Help – Trend Analysis

The AI-based trend analysis tool is a powerful assistant that automatically creates professional analyses and reports from your uploaded pest control data. Below, we guide you through the entire workflow.

Step 1: Client and Site Data Management (Site Manager)

Before diving into the analysis, it’s important to provide the correct client and site data. The system helps you manage this efficiently.

1. Select or Create a Site: Click the Select Client/Site button. Here you can choose a previously saved location. To create a new site, simply start filling out the Client company name and Site name fields on the form.
2. Automatic Saving: As you begin to fill in the relevant fields of the form (client and site data, context, etc.), the system automatically saves the data as a new site after a few seconds. This prevents your work from being lost and allows you to easily reload it later.
3. Search and Autocomplete: While typing, the system will suggest existing sites, speeding up the selection process.

Step 2: Data Upload and Context

1. Upload Data Files: Drag and drop or select the necessary data files for the analysis (in .xlsx, .csv, .xls format).
2. Explanation of Codes and Abbreviations: If your spreadsheet contains unique codes or abbreviations (e.g., `MT` = mouse trap, `Code 1 series` = electric insect traps), enter the explanation in one of the context fields (e.g., Other Instructions). The AI will then be able to interpret the data correctly. Since the system saves this information to the site, you only need to provide it once.
3. Background Information and Instructions: Provide any relevant information or requests that can help the AI perform a more accurate analysis.

   Good examples of instructions:

   • “Focus the analysis on cumulative values.”
   • “I request stacked column charts.”
   • “Please provide a report on the hot-spots!”

Step 3: Company Data and Visual Elements

Fill in your own (service provider) data, upload your company logo, and select your brand color. This information is saved to your user account and ensures a professional look for the generated PDF reports.

Step 4: Starting the Intelligent Analysis

Click the Start Intelligent Analysis button. The system will then start the server-side analysis and indicate the progress of the process (e.g., “Converting files…”, “AI analysis…”).

Step 5: Reviewing and Modifying Results (First Validation Step)

After the analysis, the AI Analysis Validation interface will appear, where you can review the statistics, charts, and findings. Here you have the opportunity to refine the results:

1. Request Modifications: If you want to refine the results, provide new instructions to the AI. This step initiates a new analysis and costs an additional 1 credit.
2. Approve: If the results are satisfactory, click the approve button to finalize them.
3. Reject: This discards the analysis and returns you to the home screen.

Step 6: Finalizing Content and Accepting Responsibility (Second Validation Step)

After approval, a modal window appears for the final, professional validation:

1. Edit Text: Using the displayed text editor (ToastUI editor), you have the opportunity, and also a professional duty, to read through and, if necessary, modify or supplement the AI-generated text to ensure it matches reality and your professional standpoint.
2. Accept Disclaimer: Before generating, you must check a box to confirm that you have reviewed the content and take full professional responsibility for it.

By clicking the Validate and Generate PDF button, the system creates the final PDF document, complete with a validation stamp.

To maintain the quality of the service, the system operates on a credit basis.

• Daily Limit: Each user receives a daily limit of 10 AI credits, which is automatically refilled every day.
• Credit Usage:
  • Each intelligent analysis start costs 1 credit.
  • Each modification request in the first validation phase costs an additional 1 credit.

Every AI-supported PDF document you validate receives an official validation stamp. This certifies that the document has been reviewed and approved by a professional. The stamp is also crucial for documenting professional accountability and for compliance with the EU AI Act.

The stamp contains:

• Your name (or, in its absence, your login email address)
• The exact date and time of validation
• A unique document identifier

Ensure that the “Expert name” field is correctly filled out in the service provider data.

The AI analysis system is extremely effective, but it’s important to be aware of its limitations to ensure smooth operation.

• Recommended Data Volume: For well-structured, clean data tables, the system can efficiently process approximately 2000-2500 rows of data in a single analysis.
• Performance Decrease: If the data is very detailed, containing many text comments or extra columns, the number of rows that can be processed in a single analysis may drastically decrease.

Every successfully validated and generated PDF report is automatically added to your personal Document Manager.

• Access: You can open it by clicking the My Documents button on the main page.
• Features:
  • Search: Search within document names or content using the search field.
  • Sort: Sort files by date, name, or size using the dropdown menus.
  • Download: You can re-download any previous document by clicking the Download button.

The system stores documents securely in compliance with legal regulations.