Geo Report

The Geo Report in MIS & Reports is a geographical map report that uses coordinates for pinpointing locations and also includes spatial analysis. Users can draw geo-fences for detailed spatial insights, making it invaluable for analysing data variations like customer distribution, sales performance across locations, and event impacts on specific geographic regions.

Creating A Geo Report

Follow these steps to create a Geo report:

1. Click on the "Continue" button to create a Geo Report.
   
   
2. A window will appear for creating a new Geo Report, like this :
   
   
3. Select the table form "Data Source" drop down.
   
4. Columns will appear in the "Dimensions" section as shown below :
   
5. Functions section under dimensions section contains all the formulas both existing ones in the system as well as user customised formula, enabling users to tailor reports according to their preferences.
   
   
6. Drag and drop the columns onto their respective shelves.
   
   
7. In the 'Geo Location' dropdown, active columns will appear for selection. Users should choose the column containing geo-location coordinates.
   
   
8. In the Geo Fences Tab, the Get shape button allows users to manually create fences on the map, circle or polygon
   
   
9. Clicking on the "Get Shape" button will open a new window where you can draw shapes on the map.
   
   
10. To Draw Shapes on the map follow the steps mentioned below:
    Step 1 : Click on any shape to draw it on the map for example, click on the polygon shape, draw the shape, and then click "Finish".
    
    Step 2 : "COPY Shapes" button to copy the Shape JSON code.
    
    
    Step 3 : The JSON code is automatically copied after selecting the "COPY Shapes" button.
    
    
    Step 4 : Shape can be edited or deleted as shown below.
    
    
    Step 5 : Once the json object has been copied, return to the old tab and click on + icon to add the fence.
    
    
    Another useful feature is an option to zoom in and out and add map coordinates, shown in the below.
    
    
11. Click the Fetch button to Generate Geo Report, the generated report will appear on the screen.
    
    
12. Click the "Save" button to save the Geo report.
    
    
13. Click the "Publish" button to publish the Geo report.
    
    
14. After publishing the Geo Report, it will be visible on the screen shown below:
    
    
    

More in Geo Report Editor

To manage the report click on the More , different options for managing the report will be displayed.

1. Edit:

   • Click the Edit to edit the report.
     
     
   • A Pop up window for editing the report will appear.
     
     Title- User can edit the title of the Report.
     Category- To edit the folder of the report.
     Viewers- Gives viewing access to the users selected.
     Editors- Gives editing access to the selected users.
     Order- User can assign the position of a report like 1st, 5th, etc.
     Is Downloadable- enables users to download the published report.
     
     

2. Save As:

   • Click the 'Save As' to clone the report.
     
     
   • A Confirmation window will be displayed.
     
     
   • On clicking the 'OK' button, the report will be cloned.
     
     
     

3. Add Report Link

   • Click the "Add Report Link" located under the More to link another report to this Geo report.
     
     
   • The add link form opens shown below after clicking the Add Report link.
     
     
     Title - Enter the Title you would want to view on the report link.
     Link - Enter the URL of the report you wish to link to or show with another report.
     
   • As shown below, when the report is linked, it appears in a specific link added report.