Advanced Report – Create customized reports for one or multiple indicators

 

You can create a customized report that will suit your preferences and provide data for multiple indicators.

To Create a Report

  1.  Navigate to your area of interest.   

  2. In the  submenu click image15.jpg  and then select Advanced Report. The Advanced Report window displays.

  3. In the  Report Title text field enter the Report Title.  This is optional but highly recommended to give the report a meaningful identifier.

     

  4. Select Geography for which you want to perform your analysis.  The options available to select depend on the zoom level selected and the data you’ve licensed.  

     

     

    Geography

    Minimum Zoom Level

    State

    4

    DMA

    4

    Congressional District

    4

    Metro  Area

    4

    County

    4

    ZIP Code

    5

    Populated ZIP Code

    5

    Census Tract

    8

    Block Group

    10

    Block

    14

     

  5. Optional - Select the Add to Report check box to include the name of an additional higher level geography in report. Options listed depend on license and current geography selected.  Custom Geography names may also be included in report when the selected geography is the same as the one used to define your custom uploaded geography.

  6. Select year check box(es).  Selection of years hides and reveals indicators displayed in the corresponding databases.

  7. Select data type, either counts and/or percentage check box. Selection of data type hides and reveals  corresponding indicators.

  8. Under Indicator, click plus.gif to  expand American Marketscape DataStream, Consumer Spending Dynamix, User Defined or corresponding  database .

  9. Click the plus (+) next to the  g.png to expand Groups.  Continue to expand Groups until individual indicators display. Please refer to the GIS Reference Guide, for a list of all indicators or use the Search feature to locate desired information. Various symbols display next to indicators :

    i.png

    		 numeric indicator

    p.png

    		 percentage indicator

    unlic.png

    		 unlicensed indicator

    ui.png

    		 uploaded data indicator

    vi.png

    		 virtual indicator

    id.png

    		 disabled numeric indicator because indicator is not available at the Geography level currently  selected

    pd.png

    		 disabled percentage indicator because indicator is not available at the Geography level currently  selected

    uid.png

    		 disabled uploaded data indicator because currently selected Geography does  not match data uploaded

    image37.gif

    		 Virtual indicator that has been shared with you.

     

  10.  Select your Indicators from the list then click Add to include the indicator in the Selected Indicator(s) list. Note - Not all categories and indicators are available for all geographical levels and percentages.  An example of this indicator is Total Population, which is only available for Counts but not for Percentages.

  11. Continue repeating steps 7 and 8 until all information you need has been selected. Maximum of 30 indicators may be selected.

                          image95.jpg

  12. To remove an indicator from the Selected Indicator(s) list box, select the indicator and click Remove.

  13. Click the image9.gif button or image10.gif button to reorder the sequence of information needed for the report. Report displays in the same order that is seen in the Selected Indicator(s) box.

  1. Click Create Report to view data in tabular format.

  2. System displays a new  pop-up  window or tab showing the data in a grid form where you can sort it online or download to Excel for further adjustments or printing.

  3.  To sort the report in descending order, click on the column header you want the report to be sorted by.  Click the column heading again to sort in ascending order.

  4. To swap columns and rows in the report window, at the bottom of the window  click Transpose  image72.gif   icon.   Note the transpose function only modifies the layout of report in the preview window, the report exports to Excel in original format. 

  5. To export to Microsoft Excel, click the image18.gif icon on the lower right-hand corner next to Download Report.

  6. To save the report to your account for later retrieval from My Projects, click the  image3.jpg on the lower right-hand corner next to Save Report.

Note - Advanced report will also apply any conditional filters entered in Map Query.  Parameters entered in Map query will display below the Report Title.


 Create User Defined Group with List of Selected Indicator

 

User-defined groups let you create your own virtual category by letting you group together indicators from different categories.  This is a useful feature as it lets you save a set of indicators that you use often in analysis thus saving you time from having to select each individual one every time you run a report.

  1. To create a user defined group with the indicators currently selected in the Advanced Report window, click the  Create User Group image43.jpg icon found above the Cancel button.

  2. The User Defined Group window displays.  In the Group Name text box enter the name of your user-defined group

image25.gif

  1. At the bottom of window click Add to create your user-defined group.