Creating an Executive Trade Area Report

Updated

You can create presentation-ready outputs in the form of an Executive Trade Area report. 

Use WalkMe Through to be taken through a step-by-step of this process in ENVISION itself. Click on the WalkMe Through button below to get started.

WalkMe Through

Inputs Required:

In this article:

Creating an Executive Trade Area Report

  1. In the side panel, click Executive Reporting > Trade Area.

    Select trade area from executive reporting drop-down

  2. Click the check mark check mark to select the desired output pages, either for an entire section or the individual pages within a section.

    The options available in an Executive Report will vary depending on what data your organization licenses from Environics Analytics.

    Executive report page options

  3. Underneath the list of options, give the report a name.

  4. Click Next.

  5. Select your Trade Area(s) by clicking the checkmark next to the name.

  6. Select your benchmark/base by clicking the checkmark next to its name.

  7. Click Create Dashboard. You will see a notification in the bottom-right corner indicating that your report is being created.

Accessing the Executive Trade Area Report

The Executive Report will be listed on the Results page.

  1. In the side panel, click Results.

    The most recent report will be listed at the top of the page. If it is listed in bold font, with a check mark next to it, it is finished processing.

  2. Click the report to open it.

You can browse the various pages of the report for each of the Trade Areas you have chosen.

  1. Click the arrow to expand the Navigation Panel to see all the output you specified for this report. You can use the pushpin icon to keep the panel open.

    Pushpin icon

  2. Click the pages in the list to see the detailed report information.

  3. If you have chosen multiple Trade Areas, you can view them from the Select an Area pane.

  4. You can click the Presentation Mode button Presentation icon to see the reports in a full-screen mode.

  5. Use the left and right arrows on your keyboard to scroll through the pages of the report.

  6. If you have chosen multiple Trade Areas, you can select them by using the up and down arrows on your keyboard.

  7. Press the Esc key to exit the full-screen mode.

For more information on downloading the results, please see Downloading a Report Dashboard opens in new window.