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Creating & Scheduling Reports

Create, schedule, and download environmental reports in Environet

Environet Reports turn your monitoring data into clear, shareable PDF reports in seconds. Use them for regulatory compliance, internal reviews, and stakeholder updates. No technical expertise is required. You can run a report once, or schedule it to arrive in your inbox every day or week.

This article covers the steps and settings that every report shares. For the settings and PDF layout of each report type, see:

How to Access Reports

  1. In Environet, select Reports from the sidebar navigation, under Analytics.

  2. To view an existing report, select it from the list.

  3. To create a new report, click + New Report above the list, in the top right corner.


Create a Report

The New Report page has four cards: Info, Settings, Content, and Time Range & Schedule. Fill in each card, then click Create.

Info

  • Name – the report title. It appears at the top of the PDF and in the file name.

  • Owner – the organization the report belongs to. It defaults to your current organization.

  • Description – an optional note shown under the title in the PDF. You can add Tags here by typing @.

Settings

First, choose a Report type. Then choose a Standard, or for CMS-2567 reports, the compliance categories. The rest of the Settings card changes based on what you pick:

Report type

Standard or options

See

Air Quality

Aethair Blue, Aethair Cabin, WELL v2

Air Quality

Custom

Aethair CMS-2567

AECC Compliance Categories

Perimeter Monitoring

NYS DER-10 (CAMP), NJDEP PAM, Custom

Click the ⓘ icon next to Report type or Standard to see what each option includes.


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Content

  • Show Organization Logo – adds your organization's logo to the report header.

  • Include Summary by Noesis – adds an AI-written summary and key findings at the end of the report. Learn more about Noesis.

Time Range & Schedule

  • Run Type

    • Once – the report covers a fixed period that you set with From and To.

    • Scheduled – the report runs automatically and is emailed as a PDF. Choose Daily or Weekly from the Frequency dropdown. See Schedule a report below.

  • Working hours – turn this on to include only data between a start and end time each day, such as 08:00 to 18:00.

  • Working days – turn this on to include only selected days of the week.

Times use your organization's time zone. The time zone is printed on the report.

Preview and create

  • Click Preview to see the report before saving it.

  • Click Create to save the report and generate it.

  • Click Cancel to leave without saving.


Download a Report

  1. Open the report.

  2. Click the Actions button in the top right corner above the report.

  3. Select the format you prefer for the download - Download PDF, Download CSV, Download Excel.


Clone a Report

If you want to make a copy of a report, you can clone it from the Reports list page:

  1. In Reports, click the ⋮ menu next to the report.

  2. Select Clone.

  3. The New Report page opens with the original report’s settings already filled in. Change what you need, such as the time range, devices, or Run Type.

  4. Click Create.

The clone is saved as a separate report, and the original doesn’t change. If you don’t need the original anymore, select Delete from the same ⋮ menu.

Tip: give the clone a new Name so you can tell the two reports apart.

Another use for cloning a report

You can’t edit a report after it’s created. To change its settings, or to turn a one-time report into a scheduled one, clone it.


Schedule a Report

Scheduled reports are generated automatically and emailed as a PDF.

  1. Create a new report, or clone an existing one.

  2. Under Time Range & Schedule, set Run Type to Scheduled.

  3. In the Frequency dropdown, choose Daily or Weekly.

  4. Click Create.

The PDF is emailed to the report's subscribers on that schedule, with the relevant information and the PDF attached directly to the email.


Analyze Reports with Noesis

Noesis, the AI assistant built into Environet, can answer questions about any report. Open the report and click the Noesis button, next to the Actions button in the top right corner. To learn more, see Analyze Reports with Noesis.

Noesis can also write a summary into the PDF itself if you turn on Include Summary by Noesis in the settings, located in the Content section. This must be toggled on before the report is created. See the Noesis article for more.

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