Run Standard Reports

Run standard reports allows you to create reports for your sites. You can choose the report types, view report descriptions, choose the report format (PDF or Excel), run favorite reports, and run reports for selected sites. Popular reports are indicated based on the frequency of selection. By default, reports are e-mailed to you; however, you can change the settings in Preferences. You can also e-mail reports to others and include a subtitle. If you have a Standard or Standard Plus subscription, you can upload your own logo to be included on reports.

Steps:

1. Click the Get Reports tab and click Run Standard Reports.

   The Run Standard Reports pane opens by default.

   Your saved sites appear in the site panel in the Run Reports pane.

2. Choose which sites to include by doing one of the following:
   • Click Select All to automatically select all sites.
   • Check the check box for the sites for which you want to run reports.
   Tip:

   You can click None to uncheck all sites then proceed to check the individual sites for which you want to run reports.

   The number of sites checked appears next to Selected Sites.

Running Standard Reports

You can select the type of reports that you want to view.

Steps:

1. Click the All Reports drop-down menu to select the type.

   You can choose from All Reports, Business, Consumer Spending, Demographics, Maps, Traffic, Market Potential and Tapestry Segmentation. All Reports is the default.

   Once you select from the list, the reports in the category appear.

   Note:

   Click here for more information on the geographic differences between 2000 and 2010 and how it affects running reports.

2. Click Add in the Add column to add the report to the Selected Reports table.

   You can click the report name for a Report Description dialog box, which provides information about the report, a sample view, and related information links. This helps you determine if the information in the report is what you want. The Report Title column indicates the report name.

   The Vintage column indicates Data and Geog. in a report.

   • Data - This icon indicates the source and vintage of the data included in that particular report.
   • Geog. - This icon references the vintage of the geographic boundaries represented in that particular report. This could be either 2000 or 2010.

   The Price column indicates the price for the report.

   The Format drop-down menu allows you to select the format of the report. You can choose PDF, Excel, or Both.

   The Sample column provides a sample view of the report. Click the sample report icon to view a sample.

   

   The Favorites column indicates favorite reports. Click the star to select favorite reports. When selected, the star will turn green.

   

   The report is added to the Selected Reports table for the selected sites and appears at the bottom of the screen.

3. Continue this process until you have selected all the reports that you want to run.

   To change the order in which the reports appear in the all-in-one PDF, place your cursor over the report name to access controls to change the order. You can change the order of the reports by using the arrows to move the report up or down in the list. You can also use the bar to move the report via dragging and dropping.

   Note:

   Reports will appear in the all-in-one report in the same order as they are listed in Selected Reports.

   Click Remove to remove the report from the list.

   Click Remove All to remove all the reports from the list.

4. Click Run Selected Reports.

To run a quick report

Running a quick report gives you fast access to a report that appears on your desktop. Quick reports are not stored in Previous Reports.

In the Selected Reports table at the bottom of the screen, the selected reports appear.

The Format drop-down menu allows you to select the format of the report. You can choose PDF, Excel, or Both.

Steps:

1. Click Run now.

   When the report is ready, the Run now text is replaced with Open Report.

2. Click Open Report.

   The report appears.

To run selected reports

When running selected reports, the reports are sent to you via email as well as to any others you have indicated in the Add cc text box.

Steps:

1. In the Selected Reports table at the bottom of the screen, click Run Selected Reports.

   An Order Confirmation dialog box appears with your order number.

   When the reports are ready, a Reports Ready dialog box appears with the list of the reports you selected. Your reports are available separately or in an all-in-one PDF. These reports can also be accessed in Previous Reports.

2. Click OK to close the Reports Ready dialog box.

To add more sites

If you want to create a report for a site that is not in the site panel, you can add the site.

Steps:

1. Click Add More Sites from the site panel.
   Note:

   If the sites in the site panel fill the space, Add More Sites will be hidden. Click the right toggle button to the left of the site panel to access Add More Sites.

   The Select Sites dialog box appears.

2. Check the check box for the site that you want to add.
3. Click Ok.

   The site appears in the site panel and is checked by default.

To select favorites

You can select favorite reports and manage the order in which they appear in all-in-one PDFs. As a shortcut to access the Favorites tab in Preferences, click the word Favorites in the column heading.

To add a report to favorites, click the star in the row of the report you want to make a favorite.

When selected, the star turns green .

To remove the report from your favorites, click the green star to remove the green fill.

To run favorites

If you want to run a report for your favorites, use the Run Favorites button.

Steps:

1. Click Run Favorites in the Run Standard Reports pane.

   The Order Confirmation dialog box appears.

2. Click Ok.
   Note:

   If you've selected reports that are not included in your subscription, a Confirm Checkout dialog box appears to take you to your cart to purchase the reports. Click Go to Cart to make the purchase.

   The Reports Ready dialog box appears. The order of the reports listed in the dialog box can be changed in Preferences.

   Some reports are not available for a polygonal site. If you've selected one of these reports, an error message appears. Check the list below for reports that are not available.

   Reports not available for polygonal sites are

   • Business Locator
   • Site Details Map
   • Site Map on Satellite Imagery
   • Traffic Count Profile
   • Traffic Count Profile Map Close-Up
   • Major Shopping Center Locator

To add a new location

If you want to create a report for a new location, use the Add New Location button.

Click Add New Location in the Run Standard Reports pane.

To sort reports

You can sort the view of the reports.

You can choose from Report Name, Popularity, Price, and Favorites.

Click the word to make your selection. The chosen item will appear in black, while those not chosen will be blue.

To email selected reports

You can email the reports to others. You can send them to others in your organization or those outside including clients. Use the Send to and Add CC to indicate the email addresses of those you want to receive the reports. The Report subtitle text box allows you to indicate the subtitle of the report. Reports are emailed only when Run Selected Reports is selected. Reports will not be emailed if you select Run now.

Steps:

1. To receive the reports via e-mail, the user name is automatically entered in the Send to text box. You can change this default setting in Preferences.
2. To send the reports via email to others, enter their email addresses in the Add CC text box. For more than one e-mail address, separate the email addresses with a semicolon only. Do not add a space in between email addresses or semicolons.
3. To add a report subtitle, type the subtitle name in the Report subtitle text box.