Manage Analytics Data
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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.

      Conserv Cloud currently provides two versions of Analytics for creating custom reports with different interface options and capabilities.

      Note: Analytics v.2 Reports are a Pro Feature only.

      You can swap back and forth from Analytics v.1 and v.2 using the GO BACK TO PREVIOUS VERSION / TRY OUT THE NEW ANALYTICS! button on the bottom left of the screen.

      Create a Report in Analytics v.1

      1. Sign in to Conserv Cloud.
      2. Select Analyze in the left navigation menu. 
      3. Configure your view:
      4. Select your sensors from the sensor list
        1. Choose your date range
        2. Select which data types to display (temperature, relative humidity, illuminance, etc.)
        3. Configure any additional display options (observations, dots, KPIs, etc.)
      5. Click the Create report icon
      7. Select the data that you want to include in the report.
      8. Click CREATE REPORT.
        You are prompted to include specific details, if needed.
      9. After the report is generated, click PDF to download it for sharing.

      Notes

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

      You cannot currently print a graph in landscape format. If you want to see a particular feature, request it in the Ideas Portal and the Conserv Community.

       

      Display Temperature and Relative Humidity on the Same Report in Analytics v.1

      You can display both temperature and RH (and optionally dewpoint) on the same graph.

      1. Sign in to Conserv Cloud.
      2. In the left navigation menu, select Analyze.
      3. In the Graph Type menu, select Compare Readings.
      4. In the Reading menu, select both Temperature and Relative Humidity (and Dewpoint if applicable).
      5. Click Create report at the top of the page.image-png-Jun-24-2024-07-53-11-3990-PM

        Important

        When generating reports in Conserv Cloud Analytics v.1, the graph that appears in your report mirrors exactly what you see in the current view. Therefore, any changes you want to make—such as time aggregations, date ranges, or Y-axis scales—must be made before you create the report.

        Share a Link to a View in Analytics v.1

        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.

        Create a Report in Analytics v.2

        Analytics V2 provides an updated interface for creating reports with enhanced visualization options.

        Important

        Analytics v.2 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 DISPLAY 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
            • Show Dots: Display individual data points
            • KPIs: Add key performance indicators
            • Data Summary: Include summary statistics (Pro 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

        Some features in Analytics v.2 are only available for Conserv Customers. If you cannot purchase hardware subscriptions, contact the Conserv Sales Team to talk about a software-only solution that fits your needs.

        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 business days, please check your spam and junk folders.

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