Creating map reports

Map reports show Address field data and other related information on a map.

To create a map report:
  1. Choose a table from the Table bar. This table must include at least one Address field.

  2. Click Reports & Charts to open the reports panel, then click + New. The New report or chart dialog will open; select Map.

    The report settings page opens.

  3. In the Basics section, give the report a unique Name.

  4. Add a Description for the report (optional) and opt to show the description on the report page.

  5. In the Reports & Charts panel section, determine who can see this report listed in their panel. You can also choose to organize the report into an existing group in the panel.

    About saving reports

    You can save reports for others to see in the Reports & Charts area for a table if the manager of the app has granted you permission to do so.

    When you save this type of shared or common report, so that others can see it, you have several choices:

    • Everyone. Everybody can see the report in the panel.

    • Users in my role. Users who have my role can see the report in the panel.

    • Users in specific roles. Users in any of the chosen roles can see the report in the panel.

    • No one; hide it. The report doesn't appear in the panel until you say otherwise. To see the report, create a bookmark in your browser.

    If your report is personal, choose Only me. Only you can see the report in the panel. You can't ever list it for other users. You can still let others open it by sending them links

    An app manager can also specify which reports a particular role can see at any time. To learn how, see Specifying which reports a user can see.

  6. In the Map Details section, select the Address Field you wish to use for this report.

  7. Select the type of map you wish to display from the Map Type dropdown. Available options are roads, satellite, hybrid, terrain, high contrast, and roads at scale.

  8. In the Pin Details section, define which columns are shown when a user clicks or hovers over a pin on the map. The default shows the first two columns in the report. You can change that default by clicking Change Defaults. If you do not wish to use the default columns, select the Custom Columns radio button and select the columns by moving the fields from one dropdown to the other.

    The Filter icon () indicates which fields may be used as dynamic filters. All subfields of address fields act as dynamic filters. The subfields are shown after the colon in the field name, for example: Address: Postal Code.

  9. Sometimes, you may wish to include specific information with each pin. For example, you could show the customer name and their annual sales revenue. To do this, select Define a calculated column.

    Give the column a descriptive label, such as “Annual Sales.” Since this value is a number, you can select a numerical field type, and you can specify how many decimal places to include in the displayed value. In the Formula text box, enter the formula you wish to use to calculate the customer’s annual sales revenue. More about Formulas.

  10. In the Filters section, define what data is presented in the report. More about filters.

    Note: A Map report can show up to 100 pins based on the report's default sort order. If your table has more than 100 pins, only the first 100 within the specified sort order will be shown. You may wish to filter tables with large amounts of data to reduce the number of pins on your map report. For example, you could restrict your map to the New England area, or to deliveries made on a specific day, or to a specific customer type.

  11. At any time, you can display the map as it will appear with the current settings by clicking Display in the Page bar.

  12. To save your report settings, click Save in the Page bar.

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