How to Create a Report

Click the “Add New Items” button on the home page, and select the “New Report” option. You can also click the Mapline logo, and select “New Report” to get there too. If you’re looking to create a report from a dataset page, then you will want to select “Dependencies,” “Add to,” then “New Report.”

Create a name for the report. For “Source Data” select the drop down arrow to select the dataset of your choice. You can also click “Add New Dataset” then copy and paste the spreadsheet data to create a new dataset to be used in the report. Then, click “Done.”

Once the page loads, the report will be blank. Datasets can contain many different metrics for analysis. For Mapline to understand which column data you are wanting to display on the report in different locations, you will need to assign the spreadsheet data in “Fields” to “Row Fields,” “Column Fields,” and “Value Fields.” For each of these three specific fields, there will need to be at least one spreadsheet header contained within. However, you do not need to assign all the spreadsheet “Fields” to be either “Row,” “Column,” or “Value.” When you hover over a field you would like to appear on the chart, six blue dots will appear. Click and drag those dots to pull that spreadsheet data into the field of your choice.

After the data populates, you can view the data for analysis. For the spreadsheet categories that are within fields, you can right click on the spreadsheet data names to adjust certain settings. “Date Conversion” will group addresses together to view them relative to each other rather than completely separate entries.

Once the data is in your map, you can experiment with organizing and categorizing your data in multiple ways to make your report even more effective. When you right click on numerical data you can use the “Calculation” button to group and interpret data in multiple ways. You can also learn more by accessing our other Mapline Academy articles about reports.