Running reports

You can generate reports for study areas based on a variety of demographic, consumer spending, and market profiles of the studyarea. Reports can be generated for all study area types including rings, donuts, drive times, standard geographies, and polygons.

Reports are helpful to analyze demographic and income profiles of your existing sites. You can also run reports to evaluate demographic and income profiles of potential sites. You can determine population types within a specific drive-time or distance from a site. Reports can be a useful tool to help you identify and segment customer for existing or proposed sites and reach your customers more effectively. You can generate site maps and compare site profiles to ensure the product and marketing are custom to the clientele in the area.

Reports vary by country and are data centric. See the following tables for descriptions of reports by country.

Reports for Canada

Report type	Description
Age by Sex	Key demographic indicators such as population, age, and gender are provided for historic-year estimates, current-year estimates, adn five-year forecaststo expose gender and age trends in your trade area.
Census Age 55+	Compares up to three areas side-by-side, using Census 2006 household data to reveal trends in demographics for the 55+ segment of the population.
Census Market Profile	Summarizes essential characteristics of the Census 2006 data for an area, such as language/ethnicity, educational attainment, employment, and household type/size.
Age 65+ Profile Canada	Contains historic-year estimates, current-year estimates, and five-year forecasts of age by sex breakdowns and household by age of maintaner data for an area.
DEP Market Profile	Contains historic-year estimates, current-year estimates, and five-year forecasts for key demographics of an area, such as dwelling and family information, household income, and breakdowns of the population by age, sex, language, and ethnicity.
DEP Occupation Profile	Provides a detailed profile of the labor force of an area by type of occupation and mode of transportation to work.
Detailed Income Profile	Historic-year estimates, current-year estimates, and five-year forecasts of household income values for your trade area, broken down by income ranges.
Family Report	Provides a detailed breakdown of family structure for an area, by marital status, number of children, and children at home.
Housing Profile	Provides a detailed profile of housing choices and trends in your trade area from high-rise living to single-family homes and from renting to owning.
Language and Ethnicity Profile	Key demographic indicators of an area such as language, ethnicity, and immigration status are provided as historic-year estimates, current-year estimates, and five-year forecasts.

Note:

Reports for Canada are based upon 2006 Census of Canada and Environics Analytics 2005, 2006, 2010, 2015, and 2020.

Reports for United States

Report type	Description
Age by Income Profile	Details household income age of householder within a specified area and shows the percentage distribution for each age group.
Age by Sex Profile	Identifies the size and location of population groups, such as children or the elderly, based on a specified area.
Demographic and Income Profile	Reveals trends in household demographics and income, illustrated with bar and pie charts.
Housing Profile	Provides detailed information about housing choices and trends, from high-rise living to single-family homes, as well as information from renting to owning, within a specified area.
Quarterly Demographic Profile	The Querterly Demographic Profile provides querterly updates of population and households. Totals are provided for eight quarters for the current year and the preceding year. and the report is presented in tabular and graph format. Use this report to compare current data with the previous update and view periodic fluctuations in data, such as seasonal population shifts.
Market Profile	Provides an overview of key demographic attributes and consumer spending patterns for a specified area. A side-by-side comparison of the data for up to three areas is included.
Executive Summary Report	Provides an executive summary in paragraph format of key demographic attributes in a trade area. The report includes current-ear estimates, five-year projections, and demographic data from Census 2000.
Retail Goods and Services Expenditure	Based on 2010 consumer spending.
Demographic for Layout Report
Site Map	Standard site map for production, available as a street map that encompasses the entire area of your site.
Tapestry Segmentation Area Profile	The Dominant Tapestry Site Map is based on Esri's Tapestry Segmentation and displayed the primary market segment for a specified area. Tapestry Segmentation classifies U.S. residential neighborhoods into 65 characteristics. See http://www.esri.com/data/esri_data/tapestry.html

Note:

Reports for USA are based on U.S. Census 2010 and 2015 Demographic and 2010 Consumer Income.

Reports for all other countries

Report type	Description
Demographics and Consumer Spending	Provides a summary of the following: Demographic -- household and population Population -- by age range and sex Purchasing power -- per thousand, per capital and index Consumer spending -- clothing and footwear per thousand, per capital and index

Note:

Reports used for countries other than Canada and USA are based upon Experian and Michael Bauer data.

Steps:

1. On the Task Menu, click Run Reports.

   The Run Reports wizard opens.

2. Select the study area from the drop-down menu.

   The study area lets you narrow the list of available study areas on the table. Active study areas automatically appear in the table. However, you have the ability to run reports for inactive study areas as well. To show all saved study areas, select All Studies from the study area drop-down menu.

3. Select a study area using one of the following methods:
   • Drag a study area from the top table into the bottom table.
   • Double-click a row in the top table.

   Select study areas are displayed on the Selected Study Areas table.

4. Click Next.

   The Run Reports wizard proceeds to step 2. Here you will define the reports you want to generate.

   The default table view lists all available reports. You also have the ability to search reports by report groupings. You can do this by selecting the desired groupings from the drop-down menu.

5. Select the report(s) to generate using one of the following methods:
   • Highlight a report and drag the report to the bottom table.
   • Double-click on the desired report to add the report to the bottom table.

   Not all reports are available for each study area type. In the report table, the supported study area types are identified for each report using icons in the Supported Type column.

   The legend for each icon is displayed at the bottom of the table. If you select a report that is not supported for the study area, the report will be highlighted in red when added to the table. Any unsupported reports must be removed before proceeding.

   The report is added to the table of selected reports.

6. Select the output format from the drop-down menu.
7. Click Next.
8. Select a logo for your report using one of the following methods:
   • Click to select an image in your library.
   • Click Browse, navigate to the desired image file, and click Open. Click Upload to upload the file.

   You can select an existing logo from the library or upload a new image. Supported image formats include *.png or *.jpg file types. The size dimension for report logos is limited to 250 x 250 pixels.

   You can upload up to 10 custom logos to be used on reports that support report logos. You can also delete previously uploaded report logos that are no longer relevant to your task.

   An error message appears if the logo exceeds the size limit.

9. Click Next.
10. Enter a report subtitle (Optional).
11. Enter additional email recipients (Optional).
12. Select the notification option:
    • Check the Notify Me When Order is Ready checkbox to review an email notification when the order is available.
    • Uncheck the Notify Me When Order is Ready checkbox to decline an email notification when the order is available.
13. Click Run Order.

    A report confirmation appears at the bottom of the wizard.

14. Click Next.

    A confirmation message appears to let you know the report order was submitted successfully and provides additional workflows you can explore. Report orders will be processed asynchronously. This means, you can continue to use OnSite Solution as the report is processed.

    Once a report is processed, a prompt will display in the application letting you know you can now access the report. Reports can be accessed in the Data Manager. See Managing previously run reports. You will also recieve email notification to the email address linked with your user account.

15. Click one of the following:

    Run More Reports	This option returns you to the start panel for the Run Reports wizard. See Running reports.
    Additional Tasks	This option exits the Edit Preferences wizard and launches the Task Menu for additional options.
    Return to Map	This option exits the Edit Preferences wizard and launches the Task Menu for additional options.