Host Reports in Web AppBuilder for ArcGIS

To configure a Web AppBuilder app to host reports, you use a Geocortex Reporting custom widget. You add the widget to the app and configure it to run one or more reports. If you configure the widget to run multiple reports, the user is presented with a list of reports to choose from.

You can add the Reporting widget to an app more than once. This is useful if the hosted reports fall into different categories. For example, suppose you want the app to host three reports related to one subject and six reports related to another subject. You could add the widget twice, configure different titles and icons for each widget, and divide the reports between them.

Configure a Web AppBuilder App to Host Reports

This procedure assumes that you have already registered the Geocortex Reporting custom widgets that allow you to host and run reports from Web AppBuilder apps. See Register the Geocortex Reporting Custom Widgets for information.

To configure a Web AppBuilder app to host reports:

  1. In Web AppBuilder, configure the app that will host reports.

  2. Add the Reporting widget:

    1. Click Widget to open the Widget panel.

      Open the Widget panel

    2. Click Set the widgets in this controller.

    3. Click the icon to add widgets.

      Add widgets

    4. Select the Reporting widget and click OK.

      Reporting widget

      The Configure Reporting dialog box opens.

  3. Configure the Reporting widget:

    1. Change the widget's title if you want.

      For example, you could change the title from Reporting to Run Reports.

    2. Change the widget's icon if you want.

    3. Click Add Report, select a report to host, and click OK.

      Report added to a Reporting widget

      You can open the report or its ArcGIS item from the Actions menu. Hover the pointer over the Actions column to show the menu and then click a tool:

      •   Edit the report in Report Designer.
      •    Open the report's item in your portal.
    4. In the Description box, type a description for the report.

    5. Click the Choose Layer tool and select the layer that the report gets its data from.

    6. If you want to limit the number of features that can be included in the report, set the Min and Max settings.

    7. Continue to add reports to the widget until you have added all the reports you want.

      Reporting widget with three reports and a customized title and icon

      You can remove reports from the widget: Click Delete in the Actions menu.

    8. If you added multiple reports to the widget, use the Move Up and Move Down tools in the Actions menu to configure the order that the reports appear to the end user.

    9. When you are satisfied with the configuration, click OK.

  4. Save the app.

Run the Report in a Web AppBuilder App

There are multiple methods of selecting features for which to run a report using the Geocortex Reporting widget. For example:

  1. Click a feature on the map.
  2. Make a selection on the map using the Select widget.
  3. Make a selection on the Attribute Table.

Option A: Click a feature on the map

  1. Click a feature on the map.
  2. In the feature pop-up that appears, click the ... button.
  3. In the drop-down menu, select Run Report.

  4. In the Reporting dialog that appears, select the report.

    The report is created using the feature you selected.

  5. When prompted, open the report.

Option B: Make a selection on the map using the Select widget

  1. To add the Select widget, open the Widget panel.
  2. Click Set the widgets in this controller, and then click the icon to add widgets. Select the Select widget and click OK.
  3. Select the selection tools you would like to use.
  4. Set the layer that is available to be selected and click OK.
  5. Click the Select widget and then click the Select button.
  6. Draw an area on the map to select multiple features.
  7. Select the ... button next to the layer that has the report configured.
  8. Select Run Report.
  9. In the Reporting dialog that appears, select the report.

    The report is created using the feature you selected.

  10. When prompted, open the report.

Option C: Make a selection using the Attribute Table

  1. Open the Layer List.
  2. Select the ... button next to the layer configured with the report.
  3. Select View in Attribute Table.
  4. Select one or more features in the table.
  5. Select the Reporting widget.
  6. In the Reporting dialog that appears, select the report.

    The report is created using the feature you selected.

  7. When prompted, open the report.