Filter report data

A report is built from a data source that you define during the creation process in the Create New Report pane. By default, all rows and fields are included in a report. You can filter rows by constructing an SQL query. Uncheck the fields that you don't want in the report, and rearrange the order of the remaining fields as necessary.

Tip:

If a field alias exists for a field, it is automatically used as the column header when creating the report.

Filter data in the Create New Report pane when using an Esri default template

To filter the data used in a report that is based on an Esri default template, complete the following steps:

1. On the Insert tab, in the Project group, click New Report to open the Create New Report pane.

   Alternatively, right-click a layer in the Contents pane and click New Report to open the pane and set the data source of the report directly.

2. In the Create New Report pane, choose Use an Esri default template and select a template from the drop-down menu.
3. Click Next to provide a report name and set the data source.
4. Click Next to filter the data for the report.
5. Expand the Rows menu to set data filtering.

   You can choose from the following:

   • All rows—All data is used in the report.
   • Filter by expression—Only data defined by a custom query is used in the report.
6. Specify the fields to include in the report by unchecking any fields you do not want to use. Drag to reorder the selected fields.
7. Click Next to continue to the Organize the data options, or click Finish to generate the report view using the current configuration.

Filter data in the Create New Report pane when using a custom template

To filter the data used in a report that is based on a custom template, complete the following steps:

1. On the Insert tab, in the Project group, click New Report to open the Create New Report pane.

   Alternatively, right-click a layer in the Contents pane and click New Report to open the pane and set the report's data source directly.

2. In the Create New Report pane, choose a custom template on which to base the report.
3. Click Next to provide a report name and set the data source.
4. Click Next to filter the data for the report.

   If the custom template used in step 2 contains multiple report sections, each report section has its own filtering options.

5. Expand the Rows menu to set data filtering.

   You can choose from the following:

   • All rows—All data is used in the report.
   • Filter by expression—Only data defined by a custom query is used in the report.
6. Specify the fields to include in the report by mapping the fields from the data source to the fields expected by the template.
7. Click Next to continue to the Organize the data options, or click Finish to generate the report view using the current configuration.

Change report row filtering after creation

You can change the kind of row filtering a report section uses after report creation by completing the following steps:

1. Right-click the report name in the Contents pane and click Properties.
2. Click the Source tab.
3. Expand the Rows drop-down menu and choose from the following:
   • All rows—All data is used in the report.
   • Filter by expression—Only data defined by a custom query is used in the report.
4. Click OK to save the change.

Add fields to a report after creation

You can add fields to the Group Header or Details subsection of a report open in the report view by completing the following steps:

Note:

Fields added to the Group Header subsection only report their first encountered value.

1. Click the subsection of the report to which you want to add a field, using either the Contents pane or the report view to activate it.
2. On the Insert tab, in the Data group, click the Field button .

   The Insert Field Value window appears.

3. Choose the field to be added.

   If you choose a numeric field, you can also select numeric formatting.

4. If you are adding the field to the Details section, check the Add associated labels to header. option to create a label for the field in the above header also.
5. Click OK and draw a box where the field should appear.

The specified field is added as a dynamic element to the report at the designated location.