Create, edit, and view mission reports

Reports are authored by mission analysts and completed by mission members. Reports are used to organize, communicate, and record information that has been identified as relevant to the mission. There are two types of reports: the Mission Report and the Sensor Report. This topic contains workflows for using mission reports. For information about sensor reports, see Create and view sensor reports.

On the Reports tab in Mission Details, mission reports are displayed by default. A list of available mission reports is displayed and includes the title, description, and whether the report is active or inactive. Click the report to display a read-only version of the report.

The Tactical Summary Report is a default report created when you create the mission. Additionally, mission owners and administrators can create custom reports or use previously created report templates for their mission. A mission report item and associated hosted feature layer are created in your portal each time a custom report is created.

Preview a report

To preview a report, complete the following steps on the Mission Details page:

1. Click the Reports tab.
2. Click the report you want to preview.

   A read-only sample version of the report appears. Only one report can be previewed at a time.

3. Click Close to close the report.

Create a report

If you are a mission owner or an administrator, you can create a custom report for your mission. This workflow allows you to create a report with different fields, in any combination or number. These reports can optionally be assigned to a task in the mission analyst experience.

Field types

There are multiple field types you can use in your report. You can add as many fields as you want in your report. Any field you add can be set as a required field. The supported field types are as follows:

• Single Line Text—Supports a short, free text response.
• Multi-line Text—Supports a long, free text response.
• Number—Supports integer values.
• Single Choice—Supports a user selecting one choice as an answer. A minimum of two choices are required.
• Date and Time—Supports entering a date and time.
• Drop-down List—Supports selecting a choice through a drop-down menu. A minimum of two choices are required.
• Button—Supports selecting a single choice by tapping or clicking a large button.

Additionally, you can enable attachments on your new reports layer by turning on Enable Attachments. This allows mission members to add .jpeg and .png attachments when submitting their report. It is possible to create a report that only requires attachments. To do so, add a valid report title and description, enable attachments, and publish.

Create a custom report

You can create a report through a form by giving your report a title, a description, a custom icon, and multiple field types. To create a report, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Click Create .

   The report creation form appears.

5. Provide the following required information:
   • Title
   • Description
6. Select a field to add from the list on the left. It will appear as part of your report, under the title and description.
7. Type a name for your field in the Untitled field text box.
8. Optionally, mark the field as required by checking the Required Field check box.
9. After providing a valid title for the field, a button with more options will be available.

   Select this to configure various field properties, such as a character limit, default response, or minimum and maximum number values.

   Note:

   The properties vary for each field type.

10. Repeat steps 7 through 9 as needed. You can have as many fields as you want.
11. To enable attachments on the report layer, turn the Enable attachments toggle button (under the title and description) to On.
12. Optionally, change the report icon by clicking the edit button. See the Change report symbols section below.
13. Click Preview to view a preview of your report as you complete your form. You can do this any time a change is made.
14. Click Publish once you are done creating your report. Click Cancel to return to the initial report creation page.

    A modal with additional steps appears.

15. Add any tags of your choice to allow searches in the future and choose to share your report to your organization to be used as a template in other missions.
16. Click Publish to publish your report. Click Cancel to return to the report creation form.

    A dialog box appears with a status bar. A message indicates whether the report creation is successful or fails. After a successful report publication, you are returned to the Reports tab.

You can create as many reports for your mission as you want.

Create a report from a template

You can use a report template shared to your organization as a quick way to create a report for your mission. To create a report from a template, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Click the Create Report from a Template button.

   A dialog box appears with all report templates available to you in your organization. The templates are displayed with the report title, description, report author, and creation date.

5. Select a report to preview the report fields. Click Create to configure this report for your mission.

   On the Create New Report page, the report fields are prepopulated. You can add, edit, or remove fields; change the report title and description; or edit the report icon.

6. Add any tags of your choice to allow searches in the future, and choose to share your report to your organization to be used as a template in other missions.
7. Click Publish to publish your report. Click Cancel to return to the report creation form.

   A dialog box appears with a status bar. A message indicates whether the report creation is successful or fails. After a successful report publication, you are returned to the Reports tab.

You can use as many report templates as you want to create reports in your mission.

Change report symbols

Report symbols have several options that allow users to customize the way a report appears on the map. The default report symbol is a red diamond, but users are encouraged to create custom symbols for each report they create to visually differentiate them.

Single Symbol report icons

Most reports use a single symbol to mark the report on the map. Users can select from Basic Shapes, Mission Icons, and Custom Web Styles icons.

• Basic Shapes—Polygons that users can customize; customization options include color (both fill and outline), line thickness, and icon size.
• Mission Icons—A selection of symbols that can be used for a report; the only customization option is icon size.
• Custom Web Styles—Supported if they are published to your organization's portal; the only customization option is icon size.

Note:

Custom web styles can be made available for use by doing the following:

• Adding the web style itemId in the Admin Settings page, located in the user drop-down menu for portal administrators.

  Using the web styles configuration tool, users can select Add from Portal and any available web styles can be added by checking them. Doing so will make the web style available in every mission.

After creating the symbol, click Save to assign it to the report you are creating.

Unique Value report icons

Certain mission reports have the option to use different icons depending on the result of the report. In a report using the Single Choice or Drop-down list, each answer given as part of the field can be assigned its own icon. To use the Unique Value report icons, complete the following steps:

1. Follow the Create report form workflow (see above) to step 11, skipping step 7.

   Be sure to include the Single Choice or Drop-down list report fields, if not both.

2. Click the edit button to open the Edit Report Icon dialog box.
3. Click the Unique Values option.
4. Select the field you want to assign a unique symbol to (displayed by title).
5. From the list of answer options, select the one you want to customize.
6. Create a symbol you want to assign to the selected answer.

   To do this, use the options described in Single Symbol report icons above to customize the symbol.

7. Repeat steps 4 through 6 for each answer you want to assign a symbol to.

After assigning the unique values, click Save to assign them to the report you are creating.

Configure field properties

You can configure the following properties for each report field:

• Character Limit—Choose a maximum character limit for text fields. Mission members will not be able to type responses that exceed the character limit.
• Default Response—Set a default response to the report question. This will be prepopulated in the report field when mission members submit the report.
• Number Range—Define a minimum and maximum range for number fields. This will restrict mission members to a number that falls within the range you set.

Edit a report

As the owner of a published report, you can open the existing report and adjust key aspects. Adjustments allowed include the following:

• Adding a field
• Editing text in a field, description, or question
• Reordering report fields, and editing the icons of a report

Note:

Deleting an existing field and editing a domain is not permissible.

Edit text

To edit the text in an existing report, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Identify an existing report from the list that you want to update.
5. Hover over the report and select the edit button to enter an editable state.

   The report will open with a modal that lets you know you have enabled editing.

6. Select the edit button by any of the text fields.
7. Edit the text as necessary.
8. Press Enter to confirm.
9. Optionally, select Preview to ensure the changes are correct.
10. Once satisfied with the changes, select Update.

    A modal appears, asking you to confirm you want to update the report with changes.

11. Click Update to confirm.

Edit icons

To edit an icon in an existing report, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Identify an existing report from the list that you want to update.
5. Hover over the report and select the edit button to enter an editable state.

   The report opens with a modal that lets you know you have enabled editing.

6. Select the edit button next to Edit Report Symbols.
7. Edit the style of your icons as desired.
8. Click Save to save your changes.
9. Optionally, select Preview to ensure the changes are correct.
10. Once satisfied with the changes, select Update.

    A modal appears, asking you to confirm you want to update the report with changes.

11. Click Update to confirm.

Add a new field

To edit an icon in an existing report, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Identify an existing report from the list that you want to update.
5. Hover over the report and select the edit button to enter an editable state.

   The report opens with a modal that lets you know you have enabled editing.

6. Under Add Fields, select a new field type to add.
7. Scroll to the bottom of the report to find your added field.
8. Complete a new field as desired.
9. Optionally, select Preview to ensure the changes are correct.
10. Once satisfied with the changes, select Update.

    A modal appears, asking you to confirm you want to update the report with changes.

11. Click Update to confirm.

Reorder fields

To reorder a field in an existing report, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Identify an existing report from the list that you want to update.
5. Hover over the report and select the edit button to enter an editable state.

   The report opens with a modal that lets you know you have enabled editing.

6. Select the field you want to reposition.
7. Click and then drag vertically in either direction to establish the new position. .
8. Optionally, select Preview to ensure the changes are correct.
9. Once satisfied with the changes, select Update if you are editing or Publish to create a new field..

   A modal appears, asking you to confirm you want to update the report with changes.

10. Click Update to confirm.

Set a report as active or inactive

You can set reports to either active or inactive status. Setting a report to inactive will not remove it from the mission, but it will make it inaccessible to users until it is made active again. To set a report as active or inactive, complete the following steps:

1. Click View Missions.
2. Click Mission Details for the mission.
3. Click the Reports tab.
4. Select the report whose status you want to change.
5. Click the status to display the status dialog box.
6. Click the status you want to put the report in.

   A dialog box appears, asking you to confirm.

7. Click Confirm.

   A notification appears, stating that you have successfully changed the report status.