The information displayed in a report comes directly from geographic data attribute information or from a stand-alone table. Adding a report to a project creates a report view for designing and editing a report. As with other project items, you manage reports from the Catalog pane.
Use the Create New Report pane to choose a template, then customize the fields and design of the report. Click Next to move through each step of the creation process. At any time, you can click Finish to accept the default values and create the report.
The following options are available in the Create New Report pane:
| Option | Description |
|---|---|
Choose the template that defines the report appearance. Required. | |
Name the report and select the data source. Required. | |
Specify the fields and rows to use in the report. Optional; all data is included by default. | |
Add field grouping, if applicable, sorting, and summary statistics to the report. Only available when using an Esri template, as custom templates include these options. Optional; none included by default. | |
Change the report styling, page size, and orientation. Only available when using an Esri template, as custom templates include these options. Optional; defaults are provided. | |
Connect dynamic chart and map frame elements with an underlying source. Only available when using a custom template that includes a dynamic element. If any dynamic elements are not connected, those elements are dropped upon report creation. | |
Designate which layout or layout files are to be used as supplemental pages. Only available when using a custom template that includes a supplemental page. If any dynamic elements are not connected, those elements are dropped upon report creation. |
To add a new report to a project, do the following:
- On the Insert tab, in the Project group, click New Report
to open the Create New Report pane. Optionally, right-click a layer in the Contents pane and click New Report
to open the pane and have the report's data source set directly. - In the Create New Report pane, choose a template to define the report layout:
- Use an Esri default template—Choose between five default templates.
- Use a custom template—Browse to and select a custom report template.
- Click Next to provide a report name and set the data source.
- Click Next to filter the data and specify the fields in the report.
- Set the data filtering by choosing an option from the Rows menu:
- All rows—All data is used in the report.
- Filter by expression—Only data defined by a custom query is used in the report.
- Click Next to optionally group data and add sorting rules.
By default, grouping is in ascending order. Summary statistics (count, minimum, maximum, sum, mean, and standard deviation) can be added.
- Click Next to design the report styling and page setup.
Page setup options include page units, size, and orientation. You can also create custom page sizes or select a page size from a printer.
- Click Finish to create the report view.
If a field included in the report was removed from the data source at any time during this process, the report is automatically updated and you are notified at this time.
The report view opens. The Report tab is active on the ribbon, and the Contents pane reflects the list of subsections in the report section. Select a subsection to interact with and edit.
Add a new report using an Esri template
To add a new report to a project, do the following:
- On the Insert tab, in the Project group, click New Report to open the Create New Report pane.
Optionally, right-click a layer in the Contents pane and click New Report
to open the pane and have the report's data source set directly. - In the Create New Report pane, choose Use an Esri default template and select a template from the drop-down menu.
- Click Next to review or update the Report Name and Data Source options.
- Click Next to filter the data and specify the fields in the report.
- Set the data filtering by choosing an option from the Rows menu:
- All rows—All data is used in the report.
- Filter by expression—Only data defined by a custom query is used in the report.
- Click Next to optionally group data and add sorting rules.
By default, grouping is in ascending order. Summary statistics (count, minimum, maximum, sum, mean, and standard deviation) can be added.
- Click Next to design the report styling and page setup.
Page setup options include page units, size, and orientation. You can also create custom page sizes or select a page size from a printer.
- Click Finish to create the report view.
If a field included in the report was removed from the data source at any time during this process, the report is automatically updated and you are notified at this time.
The report view opens. The Report tab is active on the ribbon, and the Contents pane reflects the list of subsections in the report section. Select a subsection to interact with and edit.
Add a new report using a custom template
To add a new report to a project based on a custom saved template, do the following:
- On the Insert tab, in the Project group, click New Report to open the Create New Report pane.
Optionally, right-click a layer in the Contents pane and click New Report
to open the pane and have the report's data source set directly. - In the Create New Report pane, choose Use a custom template.
- Click the Browse button
and select a custom template file (.rptt). Alternatively, the drop-down gallery lists all templates saved in the default custom template location defined in the report options. - Click Next to provide a report name.
- Use the Browse button to set the data source for each report section. Alternatively, select (Remove section) to exclude a template section from the final report.
- Click Next to filter the data and specify the fields in the report.
- Set the data filtering for each report section by choosing an option from the Rows menu:
- All rows—All data is used in the report.
- Filter by expression—Only data defined by a custom query is used in the report.
- Click Next to connect any dynamic elements, such as charts or map frames.
If the chosen template does not include dynamic elements, this page is not provided.
- Click Next to include any supplemental pages.
If the chosen template does not include supplemental pages, this page is not provided.
- Click Finish to create the report view.
The report view opens. The Report tab is active on the ribbon, and the Contents pane reflects the list of subsections in the report section. Select a subsection to interact with and edit.