Using the Settings Menu
The gear icon on the top right-hand side of the screen houses Sitewise‘s settings menu. This menu contains advanced settings and other account features. In this article we’ll touch on each of the options listed in the menu below.
Current Subscriptions
When reviewing data, it is vital to ensure the correct corresponding subscription is used. Therefore, this setting is used to quickly swap between all the database subscriptions an account has. For example, swapping from STI in the US to Environics in Canada to assess the demographics of a site. This selection must be done prior to creating the relevant study areas to ensure the profile tab populates accurately. Find more information about changing subscriptions here.
Settings
Clicking on settings will open the settings window. This provides access to advanced settings for projects, reports, and study areas. Default settings for tables that have been uploaded into Sitewise can also be viewed here. For a quick walk through of these settings, watch the tutorial video below.
For more information about these advanced settings, please the relevant article below:
Saved Study Areas
Adding study areas to the Saved Study Areas repository is supplemental to the Projects tab where all study areas are automatically saved to a project – see the Study Areas and Projects article for more details.
What to use Saved Study Areas for
Loading Study Areas into Other Projects
- This enables users to reload specific study areas rather than whole projects when required. It’s particularly useful if a complex study area, such as a hand-drawn polygon study area, from one project is required to help analyze the market in another project.
Sharing Study Areas Between Accounts
- All study areas added to Saved Study Areas will be accessible by all users in the account, making it easy to share. This also means that it is important to give any saved study areas a recognizable name so it is easy to find.
How to Save a Study Area
First create the study area and in the study area window:
- Check the Save box
- In the dropdown, select Saved Study Areas
Accessing Saved Study Areas
After clicking on Saved Study Areas in the settings menu, the right panel will change and you’ll see two sections.
- The top of the panel displays the current study areas visible on the map.
- The bottom of the panel allows you to quickly add other study areas that have previously been saved to the map.
- Use the search box to find the study area you’d like to add to the map.
- Click the plus icon to add a study area to the map.
Once added to the map, these study areas will also be saved as part of the current project.
Account Info
This section provides basic information about the account being used such as login in details and account name.
Report History
View previously run reports and download them using this tool. On the pop up, the name of the report, the date it was created, and the email address it was sent to (if any) will appear.
- Download a previously run report by clicking on its name in the Report Results column.
- Choose View Project to load the project that the report was made from. This will refresh the Profile tab and load the project's study areas onto the map.
- The Request Date column provides the date the report was run.
- If the report was sent to a specific email address, this will appear in the Email To column.
You can sort the Report History table by clicking on the column headers as needed.
Batch Reports
This can be used as an alternative to the lightning bolt icon to access batch reports. Batch reports are useful when reviewing and assessing multiple locations. To further understand how to use this feature, please review this article here.
Tour
When planning a trip to a new or existing market, it is vital to keep track of all the potential sites and points of interest. As the tour is in progress, use this tool to record important site-specific details and observations. It can also be used in conjunction with Google maps for easy navigation while on the road.
Recover
Mapsets and Layouts may be deleted by the owner accidentally. If that is the case, then it is recommended to check here to restore them.
If the deleted record is not available here, then please reach out to Sitewise support with the details outlined here.
Help
This is an alternative way to access the knowledge base website or account specific documents. If your account has custom features, you might find specialized articles here, such as instructions for a location update workflow or for running a model report.
If you have questions about any documentation, please reach out to the Sitewise Team.
About Sitewise
This is a quick company overview of Sitewise, it will also show the version of Sitewise being used.
Sign-out
Once all actions are completed and account access is no longer needed, log out using this button in the Settings menu.
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