Creating and managing reports

To create a new report, click Create new + in the top right of the Reports page. A five-step wizard will open.

Step 1: General

Enter a Report name (required) and an optional Description.

If you have saved templates from previous reports, select one from the Template dropdown to pre-fill the settings from that template. Choose "Don't use template" to start from scratch.

Click Next to continue.

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Step 2: Period

Set the time range your report will cover.

Use the Recurring report dropdown if you want this report to regenerate automatically on a schedule. Otherwise, leave it set to "Don't repeat report."

Under Specify report period, choose one of:

• Annual Report: covers a full calendar year
• Monthly Report: choose a Start Month, and an End Month if the report should run across several months. Leave End Month empty for a single month
• Custom: choose any start and end date

The selected period is spelled out at the bottom of the form, for example Selected period is 1 September 2026 - 30 September 2026.

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Step 3: Units

Select the sensors to include in the report. Sensors are grouped by site. Use + Add all sensors to include every sensor in a site at once, or expand a site to add individual sensors. Use the search field to find a sensor by name.

Step 4: Details

Choose your report format and content.

Report type: select PDF, Excel, or CSV.

Customisation: appears once you choose PDF. Toggle any of the following to include them in your report:

• Weather Data
• Comments
• Threshold Values
• Room Sensor Trends

For lux sensors, PDF reports also include Lux Hours, the light exposure accumulated across the report period, shown in klx-h beside the sensor's lux span in its statistics panel.

Check Include an AI Generated Summary in your Report to add an automatically generated analysis. You can edit this summary after the report is created.

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Step 5: Summary

Review all your selections before generating the report. Each one gets a row: Report name, Description, Report type, Period, Sensors and Customisation. The pencil beside a row takes you back to that step.

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Two buttons are available:

• Create template: saves these settings as a reusable template for future reports
• Create report: generates the report immediately

After clicking Create report, a confirmation screen will appear letting you know the report is being generated. It may take a couple of minutes to appear in your list. You can close the window and return to the Reports tab at any time.