Design a report

The report designer is used to create both interactive and printable reports. After you've completed your analysis, updated symbol styles, and configured page settings, you can use the report designer to arrange the cards from your analysis into an effective report layout. You can also add contextual information using text boxes and images.

Note:

The cards from your workbook will appear in the report designer exactly as they were in the page view. If you want to create new visualizations or update the existing cards (for example, change the basemap or update the color palette), you must do that from the page view.

Design an interactive report

You can use the report designer to customize the layout of reports based on the screen size where the report is viewed. Interactive reports are published to your organization as a report item.

Note:

Interactive reports are designed for a single page in a workbook. If the workbook contains multiple pages that will be used for the report you must design each page individually.

1. Click the Report designer button on the workbook toolbar.

   By default, the report designer opens on the desktop screen size with the same layout as seen in the page view.

2. Rearrange the cards on the report and apply other design changes, including adding images or text boxes, reordering cards, aligning cards, and removing unnecessary cards.
3. Click the Tablet layout button or Phone layout button and repeat the previous step for those screen sizes, if necessary.
4. Follow the steps to publish the report item.

   Note:

   You only have to publish the report item once, even if you've customized layouts for multiple devices.

The report is created. If you've configured layouts for different device sizes, the report will automatically be displayed using the correct layout based on the screen on which it is viewed.

Screen sizes

Interactive reports can be configured for multiple screen sizes based on the standard size of common devices (desktop, tablet, and phone). The screen size for each device is controlled using customizable breakpoints. If more than one device layout is configured, the correct configuration will be displayed based on the width of the browser where the report is being viewed, rather than based on the actual device. For example, if a report is viewed on a desktop screen but the browser width is reduced below the tablet breakpoint, the tablet configuration will be used instead of the desktop configuration.

You can adjust the width of the device layouts by clicking and dragging the dotted line indicating the breakpoint. The following table describes the default breakpoints and visibility for each device layout:

Layout	Breakpoint	Visibility
Desktop	Default: 1440 px Supported range: 1101 px to 1920 px	Browser widths greater than the tablet breakpoint.
Tablet	Default: 1024 px Supported range: 501 px to 1100 px	Browser widths greater than the phone breakpoint, but less than or equal to the tablet breakpoint.
Phone	Default: 430 px Supported range: 300 px to 500 px	Browser widths less than or equal to the phone breakpoint.

Note:

Reports can be configured so the card layout is wider than the breakpoint. Adding cards beyond the breakpoint or viewing the report on a smaller browser size may result in horizontal scroll bars when viewing the report.

Design a printable report

Printable reports are published as a PDF.

A page limit for printable reports is set in the Settings tab on the home page. The default page limit is 100. If the page limit is exceeded, the report will be truncated. For more information, see Manage profiles in Insights in ArcGIS Online and Insights in ArcGIS Enterprise or Manage user settings in Insights desktop.

Note:

Printable reports are designed for a single page in a workbook.

1. Click the Report designer button on the workbook toolbar.
2. Click the Print layout button .

   A blank paper report is created.

   The cards from the workbook are available on the Cards tab in the content pane.

3. Click the arrow next to the Print layout button and choose a different paper size, if necessary.
4. Use the buttons on the side toolbar to make the following changes to the printable report:
   • Click the Page orientation button to change the page orientation between portrait and landscape. To change the orientation of a single page, select the page first then choose the page orientation. To change the orientation of the full report, deselect any pages by clicking an empty space outside of the report layout before choosing the orientation.
   • Click the Page margin button to change the margins on the page, including specifying custom margins. Depending on your app language, the margin measurements will be in inches or centimeters.
5. Drag cards onto the report page and drop them in the desired placement. If you are adding a table card, complete the following steps:
   1. Drag the table to the page and drop it in the desired placement.
   2. Click either Card or Multi-page table to choose how the table is added.

   For more information, see Printed tables.

   Note:

   Cards are added to a printable report as a snapshot of the card at the time the report designer was opened, including the card settings, symbol style, and filters that are applied to the card. To make changes to the card, click the Page view button to return to the page view, apply the updates, and return to the report designer.

6. Add more pages to the report using the Add page button or remove extra pages using the Remove page button , if necessary.
7. Apply other design changes, including editing headers and footers, adding images or text boxes, reordering cards, and aligning cards.
8. Follow the steps to print a report.

A PDF report is generated. The PDF can be saved to your computer or printed.

Edit headers and footers

Headers can be configured in printable reports to show your organization name and logo, the report title, and the date. Footers can be configured to show the page number and date.

Complete the following steps to add a header or footer:

1. Click the Edit header button (top of the page) or Edit footer button (bottom of the page).

   The Header or Footer pane appears.

2. Select a header or footer template.

   The header can be blank or have a combination of report title, date, and organization name. If the header template includes text and the workbook banner color has been updated, the background color and text color for the header are automatically updated to match the workbook banner.

   The footer can be blank or have a combination of page number and date. The footer has a white background by default.

3. Click the drop-down arrow for Background color and Text color and choose a color from the palette or enter a hex value, if necessary.
4. Complete the following steps to update the header text:
   1. Click the text for the organization name or report title to make it editable.
   2. Type your company name or report title.
   3. Highlight the text to change the font, including size, alignment, color, and stylization (bold, italics, and underline).
   4. Press Enter to apply the changes.
5. Complete the following steps to update the logo:
   1. Click the placeholder logo.
   2. Browse to and open an image from your computer.

      Note:

      Images cannot exceed 5 MB.

6. Complete the following steps to update the page numbering or date format:
   1. Click the page number or date.
   2. Choose a format from the menu.
7. Click the body of the report to stop editing the header or footer.

Printed tables

Table cards can be added to a printable report using two methods: card or multi-page table.

The Card option adds the exact table as it is visible in the workbook, including only the rows that can be seen on the card. Use this option if the full table is visible on the card (for example, if the dataset is filtered) or only the visible data is required in your report.

The Multi-page table option adds the table to a new page and inserts the number of pages required to display the full table in the report. The additional pages appear stacked under the first page of the table. Use this option if your table is too large to show on a card and you want all rows to be visible in your report.

Note:

Conditional formatting and sparklines are not supported for multi-page tables. All unsupported formatting will be removed from the table when it is added.

Limitations

Multi-page tables and page numbers only support Avenir Next World font. If a different font is used for a multi-page table, the font will be converted to Avenir when the PDF is generated.

Note:

Avenir Next World does not support Chinese, Japanese, or Korean characters. If unsupported characters are used in a multi-page table or page number, the characters will not display properly on the PDF.

Multi-page tables and page numbers do not support bidirectional text. Bidirectional text is required in Arabic and Hebrew when left-to-right texts and right-to-left texts are used simultaneously. For best results in Arabic and Hebrew language reports, choose a page number format that displays numbers only.

Insert images

Images, such as logos, diagrams, and photographs, can be added to your report to make communication more effective and to comply with branding guidelines.

Note:

Images cannot exceed 5 MB.

The following image formats are supported:

• PNG
• JPEG
• GIF

Complete the following steps to add an image to a report:

1. Click the Report designer button on the workbook toolbar to open the report designer, if necessary.
2. Click the Add image button on the workbook toolbar.
3. Click the position on the report where you want the image to appear.
4. Browse to and open an image from your computer.

The image is added to the report. You can drag the corners and edges to resize the image, if necessary. Press the Shift key while resizing the image to maintain the aspect ratio. You can also drag the image to a new position on the report.

Note:

Images added to an interactive layout (desktop, tablet, or phone) are not automatically added to print layouts, and vice versa. You can copy an image from one layout and paste it on a separate layout using the keyboard commands Ctrl+C and Ctrl+V.

Insert text

A text box can be used to add titles, headings, context, and captions to your report.

Complete the following steps to add a text box to a report:

1. Click the Report designer button on the workbook toolbar to open the report designer, if necessary.
2. Click the Add text button on the workbook toolbar.
3. Do one of the following:
   • Click in the report layout to create a default text box.
   • Click and drag in the report layout to create a custom text box.
4. Type or paste text into the text box.
5. Highlight the text to change the font, including size, alignment, color, and stylization (bold, italics, and underline).

The text box and text are added to the report. You can drag the corners and edges to resize the text box, if necessary. You can also drag the text box to a new position on the report.

Note:

Text boxes added to an interactive layout (desktop, tablet, or phone) are not automatically added to print layouts, and vice versa. You can copy a text box from one layout and paste it on a separate layout using the keyboard commands Ctrl+C and Ctrl+V.

Grid layout and snapping

Interactive and printed reports include a layout grid and allow grid snapping to aid in card placement. Both the layout grid and grid snapping are enabled in the report designer by default and will not be visible on the published report or PDF. You can turn off the grid settings by clicking the Canvas options button in the page footer and deselecting Layout grid or Snap to grid.

Align cards

Two or more cards can be aligned relative to each other.

Complete the following steps to align cards:

1. Press Ctrl while clicking to select multiple cards.
2. On the side toolbar, click the Align button .

   The Align pane appears.

3. Choose an alignment option from the list.

   The card alignment updates.

Change the card order

When more than one card is shown on a report, you can designate the order in which overlapping cards will appear. By default, the card order is the same as the order on the page view.

Complete the following steps to change the order of cards:

1. On the side toolbar, click the Content button , if necessary.
2. Click the Order tab.
3. Hover your pointer over the card, text box, or image for which you want to change the order.
4. Click the Move up or Move down button .

The order of cards on the report changes. You can also change the order of a card by right-clicking the card and choosing an option from the menu (for example, Bring to front or Send backward).

Remove a card from the layout

Cards can be removed from the report layout. Text and images that were added in the report designer are deleted if removed from the layout. Cards that appear in the page view (including images and text widgets) are removed from the layout but remain in the Cards tab.

1. Right click a card.
2. From the menu, choose Remove.

The card is removed from the layout. You can also remove an active card by pressing Delete on your keyboard.

Keyboard commands

Keyboard shortcuts are keys or combinations of keys that provide an alternative way to run a command that would typically be performed with a mouse. The following table describes the keyboard shortcuts and their associated functions that can be used to navigate the report designer:

Note:

For Mac keyboards, use the Cmd key in place of Ctrl.

Keyboard shortcut	Function
Ctrl+G	Group the selected cards.
Ctrl+Shift+G	Ungroup the selected group of cards.
Arrow keys	Move the active card.
Ctrl+C	Copy an image or text box.
Ctrl+V	Paste a copied image or text box.
Delete	Remove the active card from the layout.