How to create sections and groups for your reports

How to create sections and groups for your reports [Geocortex Tech Tip]

David Sudbury
David Sudbury
Training Manager
August 23, 2019

How to create sections and groups for your reports [Geocortex Tech Tip]

Geocortex Reporting helps you gather and organize data, making sure you are delivering key information to the right people. But you may also want to have control over the way your report is formatted, so you can ensure it looks as nice you want it to.

In this tech tip, we show you to create sections and groups for your reports. After watching this tech tip, you will be able to efficiently organize the headers, page breaks, and other sections within your report.

Watch on YouTube.

Video Transcription

“Hi, have you ever tried to create sections in groups in your report? Well, my name is David Sudbury and I work with the Training department, and we’re going to learn how to do that today!

Welcome to ‘How to create sections and groups for your reports.’ What you are looking at is a report that is underway. You have created a title, a report header, a field called ‘Name’, and data about the area and use type sitting in the detail area. This is a report on trees in parks. It has a feature map, a band called ‘ReportFooter’ with a picture, and a ‘Page’ footer showing ‘page 0 of 1’ and the date.

When you run this, what you’ll get is something that looks like this. What you see is ‘LA County Park Trees Report,’ ‘Chatsworth Oaks Park,’ a feature map there, ‘Chatsworth Park South,’ and when you scroll down here, what you might say is holy mackerel! I don’t want this line on the second page! I want to be able to control the grouping! I want to control what’s happening! That’s what you want to do. So how do you go about doing that? Let’s take a look.

This is the use of sections and groups within a report. The first thing you’re going to do is create a footer. You might think to create a header, and it depends on what order you want to do this in. Let’s put in a footer to handle this line here, because this is the problem. You can click on ‘details’ and open up ‘Properties,” and put a report footer band in there, and we can drag the line and put it in the footer band.

Let’s give that a save and take a look at what that looks like.

Now that you created a footer, suddenly the idea of groups become way more clear. We have our ‘LA County Park Trees Report,’ the line at the top, and notice how that line at the bottom has disappeared. In our efforts to control where page breaks and groupings of data occur by adding a group footer, we highlight a deeper issue. The deeper issue is our understanding of these groups. What we see now is that, in fact, everything between the line at the top and the line all the way down is a group. What we want to do is make just one of these sections a group so that we can control the elements. Let’s do that now.

The next thing to do is put a group header in. Let’s click on here and insert a group header. What we want is this header here to be up there. We have to take a look at what’s going on, because what we want to do is group by the name of that header. For every time that we create a report based upon one of the parks that we have, we want to get the header, name, and footer lines all nicely controlled.

Let’s run this one and take a look. Now, I should point out that I have been doing this with featureIds that I have already created, and I have been able to test out as I go along.

You can see again that we’ve got more issues. The idea of wanting to group things brings about an understanding of how this data and report interacts. Now, we can see that the first ‘Chatsworth Oaks Park’ heading is the only one that shows up. But where are my other headings?

I haven’t yet added the ‘Group By’ fields, and these will solve a lot of ills. What we are going to do is click on the ‘GroupHeaders’ tab and add a ‘Group By’ field based on the OBJECTID. Of course, we are getting this information because we are partly through our report. We already got our data, and we are now going to group by OBJECTID. We’ll preview it and run it.

What we see is like what we started with, but we have more control now. We still have the problematic line but now we can control it. Notice how the page break is between these groupings of data. What we created are groups that we are now able to manage. Let’s take a look at what I mean by that.

So, the ‘Group By’ field is set. But now, let’s take a look at ‘Group Union’. What this is going to do is make the data in this group appear on the whole page. ‘Group Union’ allows us to control where the data is appearing on the page. Before, we could not control it because we didn’t have access to finer grain controls that we have.

Let’s review: Group header, I have ‘Group Fields’ set, OBEJECTID – I’ve got it, now set to the ‘Whole Page,’ so if something takes up half a page, it will appear on the next page. Likewise, with the Group Footer, we have it set to ‘With Last Detail.’ Keep that line, don’t let a page break happen and separate it.

You got to be thinking that this is going to create more paper, so this is more about having it in a PDF output. Let me save this and check out our final approach. Alright, it’s time to run it.

Let’s take a look. We have our header here, and then we have ‘Chatsworth Oaks Park.’ Let’s scroll down, and we now have that hop to the next page, whereas before, we had a page break. Now, it’s all together. We’ve added bands (or sections) in our report that allows us to group our data together.

Let’s review. We started back when we were concerned that we couldn’t control the position of that line. In our journey, what we’ve learned is that by using a group header and adding a ‘Group By’ field to group by each OBJECTID, we can have each group of parks together and on a whole page. The line that demarks the position between the two parks, we are going to put in a group footer ‘With Last Detail’. That way, we can control where it is living. There are other ways to this, and it all depends on the data that you have.

Let’s take a look at this final report here.

There you go: “How you create sections and groups for your report,” a tech tip.

Want to learn more about Geocortex Reporting? Click the button below to dive deeper into the product or to schedule a personal demonstration.

Discover Geocortex Reporting


Categories:
Archive
Open: 2019
2019
September 27, 2019

Understanding the toolbar in Geocortex Web [Geocortex Tech Tip]

September 20, 2019

Refining Results in Geocortex Web [Geocortex Tech Tip]

September 19, 2019

Charting data using Geocortex Reporting: Honing your charting skills

September 13, 2019

Utilizing the flexibility of layout in Geocortex Web [Geocortex Tech Tip]

September 6, 2019

Creating Geocortex Web applications that move seamlessly between 2D and 3D [Geocortex Tech Tip]

August 28, 2019

Geocortex adds support for Arcade scripting and ArcGIS Online smart mapping

August 23, 2019

How to create sections and groups for your reports [Geocortex Tech Tip]

August 16, 2019

Displaying SQL Server Data in Geocortex Workflow [Geocortex Tech Tip]

August 14, 2019

Customer Spotlight: Geocortex Essentials

August 8, 2019

City of Austin: Spreading floodplain awareness with Geocortex

August 1, 2019

Geocortex Essentials 4.12: Improved integration with ArcGIS® Online

July 25, 2019

Introduction to Geocortex Printing: Learn to build stunning print templates

July 17, 2019

Updates to the Geocortex Product Life Cycle

July 8, 2019

Extending Web AppBuilder for ArcGIS® with Geocortex Essentials [Webinar]

July 4, 2019

City of Bellingham: Using Geocortex to take the stress out of water shut-off

June 27, 2019

Geocortex at the 2019 Esri User Conference

June 14, 2019

Customer Spotlight: Geocortex Workflow

May 17, 2019

Important Notice - Outage Issues & New Support Cases

May 17, 2019

How to build a summary report with aggregations of feature data [Geocortex Tech Tip]

May 16, 2019

Technology Q&A: Geocortex Mobile

May 10, 2019

How to create print templates for Web AppBuilder for ArcGIS®[Geocortex Tech Tip]

May 8, 2019

Dive into Geocortex Printing [Webinar]

May 3, 2019

Using Geocortex Workflow and Geocortex Reporting to produce a multi-layer report [Geocortex Tech Tip]

May 1, 2019

Market-Leading GIS Software and Services Companies Join to Form VertiGIS

May 1, 2019

Introducing VertiGIS

April 18, 2019

Integrating Workflows into Geocortex Mobile [Geocortex Tech Tip]

April 17, 2019

Customer Spotlight: Geocortex Reporting

April 12, 2019

Using Geocortex Go to preview app configurations [Geocortex Tech Tip]

April 10, 2019

How to Address Complex Form Navigation Using Geocortex Workflow

April 5, 2019

Building native, offline IOS, Android and Windows apps with Geocortex Mobile Viewer [Geocortex Tech Tip]

April 3, 2019

Streamlining mobile operations with Geocortex Mobile Viewer [Webinar]

March 29, 2019

A better way to run geoprocessing tasks in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 28, 2019

Extend the reach and capabilities of your applications with integrations [eBook]

March 22, 2019

Displaying data from SQL Database when you select features [Geocortex Tech Tip]

March 20, 2019

How Geocortex users are enriching the communities they serve

March 15, 2019

How to Configure a Geocortex Essentials layer report with Geocortex Reporting 5 [Geocortex Tech Tip]

March 14, 2019

Region of Waterloo: How GIS & Geocortex technology helped meet local Source Protection Plan requirements

March 6, 2019

Integrating Business Intelligence and Data Sources with Geocortex Essentials [Webinar]

March 1, 2019

How to quickly add attachments to new features when editing [Geocortex Tech Tip]

February 22, 2019

Generating a report with sub reports from external data sources [Geocortex Tech Tip]

February 20, 2019

Geocortex Essentials 4.11: Saving Time & Increasing Efficiency

February 15, 2019

Accessing Samples and Building your First Workflow [Geocortex Tech Tip]

February 12, 2019

Open Beta of Geocortex Printing 5 Has Begun

February 8, 2019

Different Ways of Creating Selections of Features in Geocortex Viewer for HTML 5 [Geocortex Tech Tip]

February 6, 2019

4 Best Practices to Follow When Using Geocortex Workflow 5

February 1, 2019

Creating a Report that Displays a Screenshot of the Map [Geocortex Tech Tip]

January 28, 2019

Diving Into Geocortex Reporting 5 [Geocortex Tech Tip]

January 24, 2019

How Geocortex is Advancing Water Management Solutions

January 16, 2019

Creating Custom User Experiences with Geocortex Workflow 5 [Webinar]

January 11, 2019

Showing the search results using the item picker in Geocortex Workflow 5 [Geocortex Tech Tip]

January 9, 2019

City of Troy: Using GIS and asset management technologies to manage legislative requirements

January 4, 2019

Using scripting to put attachments in reports in Geocortex Reporting 5 [Geocortex Tech Tip]

Open: 2018
2018
December 21, 2018

Integrating Pictometry, Bing and other 3rd party maps within your Geocortex applications

December 19, 2018

Recapping the Texas Geocortex Regional User Group

December 14, 2018

How to use Geocortex Workflow 5 to populate the Attribute Table in Web AppBuilder for ArcGIS [Geocortex Tech Tip]

December 12, 2018

Finding yourself: Using geolocation in mobile and web applications [Webinar]

December 7, 2018

Enabling real-time user-to-user map collaboration within Geocortex Essentials

December 5, 2018

Reflecting on 2018

November 30, 2018

Creating mailing labels with reports with Geocortex Reporting 5 [Geocortex Tech Tip]

November 29, 2018

Alberta Energy Regulator: Supporting safe and responsible energy resource operations

November 26, 2018

Important update for ArcGIS and Transport Layer Security (TLS) Protocol Support!

November 23, 2018

Using fine-grained security to control access to layers, features, attributes and application functionality [Geocortex Tech Tip]

November 21, 2018

Enhancing Web AppBuilder for ArcGIS® with Geocortex Reporting [Webinar]

November 16, 2018

Using Geocortex Workflow 5 to automatically display a form for editing layer attributes [Geocortex Tech Tip]

November 15, 2018

Geocortex Achieves Esri’s “Release Ready Specialty” Designation

November 14, 2018

Celebrating GIS Day with York Regional Police: How GIS Data Has Mitigated Risk & Increased Efficiency in Crime Prevention

November 9, 2018

How to access a SQL database from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

November 2, 2018

How to send an email from a workflow using Geocortex Workflow 5 [Geocortex Tech Tip]

October 26, 2018

How to add and configure charts inside reports with Geocortex Reporting 5 [Geocortex Tech Tip]

October 24, 2018

Geocortex Water Webinar Series

October 19, 2018

Integrating Geocortex Essentials with ArcGIS Online and ArcGIS Enterprise portal [Geocortex Tech Tip]

October 17, 2018

Cross-Platform Development with Xamarin [Webinar]

October 12, 2018

City of Fort Collins: Dynamic flood maps for public awareness, and flood insurance rate saving

October 2, 2018

Technology Q&A: Geocortex Workflow 5 “Behind the Firewall”

June 27, 2018

Geocortex Essentials 4.10 is here!

June 12, 2018

Geocortex and the GDPR

June 6, 2018

Geocortex at the 2018 Esri User Conference

May 15, 2018

Technology Q&A: The evolution of Geocortex and Web AppBuilder for ArcGIS

April 25, 2018

How to manage data collected from Geocortex Workflow 5 forms [Geocortex Tech Tip]

April 18, 2018

Delivering accessible mapping applications for everyone [Geocortex Tech Tip]

April 11, 2018

How to search for data in a non-spatial database [Geocortex Tech Tip]

April 5, 2018

Configuring Geocortex Analytics to monitor a new Portal for ArcGIS instance [Geocortex Tech Tip]

March 27, 2018

Getting started with forms in Geocortex Workflow 5 [Geocortex Tech Tip]

March 21, 2018

Using Geocortex Workflow with Web AppBuilder for ArcGIS [Geocortex Tech Tip]

March 15, 2018

Understanding tool usage in your GIS applications [Geocortex Tech Tip]

March 7, 2018

Running Geocortex Essentials workflows from an identify operation [Geocortex Tech Tip]

March 2, 2018

GIS Health Assessment: A new way to think about your system

February 28, 2018

Using the in-app help system in Geocortex Workflow 5 [Geocortex Tech Tip]

February 21, 2018

How to configure a personalized dashboard in Geocortex Analytics [Geocortex Tech Tip]

January 25, 2018

GIS is shifting to SaaS, and it’s a win for everyone


Categories

Popular Tags
Accessibility Active Operating Picture ArcGIS ArcGIS Online Customer Story Data Models Energy Esri Geocortex Geocortex 5-Series Geocortex Analytics Geocortex Essentials geocortex integrations geocortex mobile Geocortex Mobile Viewer geocortex printing Geocortex Printing 5 Geocortex Reporting Geocortex Reporting 5 geocortex tech tip Geocortex Tech Tips geocortex training Geocortex Viewer for HTML5 geocortex web Geocortex Web Viewer Geocortex Workflow Geocortex Workflow 5 GIS GIS Day GIS Health gis integrations Integrations Oil & Gas Pipelines Portal for ArcGIS press release SaaS Tech Tip Tech Tips Transportation vertigis Water Industry Web AppBuilder Web GIS Xamarin

Contributors