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Business Analyst Online: Make a Report

Create a Project

BAO can build reports to see where segments, people, or businesses are located. The instructions below can help you get started.

  1. Sign into ArcGIS and open Business Analyst Online. See "How to Access" tab for more instructions.

Although you are making a report, you first need to use the Maps tab to define an area for reports.

  1. Click on the “Maps” tab at the top of the page
  2. Click on "Create Project"
    • Skip this step if the "Maps" tab brings you directly to a map

Define Area for Reports

Business Analyst Online example of Define Areas for Reports

To define a specific area you want to collect data on:

  1. Click on "Define Areas for Reports" which is under the "Maps" tab
  2. Use one of the options to select an area: 
    • Find Location- If you have a specific address in mind, click on "Find Location"
    • Select Geography- If you are looking at a country, state, county, zip code, cities and towns, congressional districts, or county subdivisions, click on “Select Geography” 
    • Draw Polygon- If you want to draw your own border around an area, click on “Draw Polygon” 
  3. This example will find segments in Boulder, CO. Click on “Select Geography” 
  4. Choose the method you want to use to find your location. This example uses Search to keyword search a location.
  5. Find your location. If using the Search function, type in a zip code, county, or city name such as Boulder, CO. Review the search results, select your location, and click on "Next".
  6. After you site has been saved, click on "Get Reports"
    • Moving forward, your locations will be saved and you can proceed directly to the "Reports" tab

Build a Report

Business Analyst Online example of running a report

  1. If you are not on the "Reports" tab, click on the "Report" tab and click on "Run Reports"
  2. Select the sites you want to use to run a report(s)
  3. Under “Add reports”, scroll down until you see “Tapestry Segmentation Area Profile”. Select if you want a PDF, Excel, or both. Click “Add”.
  4. Under “Add reports”, find the report you are interested in, select a format (such as "PDF"), and click "Add". The reports you selected should appear on the right side of the screen, under "Selected reports". This example will run a report on "Community Profile".
  5. When you have selected your reports, next to the reports you've added, click on "Run Now". Or, at the bottom right corner, click on "Run All"
  6. When your report is done running, click on "Open Report..."

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