Reporting

In this workbook all four report types from EasyMap are presented to you. Reporting is about the serial production of maps that may differ in size or in the analyses presented. If you want to learn more about the different report types, please watch our video Reporting.

The workbook contains the following sheets:

Report on regions

The Territory report automatically creates maps of the selected sub-territories. These can be, for example, the territories of the territorial structure or the individual federal states. In our example it is a territory report about the layer Territories - surfaces and generates single maps of the field agentf. Each of these maps shows a Heatmap of purchasing power per capita and the distribution of turnovers hotspots within an area. In addition, there is a table object next to the map that displays the turnover in million € and per capita. The table is reduced according to the territory displayed in the report.

Try the area report by right-clicking on the Area Report Hot Spot per Area layer in the control window Content and selecting the context menu command Show Report Preview.

 

How you can recreate this map:

  • Create a territory structure with the help of the Assistant Create new territory structure..., then aggregate the table "Customer master" to the territory work table via the button Edit query.
  • Insert analysis Heatmap: Table "Consumption Health", when selecting the database use the extended setting Only use the data visible in the clip map, in the Properties change the data column to "Average purchasing power per inhabitant in €", calculate within a radius of 10 km and change the colors to a different color gradient.
  • Color Legend for the Labelling in the Properties area, select the Custom labels option to describe the color gradient of the legend with individual texts.
  • Table Object for the district work table, add "Territories + Consumption Health + Customer Base" on the sheet. Design it appealing in the Properties and in the Content area keep the Filter according to clip map.
  • Report with the report type, insert Territory Report.
  • Report heading 1 edit, add a fixed term to the Properties for the Report Header and leave only the macro {Report.CurrentName}.

The following tables were used:

  • Customer Base
  • Purchasing power 2019

  • Company counters

Report on filters

The Filterreport is based on a symbol analysis of the customer locations. One after the other, maps are created according to the ABC customer classification. In addition, customers are shown in different sizes depending on their turnovers category. A color legend was added for the ABC customer classification and a size legend was added for turnovers by size classes. Instead of the topographic levels, this sheet contains the Internet map . When zooming in, this offers more depth of detail than the topographic layers. The individual chart shows the distribution by sectors for each ABC classification.

Try the filter report by right-clicking on the Customer Classification Filter Report layer in the Contents control window and selecting Show Report Preview from the context menu.

 

How you can recreate this map:

  • Insert the analysis Symbols: Table "Customer Master", with the settings at Symbol and Color vary over the column "Classification" with classes after Feature, Size over the column "Total Sales".
  • Color Legend for the Color classification of the symbols.
  • Size Legend for the Turnovers classification.
  • Stand-alone Chart for the distribution by industries from the "Customer Base" table, insert Pie Chart as the diagram type. In the Details, under Data Labeling as well as under Contents, select the name (of the columns).
  • Report with the report type Filter report on the data column "Classification" and an auto filter by characteristic (values A, B, and C customers).
  • Complete the Report heading 1 with your own text.

The following tables were used:

  • Customer Base

Report on columns

The column report alternates between different sectors and shows the percentage distribution in the postal codes with the help of an area shading. There is a colour legend and a histogram for the area shading with the frequency distribution in the individual classes. The Color legend is only marked with the corresponding name for the displayed column during Produce report. The Histogram shows you, very clearly, the different distribution of the individual consumer types in the area shading value classes.

Try the column report by right-clicking the column report number of companies in an industry in the Contents control window and selecting the context menu command Show Report Preview.

 

How you can recreate this map:

  • Area Shading for the tables, insert "Company Counter" and select a column of industries. Set a User-defined Classification for seven classes and select a Color Gradient using three colors.
  • Color Legend for analysis insert surface coloring and adjust content of heading - keep text macro, alignment left-justified.
  • Histogram and adjust the labeling interval to the value 100.
  • Report with the report type Insert Column Report and select the columns to be displayed on the individual report pages, as well as select the area color to change the analysis for the report.
  • Report heading 1 with fixed texts, so that this can also function as a page heading.

The following tables were used:

  • Company counters

Nested report

In this example, the Nested Report shows the interaction of a Area Report of the field service areas and a Filter Report of the different industries. On the map there is a territorial structure, which is represented by an edge coloring. Symbol analysis represents customers according to different industries and is used for the filter report. The colour legend provides information about the sectors on the map and also serves as an explanation for the distribution of the individual diagram Number of customers. Individual maps per area and industry are generated.

Try the Nested Report by right-clicking the Nested Report Areas + Industries layer in the control window Content and selecting the View Report Preview context menu command.

 

How you can recreate this map:

  • territory structure from the Territory Organization control window, insert the layer "Territories" to the map by Drag&Drop.
  • The layer "Areas - Surfaces" in the Properties area Display is provided with a Edge color.
  • Insert a Area report for the layer "Areas - Surfaces".
  • Insert an analysis Symbols: Table "Customer base", analysis first couple, select column "Industry" and classify by Feature, select different symbols.
  • Insert a Single diagram for the individual sectors of the district work table "Territories+Purchasing Power 2019+Customer Base".
  • Color Legend which will explain both the symbol analysis and the single diagram.
  • Report on filters insert: Select the "Customer Base" table with the "Industry" column.
  • Report with the report type Insert nested report, here the area report is selected as higher-level report and the filter report as lower-level report.
  • As ReportHeader only the header of the nested report is made visible.

The following tables were used:

  • Customer Base
  • Territories+Purchasing Power 2019+Customer Base