Add a Report to an App

Access to Geocortex Reporting is included with the Geocortex Web software bundle. You can add reports for specific layers in your app so that when users perform an identify or search, they can obtain a report about the results.

You can customize the reports in Geocortex Report Designer. For detailed instructions on building reports, see the Geocortex Reporting Help.

There are a number of options to add reports to an app:

Create a New Report for a Layer

The following procedure creates a new report for the Buildings layer from a built-in template, and adds it as a menu item to the Result Details, Results List and Results Table menus.

You can customize the report in Geocortex Report Designer or use the functionality provided by the template as is.

This option is not available for on-premise Reporting installations that are not installed in the default installation folder. If so, you must create the report within Report Designer instead.

To create a new report for a layer:

  1. In Web Designer, in the Components panel, click Map, select the desired layer, and then click +Add Menu Item.

    A window appears that lets you select a command, workflow, report, or create a workflow or report.

  2. Click the Reports tab.

  3. At the bottom, click Create a new Report.

  4. In the Select a Report Template menu, select the desired report template.

  5. In the Report Title box, type a title for the report. For example, My Buildings Report.

    By default, this is also the title of your menu item.

  6. Click Create.

    The report menu item appears in the results menus.

    To edit the menu item, click the name of the menu item, for example My Buildings Report. To edit the report itself, additionally click Open in Geocortex Reporting. For information about editing reports, see Geocortex Reporting Help.

  7. To save the app, click File | Save.

    If you want the report to be available to other users, see Configure Sharing Permissions.

Add an Existing Report to a Layer

The following procedure adds a menu item to the Result Details, Results List and Results Table menus that runs an existing report created in Geocortex Report Designer.

To add an existing report to a layer:

  1. In Web Designer, in the Components panel, click Map, select the desired layer, and then click +Add Menu Item.

    A window appears that lets you select a command, workflow, report, or create a workflow or report.

  2. Click the Reports tab.

  3. Select a report.

    By default, the title of the report is also the title of the menu item.

    If you can't find the report, try using the Search box or, in the Filter by menu, select Shared With Me.

  4. Click Select.

    The report menu item appears in the results menus.

  5. Click File | Save to save the app.

    If you want the report to be available to other users, see Configure Sharing Permissions.

Create a Workflow-Parameterized Report

When you create a workflow-parameterized report, Designer creates both a report template and a workflow that accepts user input to generate the report. The following procedure creates workflow-parameterized report for the Buildings layer from a built-in template, and adds it as a menu item to the Result Details, Results List and Results Table menus.

You can customize the report template in Geocortex Report Designer or use the functionality provided by the template as is. You can also customize the workflow that generates the report in Geocortex Workflow Designer.

This option is not available for on-premise Reporting installations that are not installed in the default installation folder. If so, you must create the report within Report Designer instead.

To create a new workflow-parameterized report for a layer:

  1. In Web Designer, in the Components panel, click Map, select the desired layer, and then click +Add Menu Item.

    A window appears that lets you select a command, workflow, report, or create a workflow or report.

  2. Click the Reports tab.

  3. At the bottom, click Create a new Report.

  4. In the Select a Report Template menu, select the desired report template ending with - Workflow Parameterized. For example, Features(s) - 8.5 x 11 Landscape Table - Workflow Parameterized.

  5. In the Title box, type a title for the report. For example, My Workflow-Parameterized Buildings Report.

    By default, this is also the title of your menu item.

  6. Click Create.

    A report template named My Workflow-Parameterized Buildings Report is created, and a workflow named Run "My Workflow-Parameterized Buildings Report" is created. The workflow menu item appears in the results menus.

    To edit the menu item, click the name of the menu item, for example Run "My Workflow-Parameterized Buildings Report". To edit the workflow that generates the report, additionally click Open in Geocortex Workflow. For information about editing workflows, see Geocortex Workflow Help.

    To edit the report template, open Geocortex Report Designer, click FileMy Reports, and click the title of your report. For information about editing reports, see Geocortex Reporting Help.

  7. To save the app, click File | Save.

    If you want the workflow and report to be available to other users, see Configure Sharing Permissions.