How do I share reports with people inside and outside my organization?

Environmental data tells a story about your collection that you often need to share with a range of stakeholders. We have two great options.

As of June 2020 we've launched a new analytics experience based on hundreds of pieces of feedback from the collections community. https://app.conserv.io/analytics

Link Sharing

It's pretty common that you're looking at a graph and you notice something worth sharing with facilities or a collections colleague. The link sharing experience allows to create a shareable url that you can email to a colleague. When they receive and click on the link, they'll be taken to the exact same graph that you shared.

 Screen Shot 2020-11-19 at 3.40.27 PM

^^ This is the share a link button. Look to the top left of the new graph experience and find the sharing button. Click on it and you're ready to go.

Link sharing only works with people that have access to your Conserv account. If a colleague needs an account, you can invite them here - https://app.conserv.io/settings.

Create A PDF Report

A PDF is a great way to share data with all kinds of users. Through Conserv's Report Generator, you have the option to customize what you want to see on your report.

Data Summary. Shows the sensors, readings, and time ranges present in the data.

Graph. A visual summary of the data - basically whatever graph you were looking at when you clicked on the Report button.

KPIs. Any Key Performance Indicators related to the sensor, space, or location you're viewing on the graph.

Observations. Any observations that correspond to the sensor, reading types and dates on the graph.

Screen Shot 2020-11-19 at 3.40.07 PM

^^ This is the "Create a Report" button. Look to the top left of the new graph experience and find the PDF button. Click on it and you're ready to go.

*New* Reports Page

As of November 2020, we've added a page devoted only to creating different reports. You can access this page by clicking the new Reports icon in your left navigation panel, which looks like this:

Screen Shot 2020-11-19 at 3.44.17 PM

Here you can find a Performance Report that can generate numbers and KPIs for all of your spaces across a specified period of time.

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As of December 2020, we've also added a Facilities Report which follows along with AAM guidelines to help streamline making and taking loans. When you select this report, we will do all of your calculations for you, which you can then insert directly in the AAM Facility Report.

 

 

You can provide product feedback directly to the Conserv team. Whether it's an improvement on an existing feature or a suggestion for a totally new feature, we want to hear from you. https://portal.productboard.com/conserv/1-product-portal/tabs/2-ideas