The Report Builder User Interface

Overview

The interface of Report Builder in edit mode consists of three distinct components:

The Top MenuĀ hosts buttons for the general functionality e.g. for saving and closing a report or for previewing the output. The Side Panel consits of two menus that can be toggled by the buttons at the top: The ‘Toolbox’ from which widgets can be dragged and dropped into the Report Area and ‘Settings & Actions’ (not visible in the image) which hosts global settings for the report.

Top Menu

The Top Menu enables a user to change the report from edit mode to preview mode and to save or close Report Builder:

Preview – Opens the report in view mode in a new browser tab. Same as when opening a report in view mode from the landing page.

Zoom – Zooms in and out of the Report Area.

View – Select a different area and updates data in the report to that area.

Help – Opens the help pages in a new browser tab.

Save – Saves the current report. If the report hasn’t been saved before, this button functions as a ‘save as’ button.

Done – Close the report and return to Report Builder’s landing page.

Sign out – Close the report and return to ArcGIS Online.

 

Side Panel

The Side Panel consists of two menus that can be toggled via the buttons at top.

Toolbox menu

This menu hosts all available widgets that can be added to a report. To add a widget click on one of the icons and drag & drop it into the Report Area. Settings for a widget can be accessed from the right click menu within the widget.

Settings & Actions

This menu is split into several groups:

Report:

Properties – global settings for a report, including: basic settings e.g. Title, Language, Feature ID and Name fields; export settings; printing settings and advanced settings e.g. multi-feature mode, data caching and delete protection.

Data Sources – enables the data source for a report to be defined or changed. Available sources are the Geowise Data ‘Catalog’ or from items in the ArcGIS Online account or a user defined URL ‘CSV’ files; ‘Table’ or (Feature) ‘Layer’. Reports created from the Geowise Data Catalog already have a connection to the ‘Catalog’, no further adjustments are required. ‘Get Codes’ displays area codes which are needed when setting up CSV tables.

Styling:

These are global style settings; widget specific settings can be accessed by right clicking on a widget.

Font – font style and font family settings.

Colour Scheme – predefined colour schemes for the report; use ‘Custom’ to define global colours.

Chart Palette – enables a custom palette for indicator and comparison data to be defined.

Advanced – user-defined custom CSS definition.

Pages:

Display – enables a custom palette for indicator and comparison data to be defined.

Margins, Size, Spacing – global settings for the report pages and the index page.

Order – change the order of pages within a report.

New Page – add a new page to a report. For performance reasons, we recommend spreading content over multiple pages rather than creating a report with all the content on one page.

Page:

Page Properties– properties for the page being viewed e.g. the background colour or border style.

Layout – the layout for the page being viewed.

Actions:

Save – saves the report.

Save as – save a copy of the current report (this will add a new item in the ArcGIS Online account).

Preview – Opens view mode in a new browser tab.

Share & Embed – changes share settings and restrictions on viewing the report. Linking & Embedding holds share code for social media and iframes.

Upload Design – upload a report design XML file; this overwrites the existing design of the report.

Download Design – download the current report design as an XML file. This file can then be uploaded to restore a design or to copy a design to other reports.

Other:

Done – Close the report and return to Report Builder’s landing page; same as in top menu.

Sign out – Close the report and return to ArcGIS Online; same as in top menu.