Diving Into Geocortex Reporting 5 [Geocortex Tech Tip] - Geocortex

Diving Into Geocortex Reporting 5 [Geocortex Tech Tip]

Ryan Cooney
Ryan Cooney
Product Owner
January 28, 2019

Whether it’s broad information or a very specific set of data sources, Geocortex Reporting 5 has all the tools you need to create sophisticated reports in a way that suits your exact requirements.

By using the web-based Geocortex Report Designer, you can utilize a variety of tools to help you organize your data and present your spatial insights using charts, tables, and other layouts. These reports can then be shared with your end users to produce on-demand, print-ready PDFs about maps and features based on the data being used from the user’s session.

For an introductory overview of how to get started with Geocortex Reporting 5, we wanted to share a previous Geocortex Tech Tip we put together back when Geocortex Reporting 5 was first released. You’ll learn more about the fundamentals of generating a report, layer selection, adding basic fields, including images, and more!

Check out the video below and discover just how simple it is to dive into Geocortex Reporting 5.

Watch on YouTube.

Video Transcript

“Hi, my name is Ryan Cooney and I am the product owner of Geocortex Reporting! Today, I’d like to give you a sneak peek of what this product is, how you can use it and how you would deploy it in your applications. Let’s have a look!

Geocortex Reporting is a product that you can use with Geocortex Essentials applications, WebApp Builder applications or you could just use it on its own.

First thing about it is that it’s a web-based interface for authoring your reports. I am going to sign in into this using my ArcGIS identity and this can use my ArcGIS Online or you can use your own intranet ArcGIS Portal or ArcGIS Enterprise.

Now, the experience that we are going to get inside Geocortex Reporting is very similar to the experience that we get inside Geocortex Workflow. They share some common themes and patterns.

We can see here on the dashboard that I’ve got some options for creating new reports. I can also see my recent reports, where I can browse my own items and find reports that are stored as items in ArcGIS online in this case.

I’m just going to create a brand-new blank report. What I get is a design surface that allows me to drag-and-drop components of this tool box onto the design surface. If I wanted to add a title to our report, I could just add one here. I can resize it and do various things to modify the appearance of this. If I wanted to change the font size, I’ve got all kind of controls to take care of that.

Now, that’s something very simple like a title but, pretty much all the reports that people want to author are going to be bound to some sort of data.

For my example today, I’m going to show you a map service provided by Esri.  It has got an ambulance layer, so if I wanted to create a report based on ambulances, I’m going to need a data source, and we are able to set-up data sources that point to various ArcGIS or relational database services. In this case, what I am going to do is add one of those databases.

This wizard is going to explore that ArcGIS Server service and present a list of all the layers, fields, etc. that are available to report on. So, if I select all the fields from the ambulances layer, and add that to my report, it now shows up being a list that I can explore here. I can drag in components from the database into my report, so if I want the object ID field to be rendered in this part of the report, I can do that. I can save the report.

Now, this is going to save an item in ArcGIS Online that represents this report and I can preview this report. I can see that in this case we’re just pulling down each record so, I’ve got object IDs and the names of this.

This is pretty simple to get up and running with a basic report that’s pulling data from an ArcGIS layer. There are all kinds of things we can do; there are expressions that allow us to manipulate how the field value is added.

Here is it a raw object ID, but if I wanted to do some string concatenation or any kind of format and calculated fields, I’ve got power of expressions to be able to do that. There are labels of different kinds

of controls like check boxes and things that represent different states. You can add images either from a file or a URL and again these can be controlled with expressions. You can add map images of the feature. In this case, this is a layer with geometry, so we can add a map image that represents that feature. There are all kinds of boxes, lines, tables, charts, barcodes, and all kinds of things that you could expect out of reporting software. This is all available in here.

I will just quickly show you a more complete example that I did earlier.

This one is a little more nicely formatted. It’s got some lines and it’s got a function that represents the date and some nicely organized information here and a map image.

I will just quickly show you this, running in a WebApp Builder application. These yellow markers on the map represent the ambulances from that layer and there are a few ways to do this, but I can evoke the report from the action menu built into WebApp Builder. I can run that report and I will be able to see that come up.

I am showing you WebApp Builder here, but there is also in the Geocortex HTML 5 Viewer, a similar sort of experience that is integrated in the results, listing tables.

I can see my formatted report with the raw data with a map image, highlighting the specific feature.

Just a quick preview of what this reporting product is all about!”

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

Watch Webinar


Categories:
Archive
Open: 2018
2018
December 21, 2018

Integrating Pictometry, Bing and other 3rd party maps within your Geocortex applications

December 19, 2018

Recapping the Texas Geocortex Regional User Group

December 14, 2018

How to use Geocortex Workflow 5 to populate the Attribute Table in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

December 12, 2018

Finding yourself: Using geolocation in mobile and web applications [Webinar]

December 7, 2018

Enabling real-time user-to-user map collaboration within Geocortex Essentials

December 5, 2018

Reflecting on 2018

November 30, 2018

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

November 29, 2018

Alberta Energy Regulator: Supporting safe and responsible energy resource operations

November 26, 2018

Important update for ArcGIS and Transport Layer Security (TLS) Protocol Support!

November 23, 2018

Using fine-grained security to control access to layers, features, attributes and application functionality [Geocortex Tech Tip]

November 21, 2018

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

November 16, 2018

Using Geocortex Workflow 5 to automatically display a form for editing layer attributes [Geocortex Tech Tip]

November 15, 2018

Geocortex Achieves Esri’s “Release Ready Specialty” Designation

November 14, 2018

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November 2, 2018

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October 26, 2018

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

October 24, 2018

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October 19, 2018

Integrating Geocortex Essentials with ArcGIS Online and ArcGIS Enterprise portal [Geocortex Tech Tip]

October 17, 2018

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October 12, 2018

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October 2, 2018

Technology Q&A: Geocortex Workflow 5 “Behind the Firewall”

June 27, 2018

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June 12, 2018

Geocortex and the GDPR

June 6, 2018

Geocortex at the 2018 Esri User Conference

May 15, 2018

Technology Q&A: The evolution of Geocortex and Web AppBuilder for ArcGIS

April 25, 2018

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April 18, 2018

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April 11, 2018

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April 5, 2018

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March 27, 2018

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March 21, 2018

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March 15, 2018

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March 7, 2018

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February 28, 2018

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February 21, 2018

How to configure a personalized dashboard in Geocortex Analytics [Geocortex Tech Tip]

January 25, 2018

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