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Getting Started with Prism
App Walkthrough Guide
Logging In
Navigating the App
Cameras
Sites
Reports
Click to see your Profile and access Support.
Home Page (Cameras)
Search each section’s cameras or sites by name, tags, city, or state.
Shares
Settings
The BASICS
The CAMERAS Page
Look inside your store in real time and revisit any specific minute, hour, or day using multiple
camera views and lenses.
Survey See any moment from
any camera in any of
your stores.
Track Monitor compliance,
product placement,
and promotion rollouts.
Share Simplify communications
by sharing images,
insights, and video clips
with stores and staff.
Select the date you wish to see from the drop down calendar.
Navigate minute-by-minute using the arrow keys on your keyboard or clicking on the timeline.
Toggle between Hour, Day, and Week to see store snapshots in one minute, 15 minute, and 2 hour intervals.
Jump from hour to hour, day to day, or week to week with the arrow buttons.
Click a camera tile to see its fullscreen view and activity details.
Click to select a different date.
Click the Fullscreen button to see your image in greater detail.
Quickly identify periods of high activity.
Click the Share button to add the image to an in-app folder or email it to a colleague, or to request a corresponding minute-long video clip (for enabled cameras).
Click the Lens button and select Enhanced, Privacy, Activity, or Detail lens.
Double click to zoom in.
Enhanced See high-quality, real-
time, enhanced images
of your business.
Privacy Access high-quality
images of your stores
without the customers
and staff.
Detail See a 5x5 or 8x8 grid
of second-by-second
snapshots for deeper
insights on a few
moments in time.
What LENSES Do
Note: Your account may not currently have access to every lens.
Activity See customer and
product movement
patterns visually
summarized.
View See into every one of
your store locations in
one simple, real-time
dashboard, with week-
to-week customer
counts highlighted.
Understand Click into any site to
view a summary of site
zone-specific counting
and activity metrics —
for any period of time.
Analyze Get custom, recurring
visual reports on
activity, traffic, and
path maps that show
you how people
experience your store.
The SITES Page
The Sites page gives you one place to see metrics for every store, from anywhere in the world.
See every store by location.
Click through to see detailed count, dwell, and occupancy metrics and insights about the store.
See up-to-the-minute traffic counts at your site and comparisons to the prior week.
Cycle through to see your site counts change from week to week.
See real-time counts and last-week comparisons for each in-store zone you’ve configured.
View real-time location and time data for each site.
Cycle through your site counts by week.
Click into any zone image to view in-depth counting metrics and summaries.
Occupancy Understand how many
people are in a given
area over a specific
part of time. See the
average number of
people in your store
zone, and what percent
of the time the zone
itself is empty.
Dwell See how long people
spend in any zone.
View the average
number of seconds
people stay in an area,
and see when the
busiest times are.
The COUNTING ZONE Metrics
Note: Tripwire counting is the metric of people who cross a configured tripwire, or set of lines. Area
counting, or zone counting, is the metric of people whose paths are contained in a configured area.
Tripwires and Areas help you get metrics for regions or departments of your stores. Zones are sets of Areas
(or Tripwires) that enable you to set up high-accuracy people counting and customer metrics for any custom
space or set of spaces at your site. Zones can also be saved and set up to pulling recurring data — for
example if you want count data for your aggregate checkout areas across 3 floors of your store.
Entry Counting Get high-accuracy
people counting for
any configured set of
areas or tripwires in an
entry counting zone.
Click into a custom zone that includes a drawn area to view in-depth occupancy and dwell metrics for that area.
Area Count
Area Count displays the current count for the selected zone, has a prior week comparison point, and displays the busiest hour.
Each custom zone also has a basic area count metric.
Dwell is displayed in an average of seconds, with comparisons to the prior week, and a listing of the busiest hour — when people lingered longest in one spot.
Each metrics is also displayed by the hour in dynamic timecards.
Dwell
Occupancy displays the current occupancy, a prior week comparison point, and the busiest hour of the selected day.
Occupancy also displays the percentage of the time the zone was empty versus occupied.
Occupancy
In the Analytics tab, see all of your counting zones and deep-dive into every metric for your site.
In the Visual Insights tab, explore how people experience your store space with activity heatmaps, traffic maps, and path maps.
In the Cameras tab, see all of your counting zones and deep-dive into every metric for your site.
If you haven’t set up any zones or visual insights, clicking into the respective tabs displays a space for you to start adding zones and analytics, as well as a link to create new insights.
Activity Heatmap See what’s hot in your
store, from the displays
to the departments
that customers engage
with best.
Traffic Heatmap Understand where
people really go in your
store, where they
spend time — and
where they don’t.
Pathmap Get visual summaries of
where people go when
they enter the store, and
how they move once
inside. A/B test
movement patterns
against merchandising.
The VISUAL INSIGHTS Page
See how people experience your store and optimize your merchandising and designs with recurring
visual insights.
Note: Traffic Heatmaps and Pathmaps are only available for views that have Advanced Analytics enabled.
All of your customized insights are saved to the Visual Insights tab dashboard after you create them and select “Pin Insight.”
These unique reports update automatically so you can see how traffic patterns and customer movement changes in your store from week to week.
You can pin pathmaps as well as activity and traffic heatmaps to the Visual Insights tab.
Create a new heatmap or pathmap insight.
Click into any visual insight to view a large version.
Pick the dates you’d like view data for. You can select any set of 7 contiguous dates (a week).
Cycle through to see your pinned visual insights change from week to week.
Activity heatmaps like this one showcase what people interact with most. They’re optimal for gauging what displays and departments of the store customers engage with best.
Select the camera you wish to use from this drop down.
Click the adjustments drop down to change how low or high the threshold is for the activity that the map registers.
Click “Generate Visualization” to generate an activity heatmap.
Click “Pin Insight” to save this map to the main Visual Insights tab. This map will then automatically update in the main tab.
To create an activity heatmap for a particular display or area, start by clicking the “Areas” drop down.
Activity Heatmap
Pick the dates you’d like view data for. You can select any set of 7 contiguous dates (a week).
Traffic heatmaps like this one showcase where people spend time in your store. They’re optimal for identifying “hot spots” and unvisited areas in your store so you can improve product and display layouts.
Select the camera you wish to use from this drop down.
Click the adjustments drop down to change how low or high the threshold is for the activity that the map registers.
Click “Generate Visualization” to generate a traffic heatmap.
Click “Pin Insight” to save this map to the main Visual Insights tab. This map will then automatically update in the main tab.
To create a traffic heatmap for a particular floor area, start by clicking the “Areas” drop down.
Traffic Heatmap
Pick the dates you’d like view data for. You can select any set of 7 contiguous dates (a week).
Want to create a custom activity or traffic heatmap?
When you’ve created your area, enter its name and click “Save Area” to be able to turn it on and off again.
You can create multiple areas in one camera view and have any set of them active at once.
If you have no areas active, the activity heatmap will simply be displayed for the entire view.
Click the trash icon to delete your area.
After making a change, click “Generate Visualization” to generate the updated activity heatmap.
Click the image to create points and connect them in the shape of the area you want.
You can drag the shape, click the “minus” button to delete existing points, and click along the connector lines to add more points.
Adjust date and time, and click “Share” to add the visualization to an in-app folder or send via email.
Creating Areas Click the “Areas” drop down in the Traffic or Activity Heatmap page.
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Pathmaps like this one visualize how people move when they enter your store — and how they travel through it once inside. They’re perfect for optimizing layouts and A/B testing.
Select the camera you wish to use from this drop down.
Click the adjustments drop down to customize your pathmap. There are a lot of adjustment tools — we’ll examine them on the next page.
Click “Generate Visualization” to generate a pathmap.
Click “Pin Insight” to save this map to the main Visual Insights tab. This map will then automatically update in the main tab.
To create a pathmap for paths in a particular area, start by clicking the “Areas” drop down.
Pathmaps Pick the dates you’d like view data for. You can select any set of 7 contiguous dates (a week).
It’s also convenient to filter out paths by selecting one path direction that you’d like to see, instead of “All.”
Sometimes, paths can get occluded — for example, if 10 people are standing in the same small space. If the tracks get lost because the camera can’t see all of them individually, you can end up with a pathmap that displays some very short paths that don’t lead to anything. That’s fine! Just adjust the “Min. Length of Paths” bar to filter the short paths out.
When you have filtered down to some of the most common paths for your view, hit “Show Percentages” to see the exact numbers of how many customers move in each direction.
“Simplify Paths” lets you reduce variance in paths. Visually, “simpler” paths are straighter and show fewer of the curves people’s paths take as they navigate your space.
Arrow colors let you customize your paths’ appearance.
Pathmap adjustments tweak your path analysis so they give you the data you’re really interested in.
Every customer’s path is tracked through your store. When you create a default pathmap, it displays those paths, grouped into most common movement patterns. This can still look like a lot of paths, though. That’s where the adjustments help.
If your paths look too crowded, try sliding the “Number of Paths” bar closer to “Group.”
Path Adjustments
The REPORTS Dashboard
The Reports feature delivers infinite customization options and powerful people counting, dwell,
and occupancy metrics for every one of your locations.
Customize Everything Create dynamic reports using
location, weekday selection,
and count metrics to get
exactly the data you need.
Run reports automatically,
and receive them through
recurring emails or create
them on the fly.
Visualize Your Data In addition to dynamic
data series charts, Prism
reports display data in
interactive timeline graphs
and timecards.
Flexible Downloads Browser access to your data
is great, but sometimes you
need more. That’s why you
can download and export
any configured report as
a .CSV file.
Display your reports by their creation date or name.
Click “Disable Report” to stop running the report.
Click either button to create a new report.
Search for any report by name.
Each configured report is displayed as a tile with its run details.
Click the Trash icon to delete the report forever.
Click anywhere on a report’s tile to view or download its data.
The report name
Click “Disable Report” to stop running the report without deleting it. Reports can be re-enabled.
Each configured report is displayed as a tile with its run details. You’ll see:
The number of report runs that have been completed
How frequently the report is run
The report’s start date
The report’s end date
Click the trash icon to delete the report permanently. This cannot be undone.
Creating a Report
The report creation screen enables you to create a custom report with any stacking set of rules and metrics. To get started, just click the “Create New Report” button on the main Reports Dashboard.
Enter your report name. The more specific it is, the more helpful it will be, particularly if you create a large set of reports.
Click this dropdown to select how you want to filter your sites for the report. If you leave this field blank, every one of your sites’ data will be used to calculate the report. You can filter your sites by their site name, their external site ID (your
sites may or may not have this number associated), their state or province, their country, and their labels (if labels are configured).
The available filter values will populate based on the site filters you’ve selected.
The report color is randomly generated. If you’d like to organize your reports by color, you can select a different shade using the dropdown.
Click the button to add an additional filter parameter. You can add as many filter rows and parameters as you want, for every report. If you wish to delete a parameter you’ve added, click the button in the parameter’s row.
You can select any zone to use with any site filter, regardless of whether or not the sites you’ve chosen currently have that zone set up.
This enables you to add a zone to a site at a later date and see historical reports for that site/zone combination.
Be careful if you only select zones for sites that don’t currently have them enabled — your report will not find any data and will return blank.
Click this dropdown to select each zone you want to include in your report.
You can include any metric, regardless of whether or not the zone you have selected currently tracks that metric.
This is so you can set up a report that will track data for a zone that you want to, in the future, have configured with that metric.
Be careful when you select your zones and metrics — if you select dwell, occupancy, or count tracking for zones without those metrics configured, your report will not find any data and will return blank.
Click the button to add an additional zone and/or metric parameter. You can add as many rows and parameters as you want, for every report. If you wish to delete a parameter you’ve added, click the button in its row.
Select the date you want to start running your report. You can select historical or future dates to begin your runs.
Select how you want your report to finish. You can have it run forever, choose a date for it to stop on, or select how many runs you want it to complete before it stops (e.g., stop after 4 runs).
Select what frequency you run your reports at. You can set up reports to run in day, week, or month increments.
Choose the hours you wish to include data from.
If you have business hours configured for your sites (you can create business hours in Settings), you can simply select “Business Hours” from the dropdown list. If you’d like to use custom hours, first select “Custom” from the dropdown list.
If you want yourself or another team member to receive a notification each time a report completes a run, you can enter your contact information here.
If you’d like to apply a single set of custom hours to every day in the week, simply select those hours from the dropdown lists.
If you want to configure your custom hours to use different sets of hours for different days, click the button to add a new week row.
In the new row, select the days you wish to have track a different time span, and then select that timespan from the dropdowns on the right.
Repeat until you have as granular a custom hour set as you want.
If you wish to exclude a day entirely, you can simply add a row, select that day, and leave the time selection dropdowns blank.
Click “Create Report” to finalize and save your report. You will not be able to edit your report after you create it.
Creating Reports: Understanding Site FiltersIf you have questions about creating more complex reports, understanding Site Filters can help you get started.
You do not have to filter your sites — leaving the sites filter blank will return all results.
If you select multiple filters, the report will try to pull all the sites that match all of your conditions. If all conditions can’t be met by one site or set of sites, the report will return data for sites that satisfy as many of your conditions as possible.
Creating Reports: TroubleshootingIf you’re seeing error messages while creating reports, make sure you’re following these guidelines.
Every report you create must have at least one zone and associated metric selected. You can add as many as you like.
If you use custom hours, you must enter two time values in the first week row. If you add more rows with time values, then you can mark the first row as blank.
Make sure to give your report a name that will help you differentiate it. Using the site(s), metric(s), and run frequency in the title can help.
Using a Report
After creating a report, you can view it by clicking its associated tile on the main Reports dashboard.
Both your Summary (see next page) and full Time Period data sets will display the site names, IDs (if available), State/Province, Country, Labels, and metrics.
In the report’s gray header, click the “Report Configuration” dropdown to see all of the report’s parameters (the site, region, zone, metric, and time filters you used to create it).
On the timeline selector, use the left and right arrows to jump back and forth through report runs by date. Click the down arrow to view and select the full list of available report runs.
The header also displays the number of times the report has been run.
Click “Timecard” to see a visual timecard summary of your time period data.
Click “Line Chart” to see a trend-line visualization of your current run's data.
Click the “Group By” dropdown to view your data by Site, State/Province, or Country.
Summary Data displays your aggregate metrics across the report run’s time period.
Time Period Data displays your metrics for each site by timestamp.
Use the horizontal and vertical scroll bars to explore your data.
Click the “Period” dropdown to view your data by 15 minute, hourly, or daily increments.
Click the “View” dropdown to change how your data is displayed. Select “Time Series” to see your data split up by timestamp across all sites. Select “Raw Data” to see your data split up by timestamp and by individual site.
Click “Download CSV” to download your summary (aggregate) data as a .CSV file.
Click “Download CSV” to download your time period — or full set of — data as a .CSV file.
The timecard will only display data for the time parameter of the report (the date range and time range listed in the gray header).
For example, if your report runs daily, the timecard will only show one day’s numbers in its weekly display.
For this reason, it’s recommended you use the Line Chart to visualize daily report data.
On clicking the “Timecard” button, you’ll see a visual summary of your data that highlights how busy your sites are throughout the day. In the timecard, darker shaded cells denote busier times.
Select the site, zone, and metric (Count, Dwell, or Occupancy buttons will appear for whichever metrics are available in the report) that you want to see count data for. You can select one site, zone, and metric at a time. Make sure to only select zones and metrics that are currently configured on the site you’ve selected.
On changing your timecard parameters, click Update to see the new visualization.
Each of your sites’ trend lines is depicted in its assigned color. You can select and stack as many sites as you want to compare.
On clicking the “Line Chart” button, you’ll see a visual summary of your data that showcases how traffic levels change in your sites throughout the day.
Select the sites that you want to see count data for. You can select multiple sites to compare performance and trends across stores.
On changing your timecard parameters, click Update to see the new visualization.
Once you’ve selected your sites, you can choose the zone and the metric (Count, Dwell, or Occupancy buttons will appear for whichever metrics are available for the report) you want to display. Make sure to only select zones and metrics that are currently configured on the site you’ve selected.
If your report is a weekly or monthly report, you can also toggle the time period to display traffic across every hour or the entire day.
Understanding Reports: Missing DataIf you set up a Report and can’t see its data, a couple of different things might be going on.
If you click into the report and see the error message “No Data for Selected Time Period,” this means that you have selected a valid set of sites and some data has been returned, but the time selection you’re currently looking at has no data.
You will most likely see this in reports that you’ve set up to use site/zone combinations that have yet to be created.
“No reports have been generated” is the most common message you’ll see. This occurs either when you have just created a report and it's still loading its data, or when you’ve created a report that uses site/zone combinations that will be configured in the future.
Understanding Reports: Configuration ConflictsIf you’re familiar with the sites you’re generating reports on, this probably won’t be a problem.
However, in case you run into this, it’s helpful to understand the logic Reports uses to filter your data.
Reports uses AND/OR logic to filter your sites, zones, metrics, and time parameters.
First, it will try to match one site or set of sites to all of the criteria you’ve selected in the creation page. If it can’t match all of your filters, it will match as many as possible.
However, if you have two site filters of the same kind (e.g., Site ID and Site Name) that don’t match the same site, it will try to return a site that satisfies both criteria. It will not be able to filter both of them and no data will be returned.
That’s when you’ll see this “No Site Matches Found” message. If you see this message, simply delete the report and try again with non-contradicting filters.
Settings
The “Settings” page gives users a way to customize and modify their account.
Note: If you are a Standard user, your account will only have access to Profile and Recurring Posts in Settings.
Customize Change and add
camera and analytics
options to get the
insights your business
needs.
Connect Give remote employees
privacy-protected
visual access and key
insights, across
departments and
throughout the
enterprise.
Monitor Check camera status
and health, and
remotely enable or
disable any camera in
every one of your
stores.
Account allows users to view and modify account details, billing information, enabled services, account access, and registered admins.
Categorize and organize cameras by creating custom labels.
View software installs and update old versions.
Recurring Posts automatically delivers custom store snapshots at any time you choose.
Click the “X” to return to your previous page.
Define new zones inside your store space.
Connect a new camera/VMS.
Change result display format.
Display cameras by name or status (enabled/disabled).
Enable cameras, and monitor enabled camera status.
View camera installations grouped by site (or installation).
More Questions?
Questions?
Prism is excited to provide you with the tools you need to understand your store,
optimize your business, and redefine what it means to deliver a perfect customer
experience.
If you have any questions, please don’t hesitate to contact our support team:
Welcome to Prism!
