Add reporting and ability to export to CSV

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84
12-28-2017 11:10 AM
Status: Open
JoshHabel
Occasional Contributor

I recently created my first operations dashboard for use with Survey123 and was a bit disappointed to find i couldn't create reports or export any data.  It would be super helpful for if you could create custom reports and export your filter selections in dashboard to a csv file.

84 Comments
Maxine_Jonckheere

Operations Dashboards could be a huge benefit for our operations. However, the reporting tool is really a MUST because not everyone has access to the dashboard and it is of high importance to share this information with remote colleagues to discuss results. Therefore there is a big chance that Operations Dashboard will not be used because it lacks the detailed reporting capability, which is a big shame and waste of investment. I read this before so I don't understand as well why Esri doesn't  enable this option, after years of requests to do so. Is there any recent update on this?  @DerekLaw 

DerekLaw

Hi Maxine,

the reporting tool is really a MUST because not everyone has access to the dashboard and it is of high importance to share this information with remote colleagues to discuss results.

"Reporting capability" in ArcGIS Dashboards is a pretty broad and vague requirement. If you could please share your specific workflows on what exactly you would like to do, that would be helpful.

On the original idea submitted,

Add reporting and ability to export to CSV

This is planned and on the short term Dev roadmap. It will be added to a future update of ArcGIS Dashboards Beta.

Hope this helps and happy holidays,

 

Maxine_Jonckheere

Hi Derek,

Thank you for your reply.
With reporting capability I mainly mean the capability to share the complete dashboard or seperate elements, as you see it, so with filters applied for example, in a decent layout. On the dashboard we drafted, there are a lot of hidden charts (several tabs) and a big list to scroll through, so it would be important that they are all visualized in a pdf (or Excel) on different pages (or tabs) for example. The more custimizing (also titles in the report, etc.) the better of course. This to provide information to colleagues that do not necessarily have access to the dashboard but still need the same information/conclusions.

Any idea on when the new Beta version would be released?

Thanks a lot and enjoy the holidays.

Maxine

DerekLaw

Hi Maxine,

Apologies for the late reply. It's been hectic at work the last week.

Thanks for the feedback. Some comments,

With reporting capability I mainly mean the capability to share the complete dashboard or seperate elements, as you see it, so with filters applied

Can you not take a screenshot of the dashboard with the filters applied as a workaround?

On the dashboard we drafted, there are a lot of hidden charts (several tabs) and a big list to scroll through, so it would be important that they are all visualized in a pdf 

This would be very difficult to implement, there would be too much variability to consider when trying to format into a report. Might be easier to simply give them access to the dashboard itself.

Any idea on when the new Beta version would be released?

The next ArcGIS Dashboards beta update should be coming out early next year.

Hope this helps and happy holidays,