Create a new report at any time from the Reports tab by clicking Create new + in the top right corner.
Reports come in three formats:
- PDF: a fully formatted report with statistics, graphs, and an AI-generated summary. PDF reports also support a sensor data overlay, which displays individual sensor measurements per room directly on the report pages for easier visual analysis. For lux sensors, the per-sensor statistics include Lux Hours, the light exposure accumulated across the report period, expressed in klx-h. This is the recommended format for sharing with colleagues or submitting as part of a conservation record.
- Excel: a raw data export for one or more sensors, useful for your own analysis.
- CSV: the same raw data as Excel, in CSV format.
PDF reports include the AI-generated summary feature. Excel and CSV exports contain raw data only.
The report wizard
Create new + opens a five-step wizard: General, Period, Units, Details and Summary. The stepper along the top shows which step you are on, and Back returns to a step you have already filled in.
Step 1: General
Give the report a name. Everything else here is optional. Description is free text, and Template lists any templates you have saved. Leave it on Don't use template to start from scratch.
Step 2: Period
Recurring report controls whether Custodian regenerates the report on a schedule. Leave it on Don't repeat report for a one-off.
Then pick the period: Annual Report, Monthly Report or Custom. Monthly asks for a start month and an end month. Leave End Month alone to report on the start month only. The bar at the bottom of the step confirms the dates you have chosen.
Step 3: Units
Choose the sensors to report on. Each site has a + Add all sensors button, or open a site with the arrow to pick sensors one at a time. The search box finds a sensor by name.
Step 4: Details
Pick PDF, Excel or CSV.
PDF adds a Customization row of optional sections: Weather Data, Comments, Threshold Values and Room Sensor Trends. Under that, Include an AI Generated Summary in your Report is a beta feature, and you can edit the summary after the report is generated. Excel and CSV have no such options because they export raw data.
Step 5: Summary
The last step recaps what you have chosen. Create report generates it and adds it to the Reports list. Create template saves the configuration for reuse without generating a report.
After creating a report
Your report appears in the Reports list with its name, date range, and creation details. From there you can:
- Click View to open a preview
- Click Download to save a copy
- Click Edit to update the report, including editing the AI-generated summary
- Click Delete to remove it permanently
If generation fails, the row offers Retry in place of View, Download and Edit.
Templates
If you create the same type of report repeatedly, save the configuration as a template. Templates appear in the Templates sub-tab and can be reused to generate new reports without reconfiguring from scratch.
Recurring report plans
For reports that need to run on a regular schedule (weekly, monthly, or yearly), set up a recurring report plan. These appear in the Recurring report plans sub-tab and generate automatically at the interval you define.
The user who creates the schedule automatically receives each report by email when it is generated. All reports also remain accessible within Custodian.
Recurring plans are especially useful for institutions that submit regular climate monitoring records to funders, insurers, or conservation bodies.