Import report templates

Available with Business Analyst license.

Report and infographic templates created in Business Analyst Web App can be imported into ArcGIS Pro and run through the Summary Reports tool using local data. Imported templates and their corresponding data become part of the installed Business Analyst dataset that is active in ArcGIS Pro and are only accessible through that dataset.

When you import a template, the following items are downloaded to ArcGIS Pro: custom data in SDCX format, any referenced geography layers, and the template itself. By default, templates and any included custom data are imported to the ArcGIS Pro project's home folder.

Import a report template

To import a report or infographic template to ArcGIS Pro, do the following:

1. Open ArcGIS Pro and sign in to your ArcGIS Online organization.
2. Set the Business Analyst data source to a local Business Analyst dataset.

   Note:

   The dataset you select in ArcGIS Pro must match the dataset used to create the template in Business Analyst Web App—meaning both the country and the release vintage must match.

   For example, if you built a template with variables from the Canada 2022 online dataset in Business Analyst Web App, you should select the CAN_ESRI_2022 installed Business Analyst dataset in ArcGIS Pro before importing the template.

3. Open the Catalog pane by clicking View in the ribbon, and click Catalog Pane from the Windows group.
4. In the Catalog pane, click the Portal tab and select a template:
   • To browse templates you created in the web app, click My Content and then open the Report Templates folder.
   • To browse templates shared to your organization or to specific groups, click My Organization or My Groups .
5. Right-click a report template and select Import Template in the contextual menu.

   A progress indicator is displayed during processing and the Import Template window opens upon completion. A message confirms success of the import and location of the file.

6. Optionally, change output locations, manage access to custom data, and view additional information by clicking the Advanced Import Settings button.
7. Click OK.

Upon completion of importing to ArcGIS Pro, the template is available for selection in the Summary Reports tool under the My Reports node of the Create Reports drop-down menu.

Advanced import settings

The Advanced Import Settings window provides information about the template, the associated Business Analyst dataset, and any included custom datasets. In this window, you can also define how included custom data is accessed. The window includes a General Information section, as well as additional sections that are displayed if custom data is included in the template.

The General Information section provides the following information about the template:

• Report Name—The title of the imported report template.
• Source Country—The country for which the report can return data.
• Source Hierarchy—The version of boundaries for which the data was built.
• Local Dataset for Imported Template—The installed Business Analyst dataset that must be active in ArcGIS Pro in order to access the report template through the Summary Reports tool.
• Imported Variables Count—The number of variables included in the template.

If the report template contains custom data, the window includes additional sections representing each statistical data collection with variables included in the template. These sections are titled with the name of the corresponding statistical data collection. The sections contain the following information and options about each custom dataset:

• Source feature service URL—URL of the online custom dataset.
• Imported Variables Count—The number of variables from the custom dataset that are included in the template.
• Import or Use Existing SDCX File—Defines how custom data is accessed. A drop-down menu allows you to choose between downloading the SDCX to your local machine or accessing the variables from a different SDCX that exists on your machine. The default is to import the SDCX. You can change this by first selecting Reference Existing Local SDCX from the Import or Use Existing SDCX drop-down menu and then clicking the folder button next to the Existing local SDCX location parameter. Lastly, browse to and select your existing local SDCX and click OK.
• New local SDCX location—The location and name of the SDCX to be downloaded.
• Existing local SDCX location—Folder button that allows you to browse to your existing local SDCX containing the variables from this custom dataset that are included in the template.

Click OK to close the Advanced Import Settings and Import Template windows. This initiates the download of custom data and applies your changes.