Key Concepts

Reports

A report is a formatted presentation of a particular type of information. Geocortex Reporting specializes in presenting data and images related to web maps.

Reports are designed by report authors (administrators) using a web-based tool called Geocortex Report Designer. They are saved to the Geocortex Reporting service, with an item in the content area of the author's ArcGIS account. To allow users to run a report, the author shares the ArcGIS item with them. End users use the reports designed by the author to create on-demand, print-ready reports about maps and their features.

End users run reports from web applications that the author has configured to host the reports (host applications). The output report is a PDF.

Geocortex Report Designer

Geocortex Report Designer provides an extensive suite of tools for laying out reports, specifying the data that you want to include, and presenting the data using charts, tables, and a wide variety of other configurable elements.

Report Designer has a built-in Preview environment for running reports. Using the Preview is the quickest way to test a report while you are designing it. For more information on all the features available in the interface, see Report Designer Interface ElementsReport Designer Interface Elements

Example of a report open for editing in Geocortex Report Designer

Data

When you author a report in Report Designer, one of your tasks is to specify the data that you want to include in the report. Geocortex reports can include spatial and non-spatial data from ArcGIS services and tables, or from databases like SQL Server and Oracle. When a user runs a report, the data references in the report are populated with their values from the data source. A single report can get data from multiple data sources.

See also...

Include Data in Reports

Data Sources

The data that you include in reports is stored in data sources. To get data from a data source like an ArcGIS service or a database, Geocortex Reporting needs to know how to connect to the data source. To provide this information, you configure the data source's connection information in Report Designer. You then add the data source to your report and configure the query that will get the data. To limit the data that is included in a report, you can place conditions on the query or pass input parameters to the report.

You only need to configure a data source's connection information once. After that, you can use the data source in any report that you author.

See also...

Configure a Data Source

Report Parameters

Report parameters allow you to pass inputs to a report when the report runs. Geocortex Reporting supports passing ArcGIS feature IDs as inputs to reports. Typically, a user will select some features on the map or from search results and then run a report on the selected features. Report parameters make it possible to include just those features that the user has selected.

See also...

Use the Current Features as Report Inputs

Subreports

A subreport is a report within a report. Subreports are used to present related data from a secondary data source. In one common scenario, a report includes features from an ArcGIS layer and, for each feature, related data from an external database.

See also...

Include Related Data in a Report

Sub-Report Control

Host Applications

A host application is a web application from which users can run Geocortex reports. You can configure host applications to run reports directly, or, if you use Geocortex Workflow, you can configure host applications to run workflows that run reports.

Geocortex Reporting supports the following types of host applications:

See also...

Configure Host Applications

Bands

Reports are divided into horizontal and vertical sections called bands. When you create a new report, it has bands for the top margin, the bottom margin, and a Detail band in the middle. Detail bands are used to display the report's details. When the report is generated, the contents of the Detail band are repeated for every record.

Required Bands

Every report has the following bands:

You cannot delete the Top Margin, Bottom Margin, or Detail band.

See also...

Configure Bands

Band Reference

Controls

A control is an element that you add to a report to present a particular piece of information. For example, a Chart control presents a chart of the report's data. Controls can be static or dynamic. A static control gets its value when you design the report. A dynamic control gets its value when the report runs. For example, data fields and report parameters are dynamic controls.

See also...

Configure Controls

Control Reference

Master-Detail Relationship

The Master-Detail Relationship defines how tables from the same data source are related to one another.

Define a Master-Detail Relationship

You must have two queries to the same data source in order to define a Master-Detail Relationship.

  1. Open the Field List.
  2. Select the report's data source.
  3. To expose related data in the report, you must define the relationship on the master report table. The master report table is the table whose query is filtered by the report parameter.

  4. Click the Edit Master-Detail Relationship button to view the Master-Detail Relation Editor.
  5. In the dialog that appears, define the relationship between tables.
  6. Once you have defined the master-detail relationship, the relationship query appears nested under the master table in the Fields List.

See also...

Include Related Data in a Report