Core Analytics is a flexible reporting tool that allows you to explore your Mero data and create customized views to answer specific questions about your operations. You can analyze metrics related to cleaning performance, footfall, consumable usage, and more.

How to Build a Report

Step 1: Access Core Analytics

Select Core Analytics from the main navigation menu on the left side of your screen.

Step 2: Configure Your Report

Use the controls at the top of the page to build your custom report by following these steps:

1. Select Your Metric

Choose the primary data point you want to measure from the dropdown list. Available metrics include:

Average Visit Time
Number of Visits
Scope of Work Completed
And many more...

Note: Some metrics may not be available depending on your site configuration. If you hover over an unavailable metric, you'll see one of these messages:

For consumables metrics: "This metric isn't available because your site doesn't use consumable sensing."
For traffic metrics: "This metric isn't available because your site doesn't track traffic."

2. Group and Split Your Data

Group By: This determines how your data is organized. It creates the rows in your data table or the individual lines/bars in your chart. You can group by:

Building
Floor
Location
Cleaner

Split By: This adds another dimension to your analysis, creating the columns in your data table or the X-axis in your chart. Options include:

Cleaner
Building
Floor
Location
Time of Day
Day of Week
Previous Time Period

Example: Group by Building and Split by Cleaner to see each cleaner's performance within each building.

3. Choose a Comparison Period

Select how you want to view your data over time:

Single Period: Compare your selected time frame to a previous period

This week vs. last week
This month vs. last month
This month vs. same month last year

Time Series: View trends over time with these grouping options:

Daily
Weekly
Monthly
Quarterly
Yearly

When using Time Series with Daily comparison, a date range filter will appear for more precise control.

4. Select a Chart Type

Choose how to visualize your data:

Bar Graph - Best for comparing discrete values
Line Chart - Ideal for showing trends over time
Heat Map - Great for visualizing patterns across two dimensions
None - View only the data table without visualization

Step 3: Understanding Your Results

Core Analytics generates two outputs:

Chart: A visual representation based on your selected chart type
Data Table: Detailed numbers with "Group By" categories as rows and "Split By" categories as columns

Exporting Your Reports

Quick Export

Configure your report with the desired filters and settings
Click the Export button in the top toolbar
Your report will download immediately in your browser's default format

⚠️ Important: You can export a maximum of 5 columns. If you select more than 5 options in your building/floor/cleaner filters, you'll see a tooltip: "Please select 5 columns or less to export."

Export Formats

Reports can be exported as:

PDF - For sharing and presentation purposes

Scheduling Email Reports

Setting Up Scheduled Reports

Click the Schedule Email button
A dialog will open where you can customize your scheduled report:
- Email Recipients: Enter one or more email addresses
- Report Frequency: Choose between Daily or Weekly delivery
- Send Time: Select when the report should be sent
- Additional Filters: Refine your report further if needed
- Time Period Options: Customize the date range for your scheduled reports
Review your settings and click Schedule to activate

Note: Like exports, scheduled email reports are limited to 5 columns or less. If you have more than 5 columns selected, you'll see the message: "Please select 5 columns or less to export."

Managing Scheduled Reports

Within the Schedule Email dialog, you can:

View all your existing scheduled reports
Modify schedule settings
Cancel scheduled reports that are no longer needed

Saving and Managing Reports

Saving a Report

After configuring your report settings, click the Save Report button
Enter a descriptive name for your report
Click Save

Your saved report will retain all current settings including:

Selected metric
Group By and Split By options
Comparison period
Chart type
Any active filters

Managing Saved Reports

Click the Manage Reports button to access your saved reports. Here you can:

Set a Default Report

Click Make Default next to any saved report
The default report will load automatically when you open Core Analytics
Only one report can be set as default at a time
Other reports will show a disabled option with the tooltip: "The Default option is disabled because there is already a default report"

Edit Reports

Rename: Change the report name to better reflect its purpose
Remove Default: If a report is set as default, you can remove this status

Delete Reports

Remove reports you no longer need
This action cannot be undone

Tips for Effective Analysis

Start Broad, Then Narrow: Begin with a wider view (e.g., all buildings) then filter down to specific areas of interest
Use Time Series for Trends: When looking for patterns over time, Time Series comparison is more effective than Single Period
Combine Filters: Use multiple filters together to answer specific questions about your operations
Save Common Views: If you frequently check the same metrics, save them as reports for quick access
Check Data Availability: If certain metrics appear grayed out, hover over them to understand why they're unavailable for your site
Schedule Regular Updates: For reports you need to monitor consistently, use the Schedule Email feature to receive them automatically in your inbox