7. Click CREATE REPORT on the top right.

8. Enter a descriptive name for your report.
The system will generate your PDF report with all selected data and display options and email it to your user email in a few minutes.

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.

Access to Pro Features Without Conserv Sensors

Some features in Analytics are only available for Conserv Customers. If you cannot purchase hardware subscriptions or wish to continue using your own data loggers, contact the Conserv Sales Team to purchase a software-only solution (Conserv Pro).

Support

Reach out to the Conserv Support Team if you run into any issues or have questions about Reports. Conserv responds to all initial inquiries before the end of the next business day.

If you have not heard back in more than 2 US business days, please check your spam and junk folders.

Please whitelist support@conserv.io for a smooth support experience.