Create infographics and reports

Infographics and reports allow you to visualize and analyze key information about ArcGIS Business Analyst Web App sites. You can run predesigned templates or build custom infographics and reports. When you run an infographic or report, it is populated with data from Esri's demographic data portfolios, site attributes, and ArcGIS content. The resulting document can be exported, saved, and shared.

Run infographics

Business Analyst infographics present location information in a visually compelling form. You can create, modify, and export infographics that are included with Business Analyst, infographics shared with you by others, and custom infographics that you create. Infographics can be viewed in the app or exported and shared with others.

To run infographics, do the following:

  1. On the Reports tab, click Run Reports and click Run Infographics.

    The Infographics tab opens. If you have sites open on the Maps tab, they are selected in the Selected sites drop-down list.

  2. Click Add Sites.

    The Add Sites window opens.

  3. In the Add Sites window, choose sites from the following tabs: Recent, Currently on map, From layers, From projects, and Neighboring geographies. Optionally, click Search Search to find sites using a search term. Check the check boxes for the sites to include in the infographic.
  4. Click Apply.

    The sites are added to the Selected sites list.

  5. Optionally, expand the Selected sites drop-down menu to review the sites. Click Remove site Remove site next to a site to remove it from the selection.
  6. Under Select infographics to run, view the available infographics in the following sections. Click Expand Expand to view the contents of a section.
    • My infographics—Lists your custom infographics. Hover over an infographic for options to edit, share, or delete.
    • Shared infographics—Lists infographics shared with you by others. Hover over an infographic for the option to save it.
    • Standard infographics—Lists ready-to-use infographics.
  7. To select the infographics to run, use the following options:
    • Check the check box next to an infographic to add it to the Selected infographics table.
    • Click Filter Filter to filter the list by type. Use the toggle buttons to include or exclude categories of infographics in the list.
    • Click Search Search to search for infographics by name.
    • Hover over Sample Sample for a sample view of the infographic.
    • Hover over More information More information next to an infographic to view a brief description.
    • Click Add to favorites Add to favorites next to an infographic to add it to your favorite infographics, indicated by a yellow star Favorite. To remove an infographic from your favorites, click the button again.
    • To save a shared infographic to your account, hover over it and click Save Save.
    • Click Refresh Refresh to refresh the infographic list at any time and see the most up-to-date list of shared infographics.
    • To run your favorite infographics, click Run favorites. Those infographics are added to the Selected infographics pane and run immediately.

    The selected infographics appear in the Selected infographics pane. To remove an infographic from Selected infographics, click Remove Remove.

    By default, the In app/Export toggle button is set to In app.

  8. To run an infographic for a selected site, click Run now in the Select infographics table.

    The infographic opens in the infographic viewer. The site name is displayed on the ribbon at the top, next to the site detail: geography, polygon, or buffer size. For location-based sites, the smallest buffer is initially selected. For example, for a 10, 20, 30-minute drive time site, the 10-minute drive time is selected.

  9. Click the site detail to expand the drop-down menu with the following options:
    • For location-based sites, to view the infographic for one of the larger buffer sizes, select it in the list.
    • Click Compare with geographies to view a side-by-side comparison of the site with the geographies within which the site address is located. For sites in the United States, that is the ZIP Code, County, State, and USA. For polygon and geography sites, the centroid of the site determines the associated geographies.
    • Click Add sites to compare to open the Select Site dialog box and add more sites to the side-by-side comparison.
    • Turn on the Side by side comparison toggle button to view a side-by-side comparison infographic for all the sites and buffers. In this mode, click More options More options for any site or buffer for the following options:
      • Click Make benchmark to make it a benchmark.
      • Click Remove area from comparison to remove the selected site from the side-by-side comparison.
  10. Click Export infographic Export infographic on the ribbon to export the infographic.

    The Export Infographic window appears with the following options:

    • On the Export as drop-down menu, select PDF, Image, Dynamic HTML, or Excel as the export format.
    • Use the Add header and edit title, Add data source, and Add footer options, available with PDF and image formats.
    • Use Add interactive experience, available with Dynamic HTML format. This allows exploration of the variables in interactive panels in the infographic.
    • Select Export maps as static images, available with Dynamic HTML format. A static map image is exported instead of the dynamic map. This option can be used to export secured or private maps. Selecting this option significantly increases the export time.
    • Select Enable dynamic feature service query from HTML files, available with Dynamic HTML format. This option is available only when the infographic template you used includes one of the following:
      • A nearby table with a custom point feature layer
      • An infographic element with attributes from layers currently on the map, except when such attributes were used to create custom variables or calculations
    • Select Include map image in the Excel file, available with Excel format. This includes a map image in the exported Excel file.
    • Select Include interactive panels in export, available with Excel format. This includes all the data from the interactive panels in the infographic, in the exported Excelfile.
  11. When you are finished, click Create to export.
  12. Use the following additional options on the ribbon:
    • To view a different infographic for the site, click the infographic name to expand the infographics drop-down list and select a different one.
    • To view the infographic for a different site, click Change site Change site next to the site name to open the Select site window.
    • Click Edit infographic Edit infographic to open the infographic template and edit it.
    • In the My infographics section, click Share infographic Share infographic to share the infographic with others in the organization.
    • Click Print infographic Print infographic to print the infographic.
    • Click Close Close to close the infographic viewer.
  13. To run infographics in export mode, switch the In app/Export toggle button to Export.

    This is an alternative to viewing infographics in the infographic viewer in the app. When exporting, use the format drop-down menu to choose PDF, HTML, or both for each selected infographic. The default is PDF, which you can change in Preferences.

    • Click Export next to an infographic to run it. A Processing status is displayed and, when the infographic is ready, is replaced with Open report. Click Open report to view the infographic.
    • Click Export All to run all the selected infographics (up to a maximum of 100). In this mode, infographics are not opened in the app. For a PDF, click Open report to open it. An infographic run in HTML format is downloaded, and you can open the dynamic HTML file from its location on your machine. When you click Export All, all the infographics are downloaded to your machine as a .zip file.

Run reports

Business Analyst reports provide location information in several categories: business, consumer spending, demographics, maps, market potential, and Esri Tapestry Segmentation. You can create, modify, and export reports that are included with Business Analyst, reports shared with you by other users, and custom reports that you created. Reports can be formatted as PDF or Excel files.

To run reports, do the following:

  1. In the Reports tab, click Run Reports and click Run Classic Reports.

    The report interface opens. If you have sites open in the Maps tab, they are selected in the Selected sites drop-down list.

  2. Click Add Sites.

    The Add Sites window opens.

  3. In the Add Sites window, choose sites for the report from the following tabs: Recent, Currently on map, From layers, From projects, and Neighboring geographies. Optionally, click Search Search to find sites using a search term. Check the check boxes for the sites you want to include in your report.
  4. Click Apply.

    The sites are added to the Selected sites list. The Selected sites drop-down list displays the sites selected. Expand the list to review the sites. Click Remove site Remove site next to a site to remove it from the selection.

  5. Under Select reports to run, the available reports are listed in the following sections. Click Expand Expand to view the contents of a section.
    • My reports—Custom reports you have created. Hover over a report for additional options to edit, share, or delete it.
    • Shared reports—Reports shared with you by other users. Hover over a report for the option to save it.
    • Esri reports—Ready-to-use reports included with Business Analyst Web App.
  6. Select a report to run by checking its check box. Use the following options to find and work with reports:
    • Click Filter Filter to filter the report list by type. Use the toggle buttons to include or exclude categories of reports in the list.
    • Click Search Search to search for reports by name.
    • Click Sample report Sample report to open a sample view of the report in a new browser tab.
    • Hover over More information More information next to a report to view a brief description.
    • Click Add to favorites Add to favorites next to a report to add it to your favorite reports, indicated by a yellow star Favorite. To remove a report from your favorites, click the button again.
    • To save a shared report to your account, hover over it and click Save Save.
    • Click Refresh Refresh to refresh the report list and see the most up-to-date list of shared reports.
    • To run your favorite reports, click Run favorites. Those reports are added to the Selected reports pane and run immediately.

    The selected reports appear in the Selected reports pane. To remove a report from Selected reports, click Remove Remove.

  7. Optionally, provide a subtitle for the report in the Report subtitle field.
  8. Use the drop-down menu to choose the format as PDF, Excel, or Both. Click Run now next to a report to run that report individually. To run all the selected reports, click Run All. Optionally, if you have selected multiple reports, check the Create an all-in-one PDF report check box to create a single, combined report.
    Note:

    All-in-one PDF reports are only created for PDF files. If you create a report with both Excel and PDF reports, the Excel files are not included.

    A Processing status is displayed. When the report is ready, it is replaced with Open Report. When all reports are ready, the PDF Reports Created window appears.

  9. Click Open Report to view a report that has been run.
  10. If you checked the Create an all-in-one PDF report check box, use the following additional options:
    • Optionally, use the Share Reports window to specify other users with whom you want to share the all-in-one PDF report. Click Apply. All-in-one PDF reports can't exceed the 50 MB limit for sharing on ArcGIS Online.
    • When the Create an all-in-one PDF report check box is disabled, it indicates that the report size limit has been exceeded. There is a limit of 10 map reports and a total report limit of 60 for an all-in-one PDF. Delete some reports so that neither limit is exceeded.
  11. In the PDF Reports Created window, do any of the following to work with the reports. When you are finished, click OK.
    • Click an individual report name to open that report.
    • Click the All-in-one Report link to open the all-in-one PDF report.
    • To copy a report link to the clipboard, click Copy link Copy link.
    • To copy all links to the clipboard, click Copy All Links.

Usage notes

See the following notes for running reports:

  • Using map reports when creating all-in-one PDF reports results in large PDF files that take more time to run and download.
  • There is no limit to the number of reports you can run, except when the Create an all-in-one PDF report check box is checked. Up to six reports can be processed simultaneously. If there are more than six reports in the Selected reports pane when you click Run All, the first six start processing first, with the rest queued in Pending status. When a report is ready, the next pending report starts processing.
  • To run reports from multiple data sources in the same country (for example, ABS Census and Standard for Australia), you must enable that setting in the report preferences.
  • Currency symbols displayed in reports are based on your browser settings.

Set infographic preferences

You can set preferences for Business Analyst Web App in the app preferences. For running infographics, you can specify preferences for nearby locations tables, the default infographic template, export settings, and geography comparison settings. Administrators can set preferences for the entire organization.

To set infographics preferences, do the following:

  1. On the top ribbon, click Preferences Preferences.

    The Preferences window appears.

  2. Expand the Reports section, expand the Overall Settings section, and click Nearby Locations. Set the following preferences for nearby locations tables in infographics:
    • Use the Choose a default symbol for nearby locations on maps drop-down menu to set the default map symbol and its properties (for example, size) for nearby locations.
    • Use the Maximum number of locations in table field to specify the number of locations to display.
    • Use the check boxes to set preferences for the title, proportional size, and footer of nearby locations tables.
  3. In the Reports section, expand the Infographics section, and click Run Infographics. Set the following preferences:
    • Use the drop-down menu to select an infographic to display on site menus.
    • To set the display style, select Show full page, View in slide mode, or Compare all areas side by side.
    • Use the check boxes to specify site menu, interactive experience, and multiple data source settings.
  4. In the Reports section, expand the Infographics section, and click Export Infographics. Use the check boxes to set export preferences for PDF and image, HTML, Excel, and infographic batches.
  5. In the Reports section, expand the Infographics section, and click Comparison Geographies. Set the following preferences:
    • Click the color swatch next to a geography level to format its fill and border display settings.
    • Click Change labels font to format the label for the geography level.
  6. To restore the default settings, click Restore Defaults.
  7. To save your changes, click Save or, optionally, click Save and Close to close the Preferences window. To view your changes, refresh the app.

Set report preferences

You can set preferences for Business Analyst Web App in the app preferences. For reports, you can specify preferences for the overall settings, logos, nearby locations, default report and export format, and favorites. Administrators can set preferences for the entire organization.

To set the workflow preferences, do the following:

  1. On the top ribbon, click Preferences Preferences.

    The Preferences window opens.

  2. Expand the Reports section, expand the Overall Settings section, and click Settings, Logo, or Nearby Locations. Set the following preferences:
    • In the Settings section, use the Report subtitle field to provide a default subtitle for reports. Use the Dialogs check boxes to turn introductory pages, report ready, and sharing windows on or off. If you have created custom reports, click Show all out-of-date reports to view custom reports that have out-of-date variable year labels. You can use this link to launch the update process. This link is available only if you have at least one custom report or infographic that needs to be updated.
    • In the Logo section, click Add Logo to upload a logo to use in reports.
    • In the Nearby Locations section, use the Symbol drop-down menu to specify symbol shape, size, color, and border. Set the maximum number of nearby locations to include in reports.
  3. In the Reports section, click Classic Reports. Set the following preferences:
    • In the Report and Format section, select a default report and report format included in the site menu. To run reports from multiple data sources in the same country (for example, ABS Census and Standard for Australia), check the Allow reports to be run from multiple data sources in the same country checkbox (option not available for USA and Puerto Rico).
    • In the Batch Export Options section, use the check box to specify whether multiple files are downloaded as a .zip archive.
    • In the All-in-One Report Options section, use the check box to set creating all-in-one reports as the default behavior.
    • In the Detailed Data Aggregation section, use the check box to specify whether detailed data aggregation is used.
  4. In the Reports section, click Favorites. Edit the list of favorite reports.
  5. To restore the default settings, click Restore Defaults.
  6. To save your changes, click Save or, optionally, click Save and Close to close the Preferences window. To view your changes, refresh the app.