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Creating Territory reports

Step One

Open a project - To create a report based on your own Territory layer, Open an existing project that contains the layer you wish to report on.

Step Two

Open the report window

To open the report tool, click on the Reports icon. You will be prompted to Save your project which will save any changes that have been made to the project, including the layers in the project. Choose Yes to save the project and open reports.      

Tip: The report tool is only available if you have a Google Map Base switched on. If you have an OSM map base you will need to change this in the Map Bases section of the panel

Step Three

Choose a report template - The first step is to choose a report template. This can either be a new report or a saved report. For a new report click on the Profile Report template.

Step Four

Give the report a name - In the Report Design panel you can setup the report to define the content and appearance of your report. If you want to save the report for future use, open the Report Name section and type a name for your report in the Name box.

Step Five

Select the report content

To choose the level of detail and content for your report, open the Content panel. From here you can select which layer from your project you would like to base the report on, by clicking on the dropdown list next to Layer. You can also choose whether to create an Overview Report or Individual Report.      

An Overview report will generate a map showing the full layer and a table summarising all of the information associated with the layer.      

An Individual Report will generate a map and data table for every individual record within the report (e.g. one map/data table for each Territory).          

You can also specify if you want your report to contain a Map, a Data table and /or a Chart.        

(please note that chart is not currently available).

Step Six

Change the page settings - You may wish to change the page settings. The system will automatically choose an appropriate orientation for your report but if you want the pages to be specifically Landscape or Portrait you can select this in the Orientation dropdown list.  You can also change the background colour of the report by clicking in the colour box and selecting a new colour.

Step Seven

Change the header settings - The Header section allows you to customise the heading that appears at the top of the report. You can choose to Hide Report Header which will remove the whole header from the report or you can add a custom title by ticking the Title box and typing your title into the text box. Finally you can choose a colour for your header text and background by clicking in the Label Colour box and the Background Colour box.

Step Eight

Change the map settings

From the Map section you can tick off/on a Scale Bar and a Legend for your map. You can also select a position for the legend by selecting from the dropdown list below Legend.      

The option Zoom – Fit to records allows the system to automatically scale the map so that it is zoomed in to the feature(s) you are reporting on. If it is unticked the zoom level will be similar to the current map in the project window.

Step Nine

Specify the data for your report

The Data section allows you to specify which columns to include in the Data table of your report. This section is only available if you have elected to include a Data table in the Content section (See Step 5). You can remove columns that you do not need by un-ticking the boxes next to each column name.      

At the bottom of the data section there is an option to Include Breakdown. The report automatically creates a summary report but this option allows you to also report on detailed information. For example if you have elected to create an Overview Report (in the Content section) then the breakdown report will show a table with all your Territories and their associated data.      

If you click on Advanced you can select which columns to include from the breakdown layer.

Step Ten

Filter your report features - You can also Filter your report so it only includes specific features that you are interested in. If you select Advanced, you can select which features to include by ticking / unticking the features. To return to the main Report Panel click on the Report Home arrow at the top of the panel.

Step Eleven

Run the report

Finally select Run Report to update the Report Preview. The first page of the report will contain a summary view and the next page of the report will contain a detailed view, if you selected the Include Breakdown option.      

Press the Save button to save your report.

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Printing a Territories map with a Google map base

Step One

Switch on the Territories layer - To print a map showing your own layers, Open an existing project and then select My Data. If you can’t see your layers on the map, tick the box next to your layer to switch the layers on.

Step Two

Select a Google map base - Click on Map Bases and select a Google map base to access the printing steps outlined in this step-by-step guide. If you are using an OSM map base, the ‘Territories Steps – Create Output – Printing (OSM)’ step-by-step guide should be followed.

Step Three

Select the print tool - To open the print preview press the Print tool on the toolbar at the top right of the map. If you can’t see the tool, click the dropdown on the right of the toolbar to reveal the tool. The Print tool should then be available.

Step Four

Change the print settings

You can change the Orientation and Background Colour of the print by opening the Page section of the print settings. To change the orientation select from the dropdown list.      

To change the page background colour, click in the colour box and select a colour. Press Refresh Preview to apply any changes to the settings.  

Step Five

Change the report header

You can change the report header in various ways by opening the Header section of the print settings.      

Hide Report Header: If you do not want your map to have a header panel, tick this box to remove it.    

Title: If you want to add an additional title to the header, tick this box and type your title in the text box.

Label Colour: To change the colour of the header text, click in the colour box and select the required colour.  

Background Colour: To change the background colour of the header panel, click the colour box and select the required colour.      

Press Refresh Preview to apply any changes to the settings.

Step Six

Add a Legend - To add a legend to your map, open the Map section of the print settings and tick the Legend box. You can choose a position for the legend by selecting a position from the dropdown list. To switch the Scale Bar off /on, you can untick or tick this box.      

Press Refresh Preview to apply any changes to the settings.      

Step Seven

Print the map - To print the map, press the Print button on the top left of the toolbar. Your default printer settings will open allowing you to print the map.

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Printing a Territories map with an OSM map base

Step One

Switch on your Territories layer - To print a map showing your own layers, Open an existing project and then select My Data. If you can’t see your layers on the map, tick the box next to your layer to switch the layers on.

Step Two

Select an OSM map base - Click on Map Bases and select an OSM map base to access the printing steps outlined in this step-by-step guide. If you are using a Google map base, the ‘Map Pins Steps – Create Output – Printing (Google)’ step-by-step guide should be followed.

Step Three

Select the print tool - To open the print preview press the Print tool on the toolbar at the top right of the map. If you can’t see the tool, click the dropdown on the right of the toolbar to reveal the tool.

Step Four

Refresh the print preview - Next, you will be presented with the print panel which allows you to apply various settings to your output. You can also reposition your map using the standard navigation tools (zoom in / out, pan, fit map). The preview window provides an image of the output. Select Refresh Preview to update the image when changes have been made to the settings.    

Step Five

Change the page settings - You can change the Orientation and Background Colour of the print by opening the Page section of the print settings. To change the orientation select from the dropdown list or select the orientation button on the preview toolbar. To change the page background colour, click in the colour box and select a colour.

Step Six

Change the report header

You can change the report header in various ways by opening the Header section of the print settings.      

Hide Report Header: If you do not want your map to have a header panel, tick this box to remove it.    

Title: If you want to add an additional title to the header, tick this box and type your title in the text box.

Label Colour: To change the colour of the header text, click in the colour box and select the required colour.    

Background Colour: To change the background colour of the header panel, click the colour box and select the required colour.

Step Seven

Add a legend and scale bar - To add a legend to your map, open the Map section of the print settings and tick the Legend box. You can choose a position for the legend by selecting a position from the dropdown list. To switch the Scale Bar off /on, you can untick or tick this box.

Step Eight

Print the map - To print the map, press the Print to PDF button. Alternatively, select the print button within the print preview panel. A PDF map will be automatically downloaded.

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Using the Share tool

Step One

Open the project - To Share a project with other people who do not have access to SKiN, you firstly need to open the project in SKiN. After logging into SKiN, select Open an existing project and select the project that you wish to share.

Step Two

Choose to share project - To share the project, click on the Share Project button in the top-right of the screen.

Step Three

Set up a share link to your project

A dialogue box will be shown when the Share button is clicked and this will allow you to copy a url link to send to a colleague or open a new email in your default email, containing a hyperlink to your SKiN project. To Copy the link simply highlight it by clicking and dragging over the url link with your mouse. To create an email select Create Email.      

You may see a windows message asking of you want to leave this site. This is because the process will open an email window. You may therefore select ‘Leave’.

Step Four

Recipient accesses project - Once the recipient has access to the link to your project, they can paste it into their web browser to access the project. The project will be available for 72 hours after the link was created. The user will not be able to edit the project or data in any way, it is automatically setup as a read-only project.

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Exporting Territories data to a file

Step One

Open the Territories layer - To export Territories data from your own layer, Open an existing project and then select My Data. Click on the layer you wish to export.

Step Two

Open the data view - Within the layer editor panel click on the data grid button to open the Data View.

Step Three

Export the Territories data - To open the export data window, click on the Export button which can be found on the right hand side at the top of the data view.    

Step Four

Select the file format - You can change the file format by clicking in the dropdown box and selecting the Format that you would like to create.

Step Five

Choose which table to export - You can choose the level of detail that you want to export by selecting one of the following next to Table to Export:    

Summarised List: This will provide a single row for each Territory within your layer.      

Full Data from: When working with Territories you will have a detailed sheet in the data view for each of your Territories. This detailed view shows a list of all the components that are included within each Territory and their associated data. In this case you can choose to export the full data relating to your Territories.      

Step Six

Choose which columns to export - You can choose the columns to include in your export by unticking / ticking the column names in the Columns to Export box. You can also Select all or Select None. Press the Export button to create your exported Territory file.

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Creating a Snapshot Image

Step One

Open a project - To create a snapshot of your own data, Open an existing project to display the map you would like to capture in the snapshot.

Step Two

Create a snapshot - To create a snapshot of your map view, click on the Snapshot button. If you cannot see the snapshot button above the map, close the left hand panel by clicking on the arrow at the side of the panel. You should then be able to see the snapshot button.

Step Three

Annotate the snapshot - You can use the drawing tools in the top-left of the snapshot window to annotate the map. You can select the line thickness, add text, change the line colour and erase.      

Step Four

Download the image - To download your image, select the Download button from the top right of the snapshot window to create your file. A link to the png file will appear at the bottom of the screen.

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