Set the template type

Templates allow you to predetermine element placement and appearance in a report—for example, where in the report header a title is located or how summary statistics are arranged in a group footer. In the first step of report creation, you can create a report from either an Esri default template or a saved custom template. All elements and properties are customizable after report creation using format properties. Re-create the report to use a different template.

There are five Esri default templates:

• Attribute List—Generates a list of rows, with columns for the chosen attributes.
• Attribute List with Grouping—Generates a list of rows, with columns for the chosen attributes, grouped by a unique field.
• Basic Summary—Generates a list of the specified summary statistics. No individual rows are listed.
• Basic Summary with Grouping—Generates a list of the specified summary statistics, grouped by a unique field. No individual rows are listed.
• Page per feature—Generates a separate page for each feature, listing the chosen attributes.

Alternatively, a unique report definition can be shared as a report template file (.rptt) or created from scratch. The resultant file can then be used as a custom template when creating a report.

Create a report using an Esri default template

Follow these steps to use an Esri default template to create a report:

1. 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.

2. In the Create New Report pane, click the Use an Esri default template button and choose a template from the drop-down menu:
   • Attribute List
   • Attribute List with Grouping
   • Basic Summary
   • Basic Summary with Grouping
   • Page per feature
3. Click Next to provide a report name and set the data source.
4. Click Next to filter the data and specify the fields in the report.
5. Click Next to optionally add sorting rules and, if a grouping template was chosen, group the data.
6. Click Next to design the report styling and complete the 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.

7. Click Finish to create the report view.

   • If a template with grouping is selected but grouping is not established when organizing the data in the Create New Report pane, grouping is not included in the report.
   • 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.

Create a report using a custom template

Follow these steps to use a custom report template file (.rptt) to create a report:

1. On the Insert tab, in the Project group, click New Report to open the Create New Report pane. Alternatively, right-click a table or layer in the Contents pane of a map or right-click the Reports folder in the Catalog pane.
2. In the Create New Report pane, click the Use a custom template button.
3. Click the Browse button to browse to the saved report template file (.rptt) Alternatively, the drop-down gallery lists all templates saved in the default custom template location defined in the report options.
4. Click OK to confirm the selection and return to the Create New Report pane.
5. Click Next to review or update the Report Name and set the data source for each report section.
6. Click Next to filter the data and specify the fields in the report.
7. If the template included dynamic elements, click Next to connect any charts or map frames.
8. If the template included supplemental pages, click Next to designate the layout or layout file.
9. Click Finish to create the report view.

   If a template with grouping is selected but grouping is not established when organizing the data in the Create New Report pane, the group header is removed in the report.

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.