Standard Profile Reports

Standard Profile Reports

Export various categories of demographic variables, based on study areas, from the Profile tab to either PDF or Excel formats for use offline. All variables within a selected category will be visible in the report, including a map showcasing the study areas. 

Creating Standard Profile Reports 

Once you have created one or more study areas, the profile tab will be populated with demographic data. A Standard Profile Report will allow you to have an offline copy for personal use or to share it with others in your organization.  
Create a standard report by clicking the "Create a Report" button located at the top left of the Profile Tab's toolbar. This will prompt the Create a Report window. 

Create a Report window 

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Selections Tab 

On the Selections tab there are several options:  
  1. In the category selection box, check off any categories you want to include in the report. You can check off as many as you like!  
  2. At the top right is the Favorites button. Use this to save your selection for quick access later or load a previously saved one. 
  3. Use the All or None buttons at the top right to select or deselect all available categories. 
  4. The Report Output section at the bottom allows you to specify the following:   
    1. An output format: PDF or Excel. 
    2. Check Include Map to include a map of all study areas. 
    3. Check Show Date to include the current date. 
  5. At the bottom, there is an optional field to enter an email address. When the report is generated, a copy will be sent directly to your email. Enter a comma between email addresses if you’re sending the report to multiple people. 
  6. Click the Create Report button when ready.  

Options Tab 

There are a few optional customizations that can be made to a Standard Profile Report. In the Create a Report window. Click on the Options tab to reveal the following options: 

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  1. Use the Report Header section to update the default header used in for reports. 
    1. It's important to note that the values for {StudyAreaName} and {CategoryName} are dynamic and will automatically change based on whatever report you are running. It is not recommended that you edit these. Editing these values will set a static value for this report and any future reports.   
  2. By default, Standard Reports will include the Sitewise logo, however you can add your organization’s logo to reports here. Click on the box next to the dropdown to upload the logo you want to include in the report.  
  3. Prepared By can be edited to include the name of the person or group that prepared the report.  
  4. For additional report settings, check out this section on Standard Report Settings. 

Other Reporting Options 

If you would like to learn more about creating a report that is customized for your organization, reach out to the Sitewise team! Also, check out the Rank Reports and Custom Batch Reports articles. 

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