Building a Map Data Report

This guide will cover how to build out a Map report including a tabular layout.

Start by adding a new Dataset

  1. Click "Dynamic Reporting" under the Reports tab
  2. Click "Manage Datasets" in the "Manage Datasets" box on the left side of the page
  3. At the top of the listing of available datasets, click the table icon that shows a green plus sign

Step 1: "Report Information"

  1. Report Name: Set the name of the report
    1. This name must be unique to the other reports
    2. Name the report something descriptive so you have an idea of what kind of information is included just by looking at the name
  2. Description: Add a description of the report
    1. The description allows you to give more detail about the report than you are able to give in the shorter title
  3. Report Type: Choose the report type (This guide covers the tabular data with Map above option)
  4. Data Source: Choose the dataset source you want to use in the report
  5. Created By: The "Created By" field displays your username to show who is the creator of the report
  6. Distinct: The "Distinct" check box will remove duplicate records from the report if checked
    1. This option is useful if you are trying to build a report that has duplicate records and you need only one record for each value
      1. Example: a listing of years where applications were filled out
  7. Share Level: The Share level option will allow you to choose who is able to view this report
    1. Private: Only the creator
    2. Group: Shows a multi-select check box to allow you to choose which employee groups are able to view the report
    3. Other Users: Everyone with a valid account
    4. Public: Everyone with access

Step 2: "Map Information"

  1. Geometry Field
    1. Choose the field from the report that contains the geometry
  2. Geometry Format
    1. Defaults to "Geometry" when the geometry was generated by OneGov
  3. Label
    1. This option allows a label to be added to the point or drawing on the map
    2. Choose a column from the dataset that would be a label for the record
  4. Link Url
    1. If you want a link to be included in the report, it must have been created in the dataset and then that column is chosen here
  5. Spacial Reference System Format
    1. Not typically used, only necessary if the geometry you are using is not provided/created by OneGov
  6. Spacial Reference System Data
    1. Not typically used, only necessary if the geometry you are using is not provided/created by OneGov

Step 3: "Columns"

On the Columns step, you can choose which fields from the dataset you want to include in the report and what order you want those columns to display in. By default, all columns are selected to be included in the report. To remove a column from the report, remove the check mark to the left of the column name by clicking on it. To re-arrange the order of the columns in the report, click and hold the dots to the left of the check box and drag it to the position you would like it to be in.

Step 4: "Sorting"

On the Sorting step, you can choose how you would like the report to be sorted. To select a column to sort the report on, click the check box to the left of the column name. Once the check box is selected, two options will appear to the right of the column name: Sort Order and Ascending/Descending. The sort order comes into play when you want to sort on multiple fields and need to specify the order in which those sorts come into play (Ex, Sorting by "Year" first, then "Month", and finally "Day"). The Ascending/Descending option allows you to choose if you want to sort from A-Z and 1-9 (Ascending), or Z-A and 9-1 (Descending).

Step 5: "Filters"

The Filters step allows you to filter out records from the dataset. This is helpful for when the dataset that is being used in the report contains very general data and the report needs to be more specific. You can create a filter on one of the columns by choosing a column from the listing of columns available in the dataset. Once you click on one of the column names, a filter builder will appear in the space below the listing of columns. A drop down next to the field name will allow you to choose from several different ways to filter the report based on the data type of the field you chose. Once you choose how to filter the field, you can type a value into the text box to filter on that value. Once the filter is built, you can click the green plus in the top left of the filter box to add the filter to the report. If you accidentally click the wrong field to filter on, you can click the broom icon in the top left to clear the selection. The filter step allows you to include multiple fields in a single filter as well.

Step 6: "Queries"

The queries step allows you to add ways for the report to be filtered without having to edit the report. A query is set up by clicking the check box next to the column name and then choosing a query type from the drop down that appears. There are four types of queries available: Advanced Search, Generic Search, Select from Listing, and Select Multiple from Listing.You can select multiple columns to be able to be queried in the report.

Advanced Search: This option allows the user to make a more dynamic query on the report. The query options on the Advanced Search depends on the data type of the column. For example, if the column contains dates, the query will provide options to search for records on a specific date, between two dates, and before or after a specific date.

Generic Search: This option allows the user to query the report based on a value entered into a search box. 

Select from Listing: This option provides the user with a drop down list of all of the unique values in that column. This option is not recommended for columns with numerous unique values such as dates or text box values.

Select Multiple from Listing: This option provides the user with a multiple selection list of all of the unique values in that column. This option is not recommended for columns with numerous unique values such as dates or text box values.

If a report has queries set up, the person running that report can use the queries by clicking on the icon with a magnifying glass on it on the reports page. If a report doesn't have queries set up, that icon will not be available on that report.

Step 7: "Preview"

This step allows you to save and exit the report builder. Once the report creation has been finished, it will show in the list of reports.