Enhanced Reporting

LANDSCAPE offers a few ways to export your data for reporting purposes. You can export your conservation views to a simple spreadsheet or merge the data to a word document. Now, you can also merge it to an integrated HTML-based template with enhanced functionality. This is the recommended way to create reports from your data suitable for printing.

Creating HTML Report Templates

To create a new HTML Report Template, navigate to Conservation, then choose Report Templates from the sidebar. Click the plus button to add a new template.

From the details area on the right of the editor, choose Yes for Use HTML Template:

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HTML templates offer new options:

New Page for Each Result When you select Yes for this option, the report will force a page break between each query result. This is helpful for reports that will be printed and each result needs to be on its own page. When this option is set to Nothe template content will be repeated for each each result with no breaks in between.
Sort Results On This option determines which field is used to sort the results of the query before they are merged into the template.
Sort Ascending When Yes the query results will be sorted in ascending order. For text, this means alphabetically. For dates, this would be oldest to newest.
Create Report for Each By default, you'll get 1 report for every result in your query. However, if you can choose to create 1 report for each item in a list of sub-items contained within each query result. This is useful in cases such as a report for Monitoring Visits where you may want to create a letter template that you send to each landowner of each property being monitored.

 

Adding Template Content

HTML templates are constructed with one or more content blocks. Each type of content block has its own attributes and special uses. New templates are given a single Basic Content block. To add more blocks, click on any of the Add Content buttons on the left margin of the report display.

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Header and Footer blocks may only be added to the start and end of the report, respectively.

 

Basic Content

Basic Content block is the simplest type of content block. To add text, images, tables, or content, click in the edit area of the block and begin typing. Use the toolbar at the top of the editor window to change formatting.

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Add new images, tables, or lists by clicking the Quick Action button that appears next to blank lines:

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Report templates use special tags to tell LANDSCAPE what data from your query results to merge into the report. The available tags are based on the report template's Category. If the Category is Property Acquisitions, then only tags related to Property Acquisition data are available.

To insert a tag, place your cursor where you want the new tag to be inserted and click the Data Tags menu button. Choose the data tag you want from the menu and it will be inserted into your content block.

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Scroll to the end of the Data Tags menu to find System Tags that insert the current date in short and long format and the current time.

 

Report Header and Footer

Report Header and Report Footer blocks are similar to Basic Content blocks, but differ in two important ways.

First, the available tags are only those fields from the query data that can be aggregated. For example, a template with a Category of Property Acquisitions will have a tag for Sum of Acquisition Size. This field will display the total size of all the Property Acquisition results in your query.

Second, whereas the Basic Content block will be repeated for every result in your query, Report Header and Report Footer blocks will only be displayed once in your exported report.

 

Repeated Content

For some reports, you may want to display data from your query results that represents a list of sub-items. For example, Monitoring Visits have a list of Interest Holders. If you wanted to generate a report that showed the contact information of each of those Interest Holders for each Monitoring Visit, you would use a Repeated Content block.

First, select the field that contains the list of items you want to repeat:

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Now, the Data Tags that are available are the fields within each item you chose. For example, the available tags for Interest Holders are:

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Now, any content within the Repeated Content block will be duplicated for each of the items in the list for each result of your query. For example, if result 1 has 2 interest holders, the content will be repeated 2 times. If result 2 has 0 interest holders, it won't be repeated at all. Instead, a default message will appear indicating there are no items to show.

Repeat Headings and Footers

Repeated Content blocks can also have their own headings and footers. This is often desirable if you want a title on top of your repeated content, but you don't want your title to repeat for every item as well.

To show headings or footers, click the Options menu and check Show Heading or Show Footer.

The Heading or Footer content is edited in its own editing space in the content editor:

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Collapsing the Whole Block

If you want the entire block, heading, footer and all, to be removed from the report if there are no items to show, choose Collapse Block when Empty from the Options menu.

Sorting

To specify a particular order for your sub-items, click the Sort menu and choose a field on which to sort.

Filtering

Some sub-item lists can be filtered using a query. This allows you to determine which of the sub-items are visible in the report based on criteria that you specify.

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Click the Filter button on the toolbar. You can then choose which fields you want to filter by. To add more rows of criteria, click the Add another query button.

 

Map Content

Map Content blocks display interactive maps in your exported reports. The layers available depend on the Category of your report template. To choose which layers to show, click the Map Layers menu and check or uncheck the desired layers.

Map Content blocks have no editable content unless you enable Show Map Title from the Options menu.

Also from the Options menu, you can choose from Small, Medium, and Large heights for the map and whether to show a map legend in your exported report.

 

Reordering and Removing Blocks

Blocks can be reordered by clicking on the move up or move down buttons upper left corner of the block:

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Report Header and Report Footer blocks can not be reordered. The are always at the beginning and end of the list of blocks, respectively.

To remove a block, click the X button on the right corner of the block.

 

Nested Repeating Content

Sometimes you will want nested levels of repeated content. For example, in Monitoring Visits, the photos attached to points of interest associated with the visit are nested two levels deep. In other words, a single visit can have several points of interest, which can have several photos each. To merge this data into your report it is necessary to add a Sub-Content block to your Repeated Content block by pressing the Plus button on the right side of the content block toolbar.

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The Sub-Content block is edited just like a normal Repeated Content block.

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