How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip] - Geocortex

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

Amanda Frech
Amanda Frech
Product Support Analyst
March 15, 2019

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

Geocortex Reporting 5 offers complete flexibility when it comes to presenting only the most relevant data sources that you wish to include in your reports, giving you the ability to meet any reporting requirement that may arise.

This technology was built with Esri’s ArcGIS platform in mind, so that you can combine your maps, spatial data, and relational data from a wide range of sources with very little effort.

On that subject, we wanted to highlight a previous Geocortex Tech Tip that shows you just how easy it is to use the Layer Report wizard in Geocortex Reporting 5 to configure a Geocortex Essentials layer report. Watch it below

Watch on YouTube.

Video Transcript

“Hi, I’m Amanda. I’m with the support team here at Latitude. Today, we will be taking a look at how to configure a Geocortex Essentials report with Geocortex Reporting 5. Let’s take a look!

When you first sign into Geocortex Report designer, you’re going to see a page that looks like this.

If you’re choosing to make a layer report, then the new report wizard’s is the best option. Not only does it connect you up to a layer and bringing all the future attributes from that layer, but it will also create a feature ID parameter, so that the HTML5 Viewer can tell the report which features you use when it runs.

So, I’ll select that, and I’ve got some options to bring in an existing data source, to set up a new ArcGIS layer or table or to use no data source.

I’m going to choose, ‘Use a new ArcGIS layer’ option. Hit next. This asks me for the rest endpoint for my map service. If you don’t happen to remember off hand, you can go into your Geocortex Essentials site and get it from there.

I’m opening my site in Geocortex Essentials Manager, and on the map services tab here, I’ll hit edit map service. This connection string has a link to it. So, I’ll paste it in there and hit next.

Once your service is brought in, you’ll get a list of layers that you can use. I’m going to select the tax parcels one, and once the reports started up, you can use this far right tab to switch to fields. You’ll see that feature ID parameter is there, it’s got a layer data source. If you expand that, you can see it’s got the tax parcels layer and all the attributes for the tax parcels.

I’m not really very interested in the object ID, so I’m just going to delete that one and I’ll bring in some attributes that make more sense for a layer report for tax parcels.

I’ll make this a bit bigger, go for owner name and site address, and maybe the AIN as well. I’ll add a couple labels for context. Double click to edit a label. I’ll edit the title when I’m doing this. It brings in a title by default, just as title, you’ll probably want something more fitting.

Once I’ve got everything the way I want, I’ll bring in a feature picture box too, and then I’m ready to save my report.

I’m just going to call it ‘demo,’ and this will save an item into my ArcGIS online or portal account.

Once that’s complete, the info tab has the link to your item, I’ll copy that to the clipboard and also hit view.

I’m coming here so that I can change the permissions, click the share button, and click everyone, and that way you don’t need to login to the viewer in order to be able to run the report.

Now, I’ll go back to Essentials Manager, go to my map page. I can find that tax parcels layer and the report’s tab is where we add the report from.

Click add a report, everything else probably looks pretty familiar if you’ve used previous versions of reporting, but this part is a bit different.

You now have an option to use an ArcGIS item report or to you use an RPX file report.

When you’re using Geocortex Reporting 5 you’ll want to pick this first option, hit next, choose a name, and a description, and hit next.

This is where I can paste the URL that I copied. I can also use search terms, select the report and hit finish.

Once you’ve got it, you can also edit the item. This just shows you the same information that we just added.

If you’re using the technology preview version like I am, you might need to switch out this first bit for a www, but if you’re using the beta version or the actual release, this won’t be necessary.

I’ve saved my site, and now I can launch my viewer and test it out.

Reporting runs from a selection; you can get that from instant search, from workflow, from query builder – however you like.

In this case, I’m going to use the identify tool. Let’s get a couple of parcels here. You can run the report either from the group of results, or you could go to a single report, run the report on a single feature.

This case I’m going to run it from the group.

I’ll select my report here.

You’ll see that if your users are used to previous versions, this process is all the same as before, everything looks the same from the viewer.

Once it’s completed, we get a download link and there we go! We’ve got our report data our future maps, all three parcels are here.

That’s how you configure a Geocortex Essentials layer report using Geocortex Reporting 5.”

Using Web AppBuilder for ArcGIS®? Watch our webinar on-demand and discover how Geocortex Reporting 5 will extend and enhance your GIS applications to beyond out-of-the-box capabilities.

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