Run infographics and reports

Infographics and reports allow you to visualize and analyze key information about your sites in ArcGIS Business Analyst. You can run standard Esri templates or custom templates you built in Business Analyst Web App.

In Business Analyst Mobile App, you can run any available report or infographic template for a site open on the map. When you run an infographic or report, it is populated with data from Esri demographic data portfolios, site attributes, and ArcGIS content. The report and infographic templates available depend on your role and the organizational settings your administrator has created for that role.

Note:

Running infographics and reports consumes credits. See Credits in the Business Analyst Web App documentation for more information.

Run an infographic

Business Analyst infographics present location information in a visually compelling format. You can run infographics that are included with Business Analyst, infographics shared with you, and custom infographics that you created in Business Analyst Web App.

To run an infographic, do the following:

  1. Create a site and tap Site options Site options.
  2. Tap Run Reports Run Reports button.
  3. On the Infographics tab, in the Choose report section, tap one of the folders to view the infographics available:
    • Favorite Infographics—Infographics you marked as favorites in Business Analyst Web App.
    • My Infographics—Custom infographics and infographics added from the gallery.
    • Esri Infographics—Predesigned infographics included with a Business Analyst subscription.
    • Shared Infographics—Infographics shared with you by others in your organization.
  4. Tap the name of an infographic to run it for the site.
  5. Optionally, modify the infographic view by doing one of the following:
    • Tap the Fit width drop-down list to adjust the zoom level.
    • Tap the Site area drop-down list to select a different area for sites that include multiple rings, drive-time areas, or walk-time areas.
    • When the infographic has a map panel, use the Lock button Lock button on the map to enable and disable panning and zooming the map. Use the Settings button Settings button to check or uncheck the Show legend check box.
  6. To export the infographic, click Export infographic Export on the ribbon and do the following:
    1. From the Export as drop-down menu, leave the default option, PDF.
    2. Optionally, check the check boxes for the Add header and edit title, Add data source, and Add footer options.
    3. Click Create PDF to export.
  7. To close the infographic, click Close Close.

Run a report

Business Analyst reports provide location information in several categories: business, consumer spending, demographics, maps, market potential, and Esri Tapestry Segmentation. You can run reports that are included with Business Analyst, reports shared with you by other users, and custom reports that you created in Business Analyst Web App.

Reports are viewed on mobile devices as PDF files. Generating a report uses 10 credits. Viewing a report sample does not use credits.

To run a report, do the following:

  1. Create a site and tap Site options Site options.
  2. Tap Run Reports Run Reports button.
  3. On the Classic Reports tab, in the Choose report section, tap one of the folders to view the reports available:
    • Favorites—Reports you marked as favorites in Business Analyst Web App.
    • My Reports—Custom reports.
    • Esri Reports—Predesigned reports included with a Business Analyst subscription. These reports include a Preview option Preview button next to report names that displays a PDF sample of the report, as well as a Filter option to filter the reports by category.
    • Shared Reports—Reports shared with you by others in your organization.
    • Previously Run Reports—Reports you have run previously for this site.

    You can search for reports by tapping the Search button Search button or view credit usage information by tapping the Info button Info button.

  4. Tap the name of a report to run it for the site.

    The report is created by your device's PDF viewer app and is accessible in the Previously Run Reports section.