Reports are authored by mission analysts and completed by mission members. Reports serve to organize, communicate, and record information that has been identified as relevant to the mission. There are two types of report, the Mission Report and the Sensor Report. The following documentation deals solely with mission reports. Read here for information about sensor reports.
On the Reports tab in Mission Details, mission reports are displayed by default. A list of available mission reports is displayed and includes the title, description, and whether the report is active or inactive. Clicking on the report displays a read-only version of the report.
The Tactical Summary Report is a default report created when you create the mission. Additionally, mission owners and administrators can create custom reports or leverage previously created report templates for their mission. A mission report item and associated hosted feature layer is created in your portal each time a custom report is created.
Preview a report
To preview a report, complete the following steps on the Mission Details page:
- Click the Reports tab.
- Click the report you want to preview.
A read-only sample version of the report appears. Only one report can be previewed at a time.
- Click Close Report Preview to close the report.
Create a new report
If you are a mission owner or an administrator, you can create a custom report for your mission. This workflow allows you to create a report with different fields, in any combination or number. These reports can optionally be assigned to a task in the mission analyst experience.
Field types
There are multiple field types you can use in your report. You can add as many fields as you would like in your report. Any field you add can be set as a required field. The supported field types are:
- Single Line Text - a field that supports a short, free text response.
- Multi-line Text - a field that supports a long, free text response.
- Number - a field that supports integer values.
- Single Choice - a field that supports a user selecting one choice as an answer. A minimum of two choices are required.
- Date and Time - a field that supports entering a date and time.
- Drop-down List - a field that supports selecting a choice through a drop-down menu. A minimum of two choices are required.
Additionally, you can enable attachments on your new reports layer by toggling Enable Attachments to on. This allows mission members to add .jpeg and .png attachments when submitting their report.
Create a new custom report
You can create a new report through a form by giving your report a title, description, a custom icon, and multiple field types. To create a report, complete the following steps:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Reports tab.
- Click the Create a New Report button.
The report creation form opens.
- Click Create a New Report.
The report creation form opens.
- Provide the following information:
- Title (required)
- Description (required)
- Optionally, change the report icon by clicking the pencil icon. See Changing Report Symbols below.
- Select a field to add from the list on the left and click. It will appear as part of your report, under the title and description.
- Enter what you want to call your field into the Label line
- Optionally, you can mark the field as required by clicking the This is a required field checkbox.
- Repeat steps 7-10 as needed. You can have as many fields as you like.
- To enable attachments on the report layer, toggle the Enable attachments button (underneath the title and description) to On.
- Click Preview to view a preview of your report as you complete your form. This can be done any time a change is made.
Additionally, you can close the preview pane by clicking Collapse Report Preview.
- Click Publish once you are done creating your report. Click Cancel to return to the initial report creation page.
A modal with additional steps appears.
- Add any tags of your choice to allow searches in the future and choose to share your report to your organization to be leveraged as a template in other missions.
- Click Publish to publish your report. Click Cancel to return to the report creation form.
A dialog box appears with a status bar. A message indicates that the report creation is successful or if it fails.
- After a successful report publication you will be returned to the Reports Tab.
You can create as many reports for your mission as you would like.
Create a report from a template
You can leverage a report template shared to your organization and use it as a quick way to create a new report to your mission. To create a report from a template, complete the following steps:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Reports tab.
- Click the Create Report from a Template button.
A dialog opens with all report templates available to you in your organization. The templates are displayed with the report title, description, report author, and the creation date.
- Select a report to publish. Additionally, you can click Preview to view the report fields. Click Back to Report Templates to go back to the templates list.
- Click Publish once you are done creating your report. Click Cancel to return to the initial report creation page.
A modal with additional steps appears.
- Add any tags of your choice to allow searches in the future and choose to share your report to your organization to be leveraged as a template in other missions.
- Click Publish to publish your report. Click Cancel to return to the report creation form.
A dialog box appears with a status bar. A message indicates that the report creation is successful or if it fails.
- After a successful report publication you will be returned to the Reports Tab.
You can leverage as many report templates as you would like to create new reports in your mission.
Changing report symbols
Report symbols have a number of options that allow users to customize the way a report appears on the map. The default report symbol is an orange diamond, but users are encouraged to create custom symbols for each report they create, in order to visually differentiate them.
Single Symbol report icons
Most reports use a single symbol to mark the report on the map. Users can select between Basic Shapes, Mission Icons, and Custom Web Styles.
- Basic Shapes are polygons which users can customize; customization options include color (both fill and outline), line thickness, and icon size.
- Mission Icons are a selection of symbols that can be used for a report; the only customization option is icon size.
- Custom Web Styles are supported if they are published to your organization's portal; the only customization option is icon size.
Note:
Custom Web Styles can be made available for use by:
Adding the web style itemId to the list of symbolItems on the ArcGIS Mission Server/self REST call. Doing so will make the web style available in every mission.
- Sharing the web styles to the mission group. Doing so will only make the web style available to the shared mission.
After creating the symbol, click Save to assign it to the report you are creating.
Unique Value report icons
Certain mission reports have the option to use different icons depending on the result of the report. In a report using the Single Choice and/or Drop-down list, each answer given as part of the field can be assigned its own icon. To use the Unique Value report icons, complete the following steps:
- Follow the Create new report form workflow (see above) to step 11,
skipping step 7.
Make sure to include the Single Choice or Drop-down list report fields, if not both.
- Click the pencil icon to open the Edit Report Icon dialog.
- Click the Unique Values option.
- Select the field you want to assign a unique symbol to (displayed by title).
- Select from the list of answer options the one you wish to customize.
- Create a symbol you want to assign to the selected answer.
To do this, use the options described in Single Symbol report icons (see above) to customize the symbol.
- Repeat steps 4 - 6 for each answer you wish to assign a symbol to.
After assigning the unique values, click Save to assign them to the report you are creating.
Set a report active or inactive
Reports can be set to either active or inactive status. Setting a report to inactive will not remove it from the mission, but will make it inaccessible to users until it is made active again. To set a report active or inactive:
- Click View Missions.
- Click Mission Details for the mission.
- Click the Reports tab.
- Select the report whose status you want to change.
- Click the status to display the status dialog.
- Click the status you want to put the report in.
A dialog will display, asking you to confirm.
- Click Confirm.
A notification will display, stating that you have successfully changed the report status.