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— for example, 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.
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.
- Tap Sign in to ArcGIS Online.
- 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 ArcGIS Enterprise. Tap SIGN IN.
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 enable the Business Analyst mobile 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.
- Tap OK.
Your current location will appear on the map, as indicated by the blue dot (if enabled in Settings). Tap the gray arrow in the upper right to center the map at your current location. Tap and hold on the map to select a different location. Tap Search to enter a different address.
- Enter the address 18 W Vine St, Redlands, CA 92373.
The map will zoom to the address, indicated by the blue pin on the map.
- Tap Create Site
- 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.
- Tap Drive Time Options.
You may choose to modify some or all of those options from the defaults.
- Tap .
- Tap Apply.
The site is displayed on the map.
- Tap Facts.
Facts for the site are displayed. You can toggle between Basic Facts and Spending Facts. Tap to share these Facts.
- Tap to close the Facts screen.
- Tap Details to open the Location Details screen.
- Tap the camera icon and take a photo of your site.
- Repeat the above step to take more photos. To scroll through all the photos, swipe or tap the arrows. Tap the Gallery icon to view all the photos for the site.
The Site Photos screen is displayed.
- Tap to return to the Location Details view.
- Tap Add Note.
The Add Note screen is displayed.
- Type in note text and tap Save.
- Inside the Location Details screen, tap in the fields under the Details section and enter information for each (Building Area, Site Area, Frontage). Tap More to reveal the Parking field, and add the value for it.
- Still inside the Location Details screen, tap Reports.
The Reports screens opens, with tabs for Classic Reports and Infographics. Under Classic Reports, tap Esri Reports to see the list of reports that come with the application.
- Tap ACS Population Summary.
The report opens. You may tap anywhere on the report to view it in full screen mode.
- On the Infographics tab, tap Esri Infographics for the list of infographics that come with the application.
- Tap Demographic Summary to run that infographic.
The Demographic Summary infographic will open.
- Tap to see additional viewing options to choose the larger drive time for the site, or adjust the width.
Use the lock icon on the map to enable and disable panning and zoom in/out of the map.
- Tap Done.
- Tap and then tap .
The list panel with options opens.
- Tap Projects
The current project opens. In this walkthrough, it is the most recently used project, Project A.
- 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.
- Tap to return to the previous screen.
- Tap Previously Run Reports.
The Previous Reports screen is displayed.
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.
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.
The site added in the Business Analyst mobile app is displayed here and can be accessed.
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.
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— for eample, 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.