The information displayed in a report comes directly from geographic data attribute information or from a stand-alone table. Adding a report to a project creates a report view for designing and editing a report. As with other project items, you manage reports from the Catalog pane.
Use the Create New Report pane to choose a template, and customize the fields and design of the report. Click Next to move through each step of the creation process. You can click Finish at any time to accept the default values and create the report.
You can do the following in the Create New Report pane:
| Action | Description |
|---|---|
Choose the template that defines the report appearance. Required. | |
Name the report and select the data source. Required. | |
Specify the fields and rows to use in the report. Optional; all data is included by default. When using templates that require field mapping, an attempt is made to match fields with values. Update as needed or select (Remove item) from the top of the drop-down list to remove a field from the report. | |
Add field grouping, if applicable, sorting, and summary statistics, if applicable, to the report. This is only available when using an Esri template, as custom templates include these options. Optional; none included by default. | |
Change the report styling, page size, and orientation. This is only available when using a nonmailing label Esri template, as custom templates include these options. Optional; defaults are provided. | |
Connect dynamic chart and map frame elements with an underlying source. This is only available when using a custom template that includes a dynamic element. If any dynamic elements are not connected, those elements are dropped when the report is created. | |
Designate the layout or layout files that are to be used as supplemental pages. This is only available when using a custom template that includes a supplemental page. If any dynamic elements are not connected, those elements are dropped when the report is created. |
Add a new report using an Esri template
To add a new report to a project using an Esri template, complete the following steps:
- On the Insert tab, in the Project group, click New Report
to open the Create New Report pane. Optionally, right-click a layer in the Contents pane, and click New Report
to open the pane and have the report's data source set directly. - In the Create New Report pane, choose Use an Esri default template and select a nonmailing label template from the drop-down menu as follows:
- Attribute List
- Attribute List with Grouping
- Basic Summary
- Basic Summary with Grouping
- Page per feature
- Click Next to review or update the Report Name and Data Source options.
- Click Next to filter the data and specify the fields in the report.
- Set the data filtering by choosing an option from the Rows menu as follows:
- All rows—All data is used in the report.
- Filter by expression—Only data defined by a custom query is used in the report.
- Click Next to, optionally, group data and add sorting rules.
By default, grouping is in ascending order. Summary statistics (count, minimum, maximum, sum, mean, and standard deviation) can be added.
- Click Next to design the report styling and page setup.
Page setup options include page units, size, and orientation. You can also create custom page sizes, or select a page size from a printer.
- Click Finish to create the report view.
If a field included in the report was removed from the data source at any time during this process, the report is automatically updated and you are notified.
The report view opens. The Report tab is active on the ribbon, and the Contents pane reflects the list of subsections in the report section. Select a subsection to interact with and edit.
Add a new mailing label report using an Esri template
To add a new mailing label report to a project using an Esri template, complete the following steps:
- On the Insert tab, in the Project group, click New Report to open the Create New Report pane.
Optionally, right-click a layer in the Contents pane, and click New Report
to open the pane and have the report's data source set directly. - In the Create New Report pane, choose Use an Esri default template and select a mailing label template from the drop-down menu as follows:
- Address (1" x 2-5/8")
- Shipping (5-1/2" x 8-1/2")
- Click Next to review or update the Report Name and Data Source options.
- Click Next to filter the data and specify the fields in the report.
- Set the data filtering by choosing an option from the Rows menu as follows:
- All rows—All data is used in the report.
- Filter by expression—Only data defined by a custom query is used in the report.
- Use the drop-down menus to specify a source field for each template field.
Select (Remove item) from the top of the drop-down menu to remove a field from the report.
- Click Next to, optionally, add sorting rules.
- Click Finish to create the report view.
If a field included in the report was removed from the data source at any time during this process, the report is automatically updated and you are notified.
The report view opens. The Report tab is active on the ribbon, and the Contents pane reflects the list of subsections in the report section. The width of the Details subsection is proportionally smaller and will repeat as multiple columns when exported. Select a subsection to interact with and edit.
Add a new report using a custom template
To add a new report to a project using a custom saved template, complete the following steps:
- On the Insert tab, in the Project group, click New Report to open the Create New Report pane.
Optionally, right-click a layer in the Contents pane, and click New Report
to open the pane and have the report's data source set directly. - In the Create New Report pane, choose Use a custom template.
- Click the Browse button
, and browse to and select a custom template file (.rptt). Alternatively, use the drop-down gallery, which lists all templates saved in the default custom template location defined in the report options.
- Click Next to provide a report name.
- Use the Browse button to set the data source for each report section.
Alternatively, select (Remove section) to exclude a template section from the final report.
- Click Next to filter the data and specify the fields in the report.
- Set the data filtering for each report section by choosing an option from the Rows menu as follows:
- All rows—All data is used in the report.
- Filter by expression—Only data defined by a custom query is used in the report.
- Click Next to connect any dynamic elements, such as charts or map frames.
If the chosen template does not include dynamic elements, this page is not provided.
- Click Next to include any supplemental pages.
If the chosen template does not include supplemental pages, this page is not provided.
- Click Finish to create the report view.
The report view opens. The Report tab is active on the ribbon, and the Contents pane reflects the list of subsections in the report section. Select a subsection to interact with and edit.