Getting the Most Out of the New Conserv Analytics Conserv

Okay, welcome everyone.

Uh we're just uh just going to let uh everyone kind of flow in here um whether it's morning or afternoon uh for you.

Hope you've been having a good day and we're excited to talk a little bit about today.

Um, whilst we uh wait for everyone to filter in here, uh just a couple of housekeeping things. Uh we have a a chat

housekeeping things. Uh we have a a chat function. Um so, uh feel free to uh post

function. Um so, uh feel free to uh post in there. Um if you want to say where

in there. Um if you want to say where you're calling in from, that's great.

Um, and then, uh, there's also a Q&A function as well. That's the little box with the question mark in it. Uh, we're

going to have time for Q&A after, uh, we've run through our kind of presentation. Uh, but feel free to post

presentation. Uh, but feel free to post questions uh, as they come up um, at any time and we'll be able to sort of, uh, collect them and and and, uh, then

answer those questions towards the end of the session as well.

Looks like it is morning and afternoon for people.

Yeah, we've got a good good swath of people from all over. That's great.

If anyone wants to, our uh our usual kind of uh conserve icebreaker question is um if you were a kind of pastor, what

pastor would you be? Um, I've never kind of figured out what my my answer to this question is, but uh, some it it resonates with some people and some people like, what are you talking about?

But if you feel like you're a particular kind of pasta, you can also post that in as well.

Um, and that's for the American translation, that's pasta.

Sorry, that's fine.

An egg noodle. I love that.

It's the funniest part is the rationale why you pick that.

Yeah. Yeah.

Um shall we?

Yeah. I think I think uh let's get this this party started. So um uh yeah, thank you everyone for joining us. Um just

couple of brief intros. So I'm Dave. I'm

the the CEO of Conserve. Uh as some of you know my my background is in uh product development and analytics. So

we're actually talking about a topic that is uh near and dear to my heart and um I'm joined uh by Melissa and uh Ma, do you want to give a brief intro as well?

Yeah. Hi everyone. My name is Melissa King. I am the VP of customer experience

King. I am the VP of customer experience at Conserve. Um but I'm also a

at Conserve. Um but I'm also a conservator specializing in preventive conservation. And my role at Conserve

conservation. And my role at Conserve has um largely been on the customer uh support uh success and uh product development side of things.

Okay.

Excellent. Um so just a brief kind of agenda for what we'll uh cover today. Um

so um first off uh we actually want to talk a little bit about our product development process and kind of how we came to this design and approach for

analytics. Uh we we talk often in

analytics. Uh we we talk often in passing about the fact that we really value feedback from our community um how

we design um with input from uh the folks that use conserve and and from you all. Um, but we don't often talk about

all. Um, but we don't often talk about much about the specifics and what we what we mean when we say that. And so we felt like this was a good opportunity to show you the actual process we went

through and and how we came to the decisions uh that we came to with this new version of analytics. So uh we'll we'll do a little bit of inside baseball

on on that. Um and then Melissa is going to walk through the new analytics, some of the new functionality.

um how to think about different things uh and then maybe some of like the features that you might not immediately see uh that we feel like a really uh powerful

um and then finally uh we'll have that time for Q&A uh with the rest of the time that we have. Uh so once again feel free to throw questions in as as they

come up for you and then we'll uh we'll tackle them at the end.

Uh so so first off um you know why did we design a new version of analytics?

You all will have seen we've had this kind of tab at the bottom of the screen to switch back and forth for a while now. Um there's really three reasons. Um

now. Um there's really three reasons. Um

the first reason uh is functional. Um,

we wanted to um enable some capabilities that were just really hard to build based on how the old version of

analytics uh was designed. Uh we had some really common requests like the ability to graph multiple sensors and environmental parameters at one time and

that was just hard to do with how the old analytics was architected. Uh the

second was sort of non-functional reasons which is really around reliability and performance. Uh after

multiple years of iterating and developing the analytics experience um you know one of the things that happens over time with products is they kind of become a little bit bloated and um and

the system just wasn't quite as performant as we wanted it to be. Um and

so that also prompted us to um to sort of redesign the experience to make it uh leaner and meaner if you will. Uh and

then we also wanted to look ahead to the future and um you know rebuilding the experience based on everything that we have learned over multiple years is

ultimately going to enable us to add new functionality more quickly. Uh, and so we're really excited not just about what we're talking about today, but about some of the things that we have in the

pipeline. And you'll start to see new

pipeline. And you'll start to see new things cropping up at a much faster pace now that we have this kind of foundation in place.

Um, so yeah, now I'll talk a little bit about um the process that we we used.

And so um, as with a lot of the things that we do, we kind of had an iterative process that went through multiple rounds of feedback. Um the first thing

is that uh we are always capturing feedback on an ongoing basis. So whether

you're submitting a support ticket uh to our support team um and and there's something uh in you know your question that um prompts us to say like well actually we could maybe make the

experience a little bit better in terms of design. We capture all those things.

of design. We capture all those things.

Um, and then, you know, if people uh bring up um ideas on calls and so on, we're always capturing all of those things. And and what what that allows us

things. And and what what that allows us to do is answer the question of like what should we be paying attention to?

Um, and you know, what questions should we be asking about, you know, how we can deliver a better experience.

Um, and then after we've uh done that ongoing feedback, uh, in this particular case, we formed what we call a working group. And so, uh, this is a group of,

group. And so, uh, this is a group of, um, folks that use Conserve, customers of ours, um, and we worked really deeply with that group on a couple of things.

The first thing, uh, we had each member of that working group do was what we call a friction audit. So, basically

recording their screen as they used Conserve um, and just had them talk aloud about anything that wasn't kind of perfect, you know, little frustrations with the experience and that sort of

thing.

uh that gave us a really good foundation to uh sort of see like okay where is the the experience not working. Uh another

thing we did was was called a card sort exercise and this is where we took all of the different terminology that is on

that screen you know everything from uh show dots uh to levels to um temperature and humidity. Um, and we had um,

and humidity. Um, and we had um, everyone group those terms together in a way that made sense to them. Um, and we

used that to inform how we deci decided where different things were placed on the screen. And so, uh, those of you

the screen. And so, uh, those of you that have used the old version of the analytics um, page and the new will notice that some of the things have moved around on the screen and that was

based on these card sorting exercises.

Um, and then finally, we just had everyone rank uh the different um features and like what's most important and that helped us prioritize uh what we

focused on as well.

Uh then we released a a version of the product and this is where we uh created these kind of two versions of the experience. Um and that allowed us to

experience. Um and that allowed us to see like what um uh what people liked and didn't like when comparing the two experiences. And again, those of you

experiences. And again, those of you that have uh tried both will know that in the earliest version of this, there were lots of features that were in the

old version that we hadn't uh moved over to the new uh version. And um and that was because we wanted to get something out early so that we could iterate on it. Um and and really see how people

it. Um and and really see how people used the ex the analytics experience in the real world. Uh so this kind of helped us answer the questions of like

what are the gaps? um how do people actually use this um piece of software not just in theory but in practice.

Uh and then finally as we got into the sort of the endgame of at least this version of analytics we had what we called rapid feedback sessions. So over

the course of two days um we uh spoke with uh I think it was almost 20 uh different people who signed up for a session uh with with me and one of our

engineers Brian and um we talked through maybe use cases they ways they use uh can serve that we hadn't uh really considered in the new design. um we

found areas where maybe the user experience was not as intuitive as we wanted it to be. Um and this kind of really helped us answer the question of like what have we overlooked uh you know

and what kind of polish can we put on the experience to make it really good uh before before bringing it live. Um and

um you know this we've I've kind of put this as a linear process. This really is a circle. So um you know this is the uh

a circle. So um you know this is the uh the end of the beginning for this new version of uh analytics and we're obviously going to keep iterating on it but this got us to the point where we

are now where we you know we've released this new version um and um you know we're excited to to show it to you. So

um if you have any questions about this I know this is you know you know we're really here to see the actual functionality but would love to answer any questions you have about our process. Um but uh with that said, I

process. Um but uh with that said, I will hand it over to Melissa uh to actually walk you through uh what we've uh what we've built here.

Yeah, thank you Dave. And also just to add uh this process is not finished either. So we're we're showing you

either. So we're we're showing you something that we're really excited about that has uh incorporated feedback from all these conversations and working groups, but uh we expect that there's

still going to be more feedback. So

please continue to raise your hand, open a support ticket, even you know let us know how we can make this better because uh we really really value uh direct

feedback from you all. So uh I just wanted to because I know there's going to be some people on this call that might be new to conserve. So I do want to just give like a little bit of background of some important things you

might want to set up in the beginning before you jump into the analytics. So

this could be review for some of you. Um

I do want to point out the account hierarchy. So um as the arrow suggests,

hierarchy. So um as the arrow suggests, if you select sensors and you go to hierarchy, you'll see that we have this uh setup here that gives you a sense of

where your sensors and spaces are. Um

we have uh this concept of a location um which is the one that is indented farthest to the left uh and that is your building um your your building proper.

And then you can have spaces within those buildings. Um, and then within

those buildings. Um, and then within those spaces, you can have sensors. So

that's kind of the basic setup for that.

And you can go and edit that um, and drag and drop and kind of get the hierarchy that you would like before you really are are digging deep into the analytics because that will be helpful when you're selecting your data. Um,

another um, in the background thing that I want you to be aware of is this concept of levels.

Um, so if you click setup on the left and you select this tab on the top that says levels, this is where you can see your levels that you've set up for your spaces, your unique levels that you've

set up. Um, these are essentially envir

set up. Um, these are essentially envir environmental parameters. These are

environmental parameters. These are goalposts for where you would like the temperature, humidity, light levels, and number of light hours per day to be. Um,

and so you can go in and you can select these and um, edit them and you can make new ones. And as you can see here on

new ones. And as you can see here on this example, there is a summer and a winter level. So you can drag your

winter level. So you can drag your spaces into a winter level when um, you know, I'm in New England and it's very dry because we heat the air um, uh, over the winter. So there is a distinct

the winter. So there is a distinct winter level here versus in the summer when we're getting a lot more rain. So,

um it can be a little bit more environmentally sustainable to be thinking about levels in that regard because um not every building can maintain that perfect set point. Uh it's

just it's just really unrealistic.

Um levels get translated into the analytics. I want to point this out just

analytics. I want to point this out just because it feels a little pie in the sky. You're not totally understanding

sky. You're not totally understanding what these levels mean um until you jump into the analytics. And this is just a quick uh preview of what that is. So um

the green and the blue band on the screen are the levels um superimposed over the graph. So you can see where your temperature and humidity lives

within that um level. And then the the circles at the top, these are the key performance indicators. They tell you

performance indicators. They tell you what percentage of time you're staying within those levels. So we actually look at every reading through the time period that you're looking at and we calculate

if anything is outside of that level that contributes to um the percentage um that we display in the KPI.

All right. So um now I want to give you a little bit of an orientation of the new dashboard. There's a lot of new uh

new dashboard. There's a lot of new uh there's all these circles and different pages and there's a lot going on here.

So, I just want to give you kind of a a 10,000 foot view of what's going on. Um,

there are three major areas that I want you to be aware of when we're looking at the analytics. The first one is this

the analytics. The first one is this section on the left. Um, this is the data selection area. This is where you decide what data you want to look at.

Um, so if you want to look at like the temperature, maybe you want to pull up your light data, maybe there's like, you know, there's specific time period, which sensors you want to look, that's where that happens in that, um, section

of the analytics.

This section over here, uh, is the customize level. Really, really want to

customize level. Really, really want to highlight this. We have heard that this

highlight this. We have heard that this sometimes gets hidden, but it is.

There's a lot to unpack in this customize feature over here. So, if you click on that, um, this is where you will see how you can customize the graph and what you're viewing and how to view

the data. So, um, and we'll go over this

the data. So, um, and we'll go over this all in a second when I pull up the analytics, but just so you know, this is where you can like control the the uh

range that you want, the the layout for, you know, for the you want 0 to 100 for your temperature or um, if you want to include certain graphs or not. This is

where you control all of that.

And then finally the last view I want to point out this is the visualizations which is where you actually do your analysis and there are some lot there are a lot of features in here we where we can collapse things and make things

bigger and really do where you want to do your actual work. So those are the three areas and that leads me to open

the cloud. So I am in analytics right

the cloud. So I am in analytics right now and as as you mentioned feel free to to type in and Dave if somebody has a question in real time um I'm happy to to

jump in and answer that but um we we will also have time at the end of this call to answer your specific questions and I'll keep I'll keep the screen open so we can walk through it. Um so let's

see. So right now it's it's asking me to

see. So right now it's it's asking me to select a sensor in reading. I don't

technically have data pulled up in the analytics view. So I do need to go in

analytics view. So I do need to go in here and select the data that I want to see. So you can click here and this will

see. So you can click here and this will open the hierarchy that I showed you earlier. And let's say I'm very

earlier. And let's say I'm very interested in understanding the data that's going on in this yellow bedroom.

And I will preface this by saying that this account that I'm looking at is sensors reporting from my own home. Um

so I am pretty aware of what's going on in here. But uh this yellow bedroom is

in here. But uh this yellow bedroom is actually uh my baby's bedroom. So I am monitoring her room. Um, but you can click here. If there's multiple sensors

click here. If there's multiple sensors in the space, you can select one here or if you click this, it will select both of them. You can also, if you, you know,

of them. You can also, if you, you know, if you have a lot of sensors, this can be a lot of clicking. Um, you can also, you know, or scrolling, if you can't find the specific space that you're

looking for, you can go in here and you can type um the space that you're looking for and you can then click that way.

Um, so I have the the the bedroom pulled up and I'm looking at the temperature and relative humidity and right away I am seeing some pretty massive uh

relative humidity spikes which is a little alarming. Um, so I will look into

little alarming. Um, so I will look into that. Um, but down here you can see here

that. Um, but down here you can see here you can also select the dates that you want to look at. So, right now, um, I have it set on the last seven days, but look, I don't I want I'm kind of curious

how long these spikes have been going on. So, I might choose, you know, maybe

on. So, I might choose, you know, maybe I'll look at the previous week, and you can see, oh, this has been something that's consistently happening with some,

you know, some somewhat similar regularity. Um, and I, uh, I will also

regularity. Um, and I, uh, I will also point out here that, um, we have this ability to set your default. So there's

a star here. This means that if you typically like to look at your data in, you know, if you like to pull up the last week, um you can have that set up.

So anytime you come into the analytics, that's what will be default um view for you. So you don't have to always select

you. So you don't have to always select the the day, the time period that you're looking at. Uh and you can always change

looking at. Uh and you can always change that if you change Oops, it jumped out for some reason. I think I hit back on my computer.

So I'll get the yellow bedroom open. And

then I was looking at the the previous week.

Uh so that's the data selection. I have

everything pulled up at this point. Uh

and you can uh scroll over here. We have

this nice crossbar. So you can see exactly what the the relative humidity measurement is on the right. What this

little says here and what this says over here is the temperature reading. Um,

I'll also point out that we have now collapsed all of the different analysis into one graph. So if it's, you know, if you are interested in looking at your illuminance data at the same time, it

will show up all in the same graph. Uh,

so there's not as much scrolling if you've experienced that in our last version of the analytics.

All right. So, um, now I want to customize this graph a little bit more.

I I mentioned this before. Um you can pull up in this customize menu here and I'll just go through a few of these. Um

we have this ability to show dots. Um

this is what will show this will visualize the actual readings that we have from the data. So whether that's an imported data or a conserved sensor,

these little dots will show up on the screen. uh you can click and drag in uh

screen. uh you can click and drag in uh drag and that will zoom into the data and you can see and you can hover over this was a time that the sensor actually took a reading and you can see here I

have some gaps and maybe that has to do with like a connectivity issue um but this is a way to to see how you're doing in terms of data collection and uh

identifying particular readings so I'm going to turn that off uh they have the ability to show levels so right now it's on hover um and this is what I showed I

was talking about before with the levels. Um, so on hover means if I hover

levels. Um, so on hover means if I hover over a certain uh data set or variable, it will show me the level associated with that. But you can decide if you

with that. But you can decide if you want to keep that as, you know, I don't ever want to look at my levels or maybe I always want them on. Um, this is my preference personally.

It's a nice way to quickly assess how well you're staying within your levels and if maybe maybe your levels are a little unrealistic, too. So this can be a really useful tool to jump back in and

see if if this really makes sense for that space. Um this is uh something that

that space. Um this is uh something that migrated over from our older analytics, the ability to aggregate data. We got a lot of feedback that people like to do that. Uh that can be useful if you want

that. Uh that can be useful if you want to uh you know view data in a very distinct period of time. Um maybe you only want to look at an hourly data set. I've

heard some interesting reasons for why people might want to do this uh from a conservation standpoint. I always loved

conservation standpoint. I always loved this example. Um certain objects are not

this example. Um certain objects are not going to experience fluctuation at the same rate as others. So if you have an hourly aggregation that might be more reflective of something that's not going

to respond to the environment as quickly as maybe a piece of vellum that you know that's going to change if you just even breathe near it. It's going to move a little bit. So, and I know there's some

little bit. So, and I know there's some other reasons for using aggregation, but that feature is there. I'm going to turn that off, too.

Um, I'm going to talk about these in a second, but I did want to point out down here, we have the ability to set up your scale. So, I personally like to keep

scale. So, I personally like to keep things pretty consistent, especially if I'm looking at multiple data sets and I'm going to be creating reports and I might compare those reports. Uh I I

personally think it's a good idea to keep the scale consistent because if you do have like a smaller scale in one version and and a larger one, it can make fluctuations seem a lot larger or not large. Um so you're not really

not large. Um so you're not really comparing apples to apples. So it's nice to set these up when you are initially starting. Um and what will happen is

starting. Um and what will happen is once you set these up the way you like it, when you leave and come back, they will stay. Um I some people like to do

will stay. Um I some people like to do autoscale. I know that can be useful.

autoscale. I know that can be useful.

For me, I have a freezer sensor and and sometimes I'm not sure exactly what the temperature is. And so I might choose

temperature is. And so I might choose autoscale to just define the data if it's below the um original um scale that I've set up. But then once I'm there, I might pick a particular scale that's

consistent with how I'm I'm viewing everything else. So that's the layout.

everything else. So that's the layout.

Uh then we have these metrics and I will point out you might recognize this little crown uh that indicates that it is a pro feature. That is something new

that we have uh integrated into the new analytics. We do have some distinct

analytics. We do have some distinct features that are pro and that uh those are available for any of our paying customers. There's some information on

customers. There's some information on how to uh upgrade to pro if you're not um a paying customer. Um but but we do have this pro features uh turned on for

everyone uh for a reverse trial uh from now until the end of May. So this is an exper a chance to experience with the pro features and decide if it's something that you really want to invest

in or not. Um so the pro features here are we can show preservation metrics.

I'm going to click out of here just to show them to you.

Uh so these are the KPIs that I discussed earlier. The key performance

discussed earlier. The key performance indicators. They tell you what

indicators. They tell you what percentage of time you're staying within the levels. Um this is the actual range.

the levels. Um this is the actual range.

And then we also have a fluctuation metric that uh evaluates you know for my fluctuation I said that I wanted to stay with have no fluctuations greater than

4° within 24 hours and uh or three this says three actually. So it's it's saying that that's actually maybe not a reasonable um metric for that space at least in my

home that doesn't have centralized uh air conditioning or or uh environmental control. But that tells you that it was

control. But that tells you that it was only within that range 5% of the time.

Uh and then we also have some preservation preservation metrics that were developed by the image permanence institute. This is the time weighted

institute. This is the time weighted preservation index. Um you can read in

preservation index. Um you can read in the mold risk index. You can read about these if you'd like. There's some

articles that that dig deep into them, but they are useful metrics to identify just at a at a glance if you have a risk for mold or if your preservation

environment is uh is good or if there might be some things you can work on.

But it is it is useful to kind of share with stakeholders or just get a general sense of the space.

Um, also under here we have the ability to show the data summary and this is the minimum, maximum, average, and standard deviation of all of the data that you

have pulled up on the screen. So looking

at this here, we have these big uh RH fluctuations. So um the lowest uh

fluctuations. So um the lowest uh percentage of RH I have in this data set is 24. Um the average is about 42. The

is 24. Um the average is about 42. The

maximum is 80.8. 8. That does seem a little alarming. Um, and then the

little alarming. Um, and then the standard deviation, which is really the distance from the mean to the uh first uh gosh, the word um forgetting the

word. It is a statistical that that

word. It is a statistical that that tells you the distance of your data and how much it's uh dispersed across your data set. Um, and maybe Dave can can

data set. Um, and maybe Dave can can type in the chat what that what that word is I'm looking for. Uh, or somebody else. Um, and so that's those are the

else. Um, and so that's those are the metrics. And then we also have this new

metrics. And then we also have this new feature called the fluctuation chart.

It's somewhat similar to what we had in our old analytics. That one was a bar graph. This is a linear graph, which I

graph. This is a linear graph, which I really appreciate. And essentially,

really appreciate. And essentially, two st uh two um so sorry, I was just reading the chat. So the the 24-hour fluctuations is a linear graph that

shows you the greatest fluctuation that happens in the previous 24 hours. And

this is aligned to the graph above. Um

it's the same uh timeline on the x-axis.

Um and you can see these are big fluctuations. But sometimes when we have

fluctuations. But sometimes when we have a loan requirement that says we don't want any fluctuations above a certain amount in the last 24 hours, it can be

kind of difficult to assess the fluctuation uh the distance between the fluctuation and the time in one uh view on this

graph. So what this does to get a little

graph. So what this does to get a little mathy um is when I'm looking at this particular date at uh I'm as I'm hovering over the graph it is looking at

the data from the previous 24 hours and it's calculating the highest value and the lowest value and the difference of that is what is graphed on the screen

here. So and we have these dotted lines

here. So and we have these dotted lines which are the levels that we set up. So

this dotted line here, this red says that I don't want the the fluctuations in temperature to be above 3° in 24 hours. And I can look here. There were

hours. And I can look here. There were

some instances where we had fluctuations greater than 3°. So that can be a a nice way to quickly assess if you are meeting those parameters or not.

All right. So now to kind of dig back into the analysis a little bit more. I

don't necessarily need to look at all of these metrics and the TW. There's a lot of chart gunk on here and I just really want to dig into the data a little bit.

So I'm going to collapse these if I want. Uh and that will then make this

want. Uh and that will then make this screen a lot bigger which is helpful.

I'll also point out that you can click here and we have this option now to view it in a full screen or download a PNG or a JPEG file. I know a number of people have reached out that say they do

screenshots and put them into their own Microsoft Word document uh to create their own reports. So hopefully this will make that simpler for people um depending on what you need these graphs

for. Um but I'm looking at this data now

for. Um but I'm looking at this data now and I'm trying to understand what's going on with this fluctuation. Why is

it happening? Um I the first thing that I might do would be to look at what the weather is doing outside. So what this

weather function is doing is it's it's taking the location uh address when you're creating your hierarchy at the beginning it asks for your address for your location. It's taking that address

your location. It's taking that address and it's looking for the nearest weather stations and it's graphing the data that we have for uh the exterior weather. So

what the humidity and the temperature was historically during that time. There

does seem to be a pretty strong correlation here with the humidity. Uh

but I'm not totally convinced that's what's going on. Uh this is a pretty drastic jump and there was a there was a pretty big jump in humidity right here and the humidity seems pretty stable. Um

and same with the humidity going up on these dates and my humidity was pretty stable at that time. So, I'm not totally convinced this is related to the outdoor humidity. Um, one other feature that's

humidity. Um, one other feature that's new that I'm very excited about, this is also a pro feature, is precipitation levels. Uh, we have historic data of

levels. Uh, we have historic data of when it's rained in your area. And you

can now visualize that on the graph as well. So, you can see here, um, if I

well. So, you can see here, um, if I hover over this graph, it will say that there was 02 in on that day. Uh I will also point out you can change the metrics if you don't like uh inches. We

have it in your personal settings. I can

talk about that at the end if that's if that's helpful for people. But um I can see it rained a little bit on this day.

It rained quite a bit on that date. That

makes sense why the humidity outside is also spiking at that time. Um but there are also still some times where the humidity is spiking and there's no rain

and it it's it's not I'm not totally convinced that's what's going on here.

So, let me turn that off.

And something I might do at this point in time is to look at what's going on in a different space that's nearby. Do they

have the same are they are they experiencing the same thing? Uh, so I do have another sensor that's in the room next door. And I I don't need to be

next door. And I I don't need to be looking at the temperature data. I'm

really just kind of focusing on the humidity. I can turn that off here. Um,

humidity. I can turn that off here. Um,

we also have this ability to just quickly uncheck some of these things down here. They're still technically

down here. They're still technically selected over here. Uh, but just for a quick analysis, you can turn the data on and off directly in the graph here. So,

now that I'm looking at this, this is becoming a little bit more obvious that something is going on in this space that's distinct to the Dupoint temperature or absolute humidity in that

space. just because the humidity is just

space. just because the humidity is just really doing something wild uh compared to this other one. Um I might look at

the time. So I can hover over here and I

the time. So I can hover over here and I can see that this humidity spike is happening around 700 p.m. my time. It

says 1923. Um same thing on the next night around the same time. Uh it does seem to be pretty cyclical with the day.

Um, yeah, 7:30 at this night as well.

And yeah, so what's happening in my child's bedroom around 7:30 p.m. every

night, I am getting her ready for bed and we turn on our humidifier. So that's

what's happening. These are humidifier.

This This is us turning on the humidifier for her space while she sleeps. It's getting a little bit too

sleeps. It's getting a little bit too humid in our space personally. So I

definitely want to look at that. But now

that I know that and I did all this analysis, it might be helpful to create an observation. Uh so I can right click

an observation. Uh so I can right click on the graph right here. I'll create an observation.

Uh this is uh humidifier being turned on overnight. I spelled

humidifier wrong.

Um and the scope and we were required to choose the scope. That's, you know, if if this is uh an observation that applies to the entire location, all the sensors in my building, then I would

choose this. But that that is not the

choose this. But that that is not the case. We have evaluated a couple of

case. We have evaluated a couple of their sensors. It seems to be something

their sensors. It seems to be something else. Uh this is for a specific space.

else. Uh this is for a specific space.

So I will identify that as the yellow bedroom and it started at the time that I rightclicked. So on the 1st of March

I rightclicked. So on the 1st of March and then it's going through the 5th of March. So I can you can choose a

March. So I can you can choose a specific time or you can just kind of uh choose that for your own reference. But

now I can save that uh observation and it will show up down here that I've kind of done the analysis. I know what's going on with these humidification spikes and I might uh reach out to my

facilities uh department which is my husband who happens to be a facilities manager. So I will uh actually share

manager. So I will uh actually share this graph with him. Uh but you can um you know in order to create a graph let's see I'm going to get all of the

data on the sorry a report I'm going to get all the data on the screen that I want to include in that report. So right

now the living room data is in here. I

don't need that. Um I do want my observations this is a good date uh to have in my report the last week because it shows

all of these different humidity spikes.

I don't mind including all of this. It's

still helpful to share with him. But if

I wanted to not, like say for example, I didn't want to have the data summary, I could deselect that. Um, but I will I will for the the sake of this presentation just keep everything in the

chart.

And then once it's exactly the way I want it to generate a report, I will go here and click create report. And now

you will see we have two options. I can

create one right now and I can name it and it will email it to me or I can set up a scheduled recurring delivery. Um,

and what what that means is you can you you name the report, you choose a start date. Uh, you know, maybe I want it to

date. Uh, you know, maybe I want it to start on Monday next week and I want it to happen every week or maybe I want to have it happen every month. Um, but then

once you select your start date and frequency, you can choose who you want.

This is my husband, so I can uh show it to him. Um, and it can come every week

to him. Um, and it can come every week to his inbox as well. Um, I did generate a report before this uh webinar just to

show you what it looks like.

I have it pulled up. Um, but it's a PDF file. It shows the, you know, it shows

file. It shows the, you know, it shows the start and end date that I chose. It

has the data that I had selected. So, I

wanted the temperature and humidity selected. So, that's there. And it has

selected. So, that's there. And it has the 24-hour fluctuation. Um, oh, I don't know why it did that. Okay. Um, the

24-hour fluctuation. When I'm scrolling, it's just not looking like a typical PDF, but I'm getting to this to the second and third page now. Uh, and this is the second page. It's showing that uh

observation that I just made. And then I did have data summary turned on. So,

that's included as as well. and also the the preservation metrics are also included down here. Uh so that's the PDF that I would get in my email whether it's a onetime report or a scheduled report.

Um but just jumping back, let's say you did set up a scheduled report and you want to change something about it or you want to add somebody else to it, you want to manage your scheduled reports. I

want to point out that we have this section under here called reports. Um we

have some other reports. These ones

existed before, but we have this new section here called scheduled reports.

And this is where you manage your scheduled reports. So, you can see here

scheduled reports. So, you can see here I have a weekly report uh turned on. It

was started on the 6th of February.

It's a weekly report on Mondays. I'm the

one that receives it. Um, and it's active. I can turn it off. I can uh

active. I can turn it off. I can uh delete it if I want. I can also um click here and add other recipients to that report. But this is where you manage

report. But this is where you manage your scheduled reports. And I know this can be really helpful for uh people that just kind of want to get a a glimpse of what's going on, but don't necessarily want to be into the software every day.

Just kind of want to have a sense of what's going on in their spaces. This is

delivered right to your inbox. So, I do think I have covered all of the the demo. So, I'm happy to jump into

demo. So, I'm happy to jump into questions if we have them.

Thanks, Melissa. Uh, yeah, that we've got a a couple of questions about the reports. Um, I was just typing out an

reports. Um, I was just typing out an answer to to Laura, but um, we we might as well start talking about them out loud. So, Laura asks, "Can you keep

loud. So, Laura asks, "Can you keep those same settings and create that same report for a multitude of spaces?"

Uh, not currently. Uh

Dave, do you want to answer that?

Uh yeah, so so there's there's a couple of things um you can do. So like like Melissa mentioned, um anything that you

put on the on the graph will be um will then be translated into the report. So

if you want to have multiple sensors on the graph at once, you can create a report with multiple sensors. Uh you can also if if this is a sort of a recurring

job that you're doing, you can set up those schedules. And so if you need a

those schedules. And so if you need a for example a report for 10 individual sensors and you want them as individual reports and you do that every month, you

could set up 10 monthly uh scheduled deliveries and it will generate, you know, for example, a report for each of those sensors for the previous month's

uh data. So, so those are really the two

uh data. So, so those are really the two um ways to do it today. Uh if you're sort of thinking about it more like a template, like you want to use the uh

you know, a bucket of sensors or something like that, we do have some functionality that's coming fairly soon that will make that easier as well.

Um okay so I see there's questions in the chat. Are

they going into the Q&A? do if you don't mind um putting them in the Q&A so we can keep track of them, but we will uh try to answer the ones that we have in the chat first.

Yeah. Um I will let me uh tackle Elizabeth's question next because I think it it it relates somewhat to what I just said. So um so elizabeth asked if

I if I generate monthly reports and um when I select the last month time period is the report that generated does that go from the first of the previous month to the first of the current month is

there any way to get a true monthly report that would only show data for the month I've tried the custom range I get the same result um so

uh we can definitely look at this the I think Elizabeth you are using last month in the way that it's intended. So, the

idea of last month, and if um uh yeah, Melissa brings that up, this this shows this um it should give you the c the

last calendar month. So, because we're in March, it um it shows um all of February and uh you know, when we're in

April, it would show all of um uh March.

So uh you are using it as as designed.

If you want to set up a monthly recurring report to report on data from the preceding month, then you would check you would use that last month time period.

We have to I'm not 100% sure that that works that way. I we can we can look into that, but okay. Um

okay. Um um all right, let's uh let's uh keep uh keep going with the questions. So uh

Casey asks, um is it possible to create an on demand PDF report rather than it being emailed? I regularly talk talk

being emailed? I regularly talk talk back to the old analytics to use the PDF reporting function. Um yes, this we've

reporting function. Um yes, this we've definitely heard this a couple of times.

Um so uh we're we're looking into this.

Uh the reason we um moved to the email delivery model is that um sometimes people like to do really really big reports um and then that can kind of

strain the system a little bit um when you're rendering something in in the browser the the browser can sometimes time out and so if we're processing

something behind the scenes uh you know we can let it run for as long as it sort of needs to to get the job done. So that

that's why we moved to the email model.

But I uh we do kind of understand that people sometimes want to see what the report looks like um you know before before doing something or or just kind of working through multiple reports and

just want to you know wait and and then download them as they're available. So

uh we're definitely looking at that.

That's a pretty common uh piece of feedback that we've heard.

Um sir Sam Samantha asked um will this update change anything in IPM analyze?

Uh not uh not currently but that's definitely on the the road map. Um

definitely the IPM analytics um you know we have lots of ideas for improvements there and so now we're through this um you know that that is certainly on the

agenda.

Um, all right.

Um, let's, uh, so we got some questions in the Q&A as well. Um, I'm going to accept these.

Um, let's see.

Um, okay. Uh, so Beth asked, "I often import hobo data so I can use the reporting function." Um, these are

reporting function." Um, these are one-time use situations. The sensor page can get very messy with these uploads.

Can you go over how to clean those up?

Uh, eg e easily delete imported sensor data to keep this page under control.

Okay. So, uh there is a way to um to delete uh sensors that you don't need anymore. Um this is what's called a soft

anymore. Um this is what's called a soft delete. Um, so, uh, when you, uh, delete

delete. Um, so, uh, when you, uh, delete this, um, sensor, what it actually does is it moves it to sort of an inactive status. So, you can always go and find

status. So, you can always go and find it, um, and restore it later. Um, but

that, um, that does allow you to clean up your list if you're if you're kind of doing that one-time use type thing.

Um, let's see. Um, okay. Um, so somebody asked, "I use weather data the weather data function frequently in my charts.

Are there any plans to be able to export weather data with logger data?" Um, so if you graph the weather data and then

generate a report, the report will include the weather data there. Uh, we

don't currently have an export feature for the weather data directly. Uh part

of that is because we use a third party um uh like a a company that collects all that weather data on our behalf. Um and

they have terms of use and so on. They

don't want people sort of taking all of their their data and then providing it uh to others. So we have to be a little bit careful um about how we use their

data. Um, we can definitely look into uh

data. Um, we can definitely look into uh to that, but right now the way to do that would be to generate a report with the weather data in it.

Um, okay. And then we've got a the create

okay. And then we've got a the create report button has a crown mark for premium features. Does that mean all

premium features. Does that mean all reports are now part of the paid tier and only um images will be a available to free tier users? Um, Melissa, I think

that's correct if I'm not mistaken.

The the weather, sorry, I was just question um the reports will be a protier feature.

Yes.

Uh but like like you mentioned, you can you can always download actually Melissa, did you show this? You can also um uh download images of each uh piece and

that's uh that's going to be free. So

you can always um output the the graph um regardless of the tier that you were on.

Here you go.

Okay.

Uh we've got another question uh from Jennifer. Um I've been using the

Jennifer. Um I've been using the scheduled reports, but I was wondering if there's a way to include multiple spaces in one report. For example, I'd like to see the data and graph for each

gallery in one PDF. Uh, but I've only had figured out how to do one gallery at a time. Um, uh, so

a time. Um, uh, so so yes, you can graph multiple things um, at once. It will be in a single

consolidated graph. So I I Jennifer,

consolidated graph. So I I Jennifer, what I'm assuming you're asking here is can I have like multiple graphs, you know, a graph for sensor one, a graph

for sensor 2 in the same report? Um, and

we don't um offer that currently in this version. I'm wonder

version. I'm wonder clarify but I'm wondering if Jennifer is asking because like if I generated a report right now with multiple sensors I can I can select a bunch of sensors and

I can generate a report and that will include all of the data it will include the time period that I selected any observations. Uh the one thing it will

observations. Uh the one thing it will not include which I'm wondering if what Jennifer is asking is uh we um don't calculate data summaries and um

preservation metrics and all of these uh pro features once more than one sensor is selected and if more than a data a year of data is selected. Um, so it it

will be a little bit more of a basic report, but it will have all any observations that you've recorded and all of the spaces that you've selected.

But if we hear enough people asking for something like that, then, you know, there might be a need for a different type of report. We've we've discussed that. Mhm.

that. Mhm.

Yeah, we we do also have our standard reports. Um and some of those are

reports. Um and some of those are designed to be to to be a little bit more, you know, like show me all the data for all these different spaces. Um

and and we as part of building the reports feature for analytics, we built it um to allow us to come up with new different variations of reports in the

future. So yeah, if you have particular

future. So yeah, if you have particular kinds of reports you're looking to do, definitely uh share those with us and and we can take a look at how easy they would be to to build as a a report type.

Yeah, the space performance report is designed specifically to help you compare a lot of different spaces and to look at the key performance indicators for those spaces. So it might be a separate report if you're trying to do

that kind of analysis of the the KPIs and and of multiple spaces, you can do it in this report view.

Okay.

All right.

All right. I'm not Am I seeing Okay.

Okay. Laura is saying I'm looking for the same thing. Creating report and then being able to receive it for a bunch of spaces.

Got it. Okay, that's yeah, that's helpful.

I mean since we are doing it in the back end, maybe that is something we can have multiple safe spaces selected. Do

you want these to generate these as multiple reports?

Um, okay.

I saw somebody raised their hand. Um, if

you're you're welcome to ask a a question if if you like or put it in the the Q&A.

If Yeah. And if if you messed something in the chat, we're not seeing it, please put it in the Q&A because it's hard to scroll.

I think we have I think we have answered uh all of the the main questions. If

we've missed your question, definitely uh please shout.

Okay.

All right. Looks like we may may have reached the end of uh of uh folks questions here. Um definitely if you

questions here. Um definitely if you have other questions or thoughts or feedback, please um please let us know.

Um ah well we've uh got one more question from from Laura. Um uh please mention how we can level up to the pro tier. So

um like Melissa mentioned uh right now that there there is no um upgrading that needs to be done. Everyone is uh has

access to the protier features until the end of May. Um what once we are through that if you're on the free tier today uh

you'll basically be able to click through on any of the the features that are marked as pro and that will just take you to a checkout page and you can

uh you can upgrade um then through kind of typical kind of payment methods a or a credit card or something like that. Um

so that you'll be able to do it directly in the app. So essentially if you try and use something that is a pro feature um it'll it'll prompt you and and walk walk you through the process at that

point.

Yeah. And uh keep an eye out on your in your emails uh because we might offer some if you are eager to convert before the end of the free trial. There might

be some opportunities to do that with us um you know at a special rate. So you

know keep your eyes peeled for that.

Um, and then Wilmer asked, "Is there a free comments box in the reports?" Uh,

not currently. Um, uh, we did talk about that at the time that we develop the reports. Uh, I think, you know, that's

reports. Uh, I think, you know, that's that's certainly something we're interested in in adding. Um, and so kind of more to come on that that front.

Amazing.

Well, we're really impressed with the amount of people that showed up.

Everyone's really invested in this and we've spent a lot of time. So, it it feels good to have people invested in this and we're really excited about the direction this is going and there's a

lot of interesting things coming up uh in the road map. So, you know, be checking with regularity. you'll see

some new features pop up, but please continue to raise your hand if you have feedback or there's a feature that you'd like or something's not working exactly the way you'd expect it. It's it's just

really helpful for us to continue to hear that from you all as we continue to iterate and move forward on all of this.

So, thank you so much for your time today. Anything else you want to say,

today. Anything else you want to say, Dave?

Um, no. I I'll just I'll say, you know, we'll we'll hang out a little bit longer. So, um, you know, if if you do

longer. So, um, you know, if if you do have any final questions, um, you know, feel free to, um, keep posting those in.

We'll we'll we'll stick around until the hour. Um, but, uh, other than that, um,

hour. Um, but, uh, other than that, um, thank you everyone for your time and, uh, and please keep, uh, keep in touch if there's anything else we can do to

make the experience better for you.

All right. Thank you everyone.

I think we can wrap things up now. It

doesn't seem like Yeah. Good.

Yeah. Good.

Thank you.

Right. Thank you everyone.