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Creating mailing labels with reports with Geocortex Reporting 5 [Geocortex Tech Tip]

Designed specifically for Esri’s ArcGIS platform, Geocortex Reporting 5 consolidates maps, spatial data, and relational data from a wide range of sources. When it comes to putting together a custom report for your operation, there is no shortage of tools to help you produce exactly what you need to organize and share your data more efficiently.

In this week’s Geocortex Tech Tip, we explain how to create mailing labels with reports using Geocortex Reporting 5, and the various fields and display options that can be used to give it a unique look and feel.



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Video Transcript

“Hi everyone, my name is Houtan Emad and I’m with the technical marketing team. Today I’m going to show you how to create mailing labels using Geocortex Reporting 5. Let’s do this!

First, we’ll want to create a site using Geocortex Essentials and the Geocortex Viewer for HTML5. We will add our favorite basemap to the site. And then add our tax parcels layer as a map service. We will then modify the extent of the map to show the area of interest, and save the site.

Finally, we are going to add a viewer to our site, save it, and test it. We can see that by using the Out of the Box tools for the Viewer for HTML5, we are able to select parcels on the map.

Next, we are going to use Geocortex Reporting 5 to create Avery Standard 5160 mailing labels to add to our site. First, we’ll want to make sure that we have our Parcel data source added to the application. Then, we can engage the mailing labels wizard, and select the Avery Standard 5160 format. We’ll then set up the feature id parameters for our report. Add the Tax Parcels data source to it. And finally, connect the input parameters to the data source.

Once our data stream is set up, we can add fields like Owner Name, Site Address, and ZIP code to our report. We will save our report, share it, and copy the URL. 

Back in Essentials Manager, we want to add our mailing labels template as a “layer report” to the tax parcels layer. To do that, we will navigate to the parcels layer and edit it. Under the reports tab, we will add our report as defined by its ArcGIS item, give it a name, and a description. We will then save our site and launch it.

After selecting a group of parcels, we are able to use the “Run a Report” function from the selection’s context menu to launch our mailing labels.

That looks alright, let’s see if we can make it look better.

To introduce proper formatting for text overflows, we’ll add a table with 3 rows, and use expressions to stitch together the different fields that need to appear on the same line.

Finally, we’ll remove the borders for a cleaner look.

Let’s save it and test it again.

That’s looking pretty good. Catch you next time!”

Using Web AppBuilder? Discover how Geocortex Reporting can be used alongside it to enhance and extend your applications. Check out our webinar, Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting by clicking the button below.

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Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting [Webinar]

We’ve been hard at work developing ways in which Web AppBuilder can be augmented using Geocortex Reporting 5, one of our powerful 5-Series products that can be used within Esri’s Web AppBuilder for ArcGIS®. This technology delivers high quality, configurable reports that meet the needs of your end users, and we're excited to show you how it's done!


In the webinar below, we examine how Geocortex Reporting 5 enables you to streamline the way you gather, organize and share data through these powerful reports.

The webinar also includes an example of how the Massachusetts Department of Transportation used Geocortex Reporting 5 to consume data from multiple sources, including ArcGIS Server and SQL Server, to produce a robust and high-performing report for use in Web AppBuilder® for ArcGIS.

View our “Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting” below!


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How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

How to add and configure charts inside reports with Geocortex Reporting 5

When it comes to charting, Geocortex Reporting 5 offers a vast amount of highly-configurable options to better assist you with visualizing your data. Using the Chart Designer feature, you can enjoy total flexibility and control in what information you want to portray, and how you want it to look.

In this week’s Geocortex Tech Tip, we explore how to add and configure charts inside of a report using an example that highlights the land value and the improvement value of each tax parcel on our LA StreetMap server. 



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Video Transcript

“Hi everyone, my name is Patrick Fingler. I work in our technical marketing department, and today I’m going to show you how you can add and configure charts within your reports using Geocortex Reporting 5.

Let’s take a look!

Okay, so in this tech tip video, I'm going to show you how you can configure charts within your reports using Geocortex Reporting 5.

Here I am in the Geocortex 5 designer interface. I've logged in with an ArcGIS Online identity, I’ve got a number of data sources that I have configured, and in this example we’re going to configure a chart using the tax parcels layer on our LA StreetMap server. I have created the data source connection to this map service, I can test it to make sure that it is working, and the next thing I am going to do is create a new report.

I’m going to use the Layer Report Wizard which allows me to use an existing data source, and then select my LA StreetMap data source here, and select my Tax Parcels layer that I am interested in. The nice thing about using that wizard is that it will already create a parameter for my ObjectIDs. So now if I preview this quickly just to make sure it’s working, I can see that I am creating a report that’s being run on those four ObjectIDs that I passed in. It’s a super basic report, but we can identify that it’s working.

Now let’s look at the attributes for our data. I’ve got a tax parcels layer and a variety of different attributes, but I am going to create a bar chart highlighting the land value and the improvement value of each tax parcel.

To begin, I am going to select our chart port element and run the designer. The first step you are going to want to do is create a new series. This is where you can define the type of chart you want to create. I am going to create a bar chart and now the next step is populating the data within this series.

This series accepts two things: an argument and a value. The argument is what you want to display on the X-axis, so this is going to be my tax parcel IDs and the value is going to be, in this case, my land value. I might want to enter that in the legend text to ensure that we know what we’re creating a chart on. So that’s pretty basic and we can confirm that this is working by entering in some IDs. We should see a pretty basic chart that is displaying land value for those five tax parcels.

What you can see here though, is that the same chart is being repeated for each feature and that’s not really ideal in this scenario. So, what we are going to want to do is actually move this chart outside of the Detail band. In order to do that, I can navigate to this Actions panel and insert a report header which will allow me to copy or move this chart into the Report Header, so that it is only being displayed once on the first page.

So again, if I re-ran this, we’ll see that the charts are being only being displayed once rather than five times. So, let’s start configuring this chart a little bit more!

The next thing I might want to do is create a new series to show my improvement values. I’m going to create a new bar chart. You can see it side by side. It’s important to note that I am going to want to select the same argument because they’re both using reporting on the tax parcel IDs but the value in this scenario is going to be the improvement value. One thing to also highlight is that all of the values in this example - at least for a bar chart – are integer or double values. You can’t have string values in here, so that important to note.

I’m going to select the improvement value and I’m pretty happy with that. Optionally if I wanted to change the colors of each of these bar charts or series, I could then manually start changing the fill style, choosing the colors of it, and make it solid etc. But in this example, I’m going to just use the default colors.

If I click preview, click run, we’ll see that I’m starting to get values here. Now, I don’t really like them side by side, it takes up a lot of space, so I might want to actually change this from a bar chart to a stacked bar chart and I can do that because they’re using the same X-axis. So, in this example, I might want to change this from a bar to a bar stacked and it’s important to do this for both series. I'll change that from a bar to a bar stacked.

If I wanted to, I could also change the diagram or the axis titles by navigating into the primary axis and the primary Y-axis and adding a title. I’ll call the title for the x axis ‘Tax Parcels’. I’m going to set the visibility to True and the primary Y-axis is going to be the ‘Home Value’. And one thing I forgot to do is set the title for that. So, I’m going to go back into my series two and set the legend text to ‘Improvement Value’ so we know what we’re creating a chart on.

I'll click preview, and I’ve got a nice stacked bar chart. Now I could additionally change where the legend goes, I might want to move this over here, so it looks a little better. I might also want to create a chart for each specific feature. If you want to do that, there’s a little tip that I can show you.

I’m going to copy this chart into the detail band. What I’m going to do, is I’m going to add a filter so that we’re only showing the specific chart for each specific tax parcel. In order to do that, you are going to navigate on each series - it’s important you do that. And we’re going to navigate down the Data Filters section here. We’re going to create a data filter, and in this example, I’m going to set the input as the tax parcel ID (I could also use the object ID as well in this scenario).

I’m going to set the report value as also the tax parcel ID. It’s important again I do this on both series, otherwise it won’t work. If I click ‘OK’ and now click ‘Preview’, what we’re going to see is a report showing one chart that shows all five charts or series. For each detail, we’re showing just each specific one, so we’re kind of zooming into each of these. The second one is not going to have anything, and this third one is going to have is going to have a little bit more, fourth and fifth and so on.

That’s pretty much the charting configuration within Geocortex Reporting 5 in a nutshell.

Hope you enjoyed it. Thanks for watching!”

Want to learn more about how Geocortex Reporting can augment your Web AppBuilder applications? Check out our webinar, Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting.

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