Building a report is one of the best ways to quickly get value out of the mySidewalk Platform. All you need to get started is a meeting to prep for, a deadline to meet, and this guide!
To get started, you’ll open the Platform and from the main menu, click on the button in the left corner called New then Report to start a new report or to select a pre-made report template.
Our large number of templates is growing and includes a wide range of topics, from economic development to housing to education. The templates include relevant text, images, charts, and maps that you can then populate with your own data.
From here, you can name the report, set a default geography, and choose a folder for your report.
Once you have the report open, you’ll see the editing panel on the right side of the page. Here you can set the page defaults, rename the report, set the color palette, and change the default geography.
Your default geography is the automatic geographic boundary set for any new maps or charts you add to your report. You can always adjust the geographies of individual maps or charts if needed. Defaults can be both mySidewalk geographies and custom geographies.
You can change or add multiple default geographies by clicking Add Geography. Use the search option to find other geographies and simply click to add them to the report. Use the pencil icon to edit, the trashcan icon to delete, and the double bar icon to rearrange the order of the geographies in the editing panel.
We know your brand matters, so change the default color scheme to fit your community or organization's logo or branded palette. Click the drop down menu to select one of the preset color groups, or select Manage Color Groups then New Color Group to create your own palette.
The default color group is the automatic color group set for any new maps or charts you add to your report. You can always adjust the colors of individual maps or charts if needed, but you should try to stick to your palette when possible. Too many colors will make the report look inconsistent. The first color in the color group will show up more often than the others, particularly if you have a lot of callouts or one variable data displays. Make sure your fist color is the one that most represents your community.
To add a component to your report, simply click the blue plus sign on the left side of the page. Here you have the option to add text, graphs, images, maps, charts, and more.
- Add text and select header to make a title.
- Add images or other visualizations to help create visual hierarchy in your dashboard.
- Hover over a component to see your options to edit, duplicate, or delete a single component.
- Use the up or down arrow to move a component further up or down the page.
- In the top right corner of the page, you have the option to print your report or export the contents as a .CSV file.
To share a report:
Go to the menu and under the Share tab and select from the Publish Settings. You can make your report public and share it near and far with anyone who has the link, or you can publish it privately and create a password so only your department, organization, or friends can see the contents. Click here to learn how to share your report directly to social media.
Pro-Tip: The app automatically saves any changes that you make!! There is no undo button. Once a change is made, you cannot go back.
Have more questions? Watch the video below for a more in-depth walkthrough of how to build and share a report in mySidewalk.