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.
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: covers a single month; select a start month and the end date is set automatically
- Custom: choose any start and end date
The selected period is shown as a preview at the bottom of the form.
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: toggle any of the following to include them in your report:
- Weather Data
- Comments
- Threshold Values
- Overlay Sensor Measurements
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.
Step 5: Summary
Review all your selections before generating the report. 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.