How-to Guides
Adding Webhooks to your project
Webhooks are automated messages sent from one system to another when a specific event happens. They let different apps or services talk to each other in real time — instantly notifying your system [...]
Adding API keys to your project
An API key is a unique string of characters used to identify and authenticate an application when it connects to another service’s API (Application Programming Interface). Coreo provides project [...]
Archiving Projects
It is likely that you will create projects that you wish to remove from your homepage, to facilitate this we have the archive feature. This essentially allows you to ‘soft delete’ your [...]
Adding Records in the Coreo Admin Area
Whilst the main way of adding data to Coreo is via the app, there may be scenarios where you need to add records to your project from your desk. In Coreo you can add records in the admin area if [...]
Signing up to a Contributor project using an 8 digit code
A Contributor project is a special type of Coreo project which is intended for citizen science or other similar group-based projects. A common way to join a Contributor project is with a unique code. [...]
Joining a Citizen Science Project
If you’re invited to a citizen science project in Coreo you’ll be provided with a unique alpha-numeric code, which will be in the following format AB – 123456. Note that we have [...]
Collections – Data Driven Styling
Visualising data can be tricky but with data driven styling you can easily differentiate between your records according to the type of data used. Adding data driven styling to your project is simple. [...]
Creating a form
In this guide you will learn how to add a very simple data collection form to a project. Forms can vary in size from a single question to those consisting of many hundreds of questions. In Coreo, [...]
Setting Up Two-Factor Authentication in Coreo
Two-Factor Authentication, or 2FA for short, is an effective way to ensure that your data and account stay safe and secure. Enabling this option is recommended and it’s straightforward to set [...]
Editing Records in Coreo: The App
If you want to continue working on a record that you’ve saved or submitted you can do so both on and offline using the Coreo App. Note that you can only edit records that you created. The two [...]
Editing Records in Coreo: The Admin Area
In this User Guide we’ll explore how to edit records using the Coreo Admin Area. To begin making edits: You should now be on the record detail page. Editing a record’s geometry To edit [...]
Organising your Projects in the Coreo Admin Area
As you use Coreo it is likely that you will create many surveys. Without proper organisation navigating these projects can become tricky. Thankfully, we have several options for keeping your projects [...]
How to remove a member from your organisation and transfer the licence to a new user
If someone leaves your organisation, or no longer requires access to the system, it is possible to remove them. This also frees up a ‘seat’ which you can then assign to another user. [...]
Sending a Debug File from Coreo
As with any app it’s possible that you might experience an issue with Coreo at some point. If this relates to syncing records the system is designed to make sure that no data is lost. This [...]
Deleting Records in Coreo
There may be circumstances where you need to delete records you have added to a Coreo project. You can do so in both the Admin Area and the Coreo App. For UKHab records, the UKHab Portal can also be [...]
Saving a record as a draft
There will often be scenarios where you need to exit a record before you have finished recording your data. Rather than skipping through questions and saving the incomplete record you can save that [...]
Using the Coreo Geometry Features and Tools
In this document we’ll cover the different geometry tools available to support data collection in the Coreo app, and look at how to use them. Note The tools you will see in your project depend on [...]
Adding a Project in the Coreo App
If you have been invited to one or more Projects, or have one that you have created it’s easy to install them in the Coreo app. Coreo is what we would call a ‘shell app’. It [...]
Adding a Boundary to a Project in Coreo
Adding a boundary to your project is something you might want to do for several reasons: Adding a boundary to your project in Coreo is a straightforward process. You can upload your project boundary [...]
Creating an Account in Coreo
There are several ways that you might join Coreo. We’ve highlighted the key routes below, so follow the instructions for the one that reflects your situation. Route 1 – Signing up for a [...]
Creating an offline map in the Coreo app
If you need to work with maps offline, or just want the reassurance that you won’t get caught out with no signal, then the Offline Maps feature is simple to use – just remember to set it [...]
Structuring your surveys in Coreo
One of the most common questions we get asked is how to best organise surveys in Coreo. Should all your surveys go into one Project, or should they split across multiple Projects? This ‘how [...]
Cloning Projects in Coreo
There might be occasions where you will want to copy projects you have created. You might want to do this for a number of reasons including: We’ll look at how you can do this in Coreo. Note: [...]
SAML SSO Setup Guide for Coreo
1. Prerequisites Before setting up SAML SSO, ensure the following: 2. SAML Configuration Steps Azure/Microsoft Entra ID Step 1: Create the SAML application in your Identity Provider: Step 2: Set up [...]
Create a collection by uploading a .csv file
Creating a collection via a .csv file is one of the easiest and most convenient methods of creating a collection. The csv file It’s essential to structure your spreadsheet correctly. When using [...]
Filtering records
In this guide, you will learn how to filter records according to the various attributes associated with your records and forms. Filtering enables you to extract a subset of your data that satisfies a [...]
Vector data – How to upload to Coreo projects
You can add and configure different vector map data in Coreo to use as reference layers within your surveys. Commonly this will include layers showing topographic data or site boundaries. There are [...]
Combining exported data
When you have multiple forms in a Coreo project, your exported data will contain a file for each form. Where you have sub-forms in your project, for example a form for collecting survey site [...]
Introducing Maps & Boundaries
Coreo’s Maps & Boundaries page gives you control over how data from your project’s form layers is presented within the Coreo App, and also gives you the option to add additional [...]
Combining exported data in Excel using VLOOKUP
In this guide you will learn how to reconcile data from related forms exported from Coreo using Microsoft Excel. In this example, we’ll combine records from a Preliminary Roost Assessment [...]
Exporting data
In this guide you will learn how to export your data from a Coreo project using the Admin Area. Once you’re in the desired project you’ll need to go to the Records page. To initiate data [...]
Exporting Data: Combined Exports
In this guide you will learn how to combine forms when exporting your data. More often than not you will be working in projects that have associated parent and child forms. These associations are [...]
Uploading map imagery
Coreo allows you to upload GeoTiffs for use with your maps. This might be useful where you want to use specific imagery for sites including high resolution or precisely dated imagery. Uploading your [...]
Combining exported data in Airtable
In this guide you will learn how to reconcile data from related forms exported from Coreo by using Airtable. To make this easier to follow, we have supplied some sample data which forms the [...]
Adding a heatmap layer
Heatmaps are commonly used in geospatial mapping to visually display the density of points or features across a geographical area. A heatmap is a graphical representation of the data where the values [...]