Report Basics

In Landscape a 'Report' is a way of using a pre-created template to grab data from Landscape (text, map data, photos, and forms) and bring it into a customizable and printable layout.  The most common way most users interact with Landscape reports is when they generate a monitoring report, which displays data from the Property record (address, landowner, property name), and the Site Visit record (date of visit, form responses, and photo information) as a printable .pdf. This article talks more about the monitoring workflow in Landscape.

You can have as many report templates as you need in your account. You can also import templates that other organizations are using.

Here's a project status report which brings in the project budget, a funding breakdown, and displays a list of tasks and their statuses:




Here's a simple funding source report that displays the name of the funding source and then any associated agreement and disbursal:




And this is a baseline photopoint table and photo sheet:




But the sky is really the limit in terms of what can be generated. Here's a nice 'Stewardship Status' report that displays key items about a stewardship site:







A report can be run from an individual record, or on multiple records at once. Learn more about how to run one or multiple reports here.


Understanding Report Templates

To see what a report template looks like 'under the hood', navigate to the Landscape 'Home' screen and then click on the 'Reports' tab.  There you will see a list of all of your available report templates. Click on a report template to examine it or edit it.




The left panel displays the overall report layout and enables you to add blocks and see what your report will look like. Report templates are made of different types of blocks, each of which has a different use. You can hover over a section to see what kind of block is used to make it. Map blocks, for instance, are used to display maps, whereas 'basic' blocks can be used to merge basic data from the record. More on report blocks here.  

Initially, the right panel will display key information about that report template. This includes Name, Description, and Category.  Category is a very important option to select, as it sets which context you'll need to run the report from, and determines which merge fields are available to the editor. For example, Monitoring Report templates have a category of 'Site Visits', while a standard Property report would have a category of 'Properties'.

If you click on any block, the right panel will switch to the block editor:




The block editor is where you do the actual building of the report. Here you can edit text, add images (like logos) and merge fields. The toolbar across the top displays the various tools available to you as you edit the block. Hover over a button to get a tooltip.  Most of them are standard text and paragraph formatting tools, but there are a couple of special ones.

Merge Fields (mceclip10.png):
Text like this: '[[TEXT]]' in a report template is like a special placeholder for the data that will be placed there when you run the actual report. For example, the '[[EndedOn]]' text above will display the 'End On' date from the site visit record when the report is run.  This operation is called a 'merge' because you're 'merging' data from the database into the report. Luckily you don't have to know the special name of the field - you can simply use the 'merge fields' button to choose the correct field.





Code View (mceclip11.png):

Click on the code view button to see and edit the block in html. Click the button again to go back to the regular view. This can be especially useful for overwriting automatic or pesky formatting, but some knowledge of html is required.


Editing a Report Template

Edits to report templates are saved automatically. If you're new to report building and are concerned about making errors while you're editing the template, it can be good practice to create a copy first and then edit that copy.  Create a copy by selecting the check box next to the report template name and then selecting the 'copy' button:




This will create a copy of the report, which you can now edit without fear of altering the original.


For more on report templates, visit the 'Reports' section of the knowledge base or watch the short video on report templates here. There's also a one hour training video which also talks about views here.

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