Report Menu

The Report menu provides access to the areas and options described below.

Settings

The Report Settings window allows you to define a series of settings for the report.

Report Builder for ArcGIS Report Settings screen

  • Title – this is the title of your report and is used as the page/browser title when a report is viewed.
  • Snippet – a code snippet that can be added to the index page of the report.
  • Tags – type a tag into this box to tag the item in ArcGIS Online. Use commas between tags if you wish to add multiple tags e.g. InstantAtlas,Demo,UK
  • Description – this will be shown on the index page when the report is viewed and also on the item page in ArcGIS Online.
  • Locale – the locale you choose will depend on how numbers in the report are displayed e.g. with a decimal point if ‘en’ is selected but a decimal comma if ‘es’ is selected.
  • ID Field – the field in the layer the report is based on that uniquely identifies each feature in the layer. The values in the ID field should not contain spaces or punctuation as the IDs are used to build URLs. If you will be adding further data sources to the report, these will also need to contain a field with the same values, so that the data can be joined to the correct features. It is therefore important that you set the ID Field for your report before you start adding data to the widgets in a report.
  • Name Field – the field in the layer the report is based on that contains the name of each feature as you would like them to be displayed in the report.

Data Sources

The Manage Data Sources window allows to you view the data sources currently attached to your report and to add further data sources.

Report Builder for ArcGIS Manage Data Sources screen

This window will list the current data sources. In the image above, the only data source is the feature layer that the report is based on. There are buttons at the bottom of the window to add further data sources in ArcGIS Online.

  • Catalog – an InstantAtlas Data Catalog. If you are a National Data Service customer, or a customer with a subscription to Data Catalog, you will be licensed to access data in a Data Catalog. For more information refer to the Data Catalog page.
  • Layer – a feature layer with one or more features.
  • Table – a table with data for one or more features. For more information visit the Tables page.
  • CSV – a CSV file with data for one or more features. For more information visit the CSV page.

Save

Use this option to save the changes to your report. You can also do this by clicking the Save button in the Report Builder editor top menu. Note that if you are not the owner of the report, clicking Save will open the same dialog that appears when you click on the Save As option (see below).

Save As

Use this option to save a copy of the report. You will prompted to choose a new name and a destination folder in your organisation for the report.

Preview

Use this option to preview the report. The report will open in a new browser tab/window. This is how the report will look to the end user.

Embed & Share

The Embed window provides the information for linking to and embedding your report in a website.

Report Builder for ArcGIS Embed screen

The report by default is not shared and only the owner can view it. To change this, click the link to the item page in the Embed window. In ArcGIS Online, you can use the Share button on the item overview page to share the report with your organisation, everyone, or set specific group sharing. Note that if you would like end users to be able to view the report without having to sign in to ArcGIS Online, you will need to share the report with everyone.

Import Design

Use this option to browse for and import a Report Builder design file (JSON). If the file is valid the report will apply the layout and widget data and settings contained in the design file. For the widgets to display data once the design has been applied, the report must be connected to a data source that contains the data used in these widgets.

Export Design

Use this option to export the design for this report as a Report Builder design file (JSON). This file is then available for importing into another report.

Discard Changes

Use this option to discard unsaved changes.

Exit

Use this report to exit the editor page and return to the home page.