Design the report

Predefined field placement and text color can be used to define the initial layout of the report upon creation without the need to alter each element individually. Templates, styling, page size, page orientation, and margin space options are available during report creation to expedite the report creation process.

Design choices include:

• Template—Dictate the location of elements within a report. Attribute List is the default.
• Styling—Designate the appearance properties of elements. Black and White is the default.
• Page units—The unit of measure to be used for both page size and margins. The default is derived from the operating system.
• Page size—The size of the exported report. Letter is the default.
• Orientation—The orientation of the exported report. Portrait is the default.
• Margins—Blank space to be maintained around the outer edge of the exported report. Normal is the default.

Design the report in the Create New Report pane

Templates, styling, and page setup are optional configurations that can be applied to your report. Template and styling options are only available during new report creation.

1. On the Insert tab, in the Project group, click New Report to open the Create New Report pane.

   Alternatively, right-click a layer in the Contents pane and click New Report to open the pane and have the report's data source set directly.

2. In the Create New Report pane, review or update the Report Name and Data Source options and click Next.
3. In the Filter the data options, specify the fields and rows to show in your report and click Next.
4. In the Organize the data options, establish optional levels for grouping, sorting, and summary statistics, then click Next.
5. Under the Display options, in the Template drop-down menu, choose the template that best describes your desired result.

   If grouping was established when organizing the data, only those templates that use grouping are listed in the Template drop-down menu. If no grouping is used, the templates that don't include grouping are listed.

6. In the Styling drop-down menu, choose a styling theme.
7. Under Page setup, optionally change the Page units drop-down menu.
8. In the Page size options, choose the exported report paper size from either the drop-down gallery, the Select Page from Printer button , or manually adjusting the Width and Height values.
9. For Orientation, choose either Portrait or Landscape .
10. In the Margins drop-down menu, choose the margin configuration for the final exported report.

    For reference, the measurements for the chosen margin are reflected in the boxes below the drop-down menu. The margin areas will be cropped from the report view, and will only be visible when the report is exported.

11. Click Finish to generate the report using the current configuration.

Change page setup in the report properties

Page setup configuration can be changed after it has been established by completing the following steps:

1. In the Contents pane, right-click the report title and click Properties.
2. Click the Page Setup tab.
3. Optionally change the Page units using the drop-down gallery.
4. In the Page size options, choose the exported report paper size from either the drop-down gallery, the Select Page from Printer button , or manually adjusting the Width and Height values.
5. For Orientation, choose either Portrait or Landscape .
6. In the Margins drop-down menu, choose the margin configuration for the final exported report.

   For reference, the measurements for the chosen margin are reflected in the boxes below the drop-down menu.

7. Click OK to apply this change.