Skip To Content

Capture and share sites

Available with Business Analyst license.

In this step-by-step guide, you will use the Business Analyst mobile app to capture a site with attributes, take a photograph, record notes, examine key facts and share with the Business Analyst Web app.

Using the Business Analyst mobile app, you will:

  • create a site, and add site attribute information (e.g. building area) and notes
  • add photos for the site, which will be taken with your mobile device at the site location itself
  • view facts and run a report for the site
  • understand how to access the site and report in the current project

    You will then use the Business Analyst web app to access and view the site that you created using the mobile app, and briefly learn about the benefits of doing so.

    To access the Business Analyst mobile app, tap the icon for the Business Analyst mobile app on your mobile device.

    Business Analyst Mobile app

    Note:

    The screen captures in this step-by-step guide were taken using an iOS device and will be very similar when using the mobile app on an Android device.

    1. Tap SIGN IN.
    2. Enter your username and password (the same credentials that you use to sign in to the Business Analyst web app with ArcGIS Online, or with Portal for ArcGIS on-premises. Tap SIGN IN.
      Enter username and password
      After signing in to the Business Analyst mobile app, if this is the first time you are using the mobile app on the device, you may see the following screen. It is highly recommended to allow the Business Analyst app to access your location, in order to take advantage of the full range of capabilities of the app. In this guide, we will assume that the app has access to your location.
    3. Tap Allow.
      Access your current location?
      Your current location will appear on the map, as indicated by the blue arrow in the lower right corner. To switch to another location, you may enter an address or place a pin to zoom to the new location on the map.
    4. Tap Create Site.
      Current location
    5. Tap the Drive Time toggle button. You may modify the number of minutes from the default, if desired. Tap the button to add a second drive time. Drive Time toggle button
    6. Tap Drive Time Options. You may choose to modify some or all of those options from the defaults:
      Drive time options
    7. Tap Done.
      Tap done to finish drive time options
    8. Tap Apply. The site is displayed on the map.
      Tap Get Facts
    9. Tap Get Facts. Facts for the site are displayed. You can toggle between Basic Facts and Spending Facts.
      Tap Done
    10. Tap Done to close the Get Facts screen, and then tap Show Details to open the Location Details screen.
    11. Tap the Camera icon and take a photo of your site.
      Site details
    12. Repeat the above step to take another photo, and then tap the Gallery icon to view all the photos for the site.
      Site photos
    13. Tap Return to previous screen to return to the Location Details view.
      Add Note
    14. Tap Add Note.
      Type in note text and tap Save
    15. Type in note text and tap Save.
      Add site details
    16. Tap in the fields under Details and add information for each field (Building Area, Site Area, Frontage). Then tap More to reveal the Parking field, and add the value for it.
      Tap Run Reports
    17. Tap Run Reports. The Run Reports screen opens with the list of available reports. The default view is All reports, but if desired, you can tap to apply an available filter.
      Tap report name
    18. Tap ACS Population Summary.
      View report
    19. The report opens. You may tap anywhere on the report to view it in full screen mode. Tap Done.
    20. Tap . The list panel with options opens.
      Open Projects from List panel
    21. Tap Projects. The current project opens. In this walkthrough, it is the most recently used project, Project A.
      Current Project
    22. Tap Point Locations (Sites). The layers in the project containing point location sites are listed, with the target layer expanded to show within it the sites contained. The most recently created site appears at the top.
      Recently created site
    23. Tap Return to previous screen to return to the previous screen.
      Current Project
    24. Tap Previously Run Reports. The reports run previously for sites in the target layers of the current project are listed. The ACS Population Summary report requested earlier in this walkthrough appears at the top as the list is sorted by Date. If desired, that can be changed to sort by name. You can tap on any report to open and view it.
      Previous Reports

    Accessing your items in the Business Analyst web app

    The sites and reports created on the Business Analyst Mobile app are also accessible under the Business Analyst web app (and vice versa) – you only need to be signed in with the same username, or have access to the items via a shared project. You will need to go to the Business Analyst web app on your computer. Since last using the mobile app if you had opened a different project in the web app, you will need to first switch back to the previous project (Project A in this guide). The most recent updates are synced seamlessly across the mobile and web apps in real time to always maintain consistency of the project data across the two apps.

    Note:

    If the desired project panel was already open in the Business Analyst Web app while updates in progress in the mobile app, you may need to click Refresh to view the content you recently created on the Business Analyst mobile app.

    If you switch to a different project in the web app, or even the target layer(s) within the same project, the same will be the current project and layer(s) in the mobile app the next time the mobile app is restarted.

    Refresh Project A

    The site added in the Business Analyst mobile app is displayed here and can be accessed.

    Site recently created in the BA mobile app

    The site attributes, note and photos added in the mobile app can also be accessed here. You can use the collected attributes as criteria in the suitability analysis workflow, and the photos in infographics.

    Site details

    You can also view the report run for the site in the mobile app here, and run additional reports for the site.

    Thus, you can continue working in the web app, and access your most recent updates in the mobile app, and vice versa. For example, if you add another photo and note to this site 18 W Vine St from your computer, those updates will be immediately accessible in the mobile app. This feature can be especially useful when collaborating with other users in organization e.g. an analyst in the field may create the sites in a shared project, and collect site attribute information and photos, while a market analyst in the office may leverage the same to conduct suitability analysis and generate beautiful infographics.