Batch report sets can be generated off of any csv/excel file that you've uploaded to PiinPoint as a Layer. And if you have access to our My Locations feature, you can also generate a report set for all or select categories of your store locations.
Whether it's a set of local competitor locations that you've been exploring, or you curated your own layer of Candidate locations, batch reports will help you shorten the research process or consolidated information on multiple sites all at once.
Consolidate the Data
First, make sure you have data uploaded to Layers, as points on the map.
These locations, or the points in that Layer, will represent the location that each report is based off of, depending on the trade area that you set. For example, the map below has a list of all of the Go Train stations in the Greater Toronto Area loaded:
Create a Batch Report(s) from a Layer
Once the data is uploaded, it's a quick step to generate the batch report. If the batch report is based on a Layer, follow the steps below:
Open your Layers panel
Find the Layer in your list
Click on the ellipses to the right of your Layer name
Pick the option to "Create Report(s)"
You'll then be automatically be navigated to PiinPoint's Batch Report Menu.
Select a Dataset
1. Select a Layer
You'll be redirected to the Batch Report settings where you first choose the dataset to report on. Pick your Location Set or a Layer, e.g. Go Train Stations.
2. Select a Report Type
There are two types of batch reports: Regular and Comparison.
Regular Batch Reports: This will create a set of single site reports; one for every point in the Layer
Comparison Batch Reports: This will create a single report comparing all the points in the Layer (to learn more on these, see here)
3. Set a Batch Report Name
This decides the name of the collection of reports. This is the name that will appear on the Batch Reports page.
You will be brought to the identify mappings page. Here you are shown a sample row of all the attributes in the dataset, so that you can select which column attributes you would like to have determine the name of each individual report and any comments you would like to see included at the top of the report. In the example below, we've selected the Station Name (STA_NAM) for each of the Go Train Stations to be the name of the report. The dataset has a field called comments, and so naturally that was chosen for the comments field, though you can choose any attribute to be included as a comment below the Report Name.
Once you have set the name and comment fields, click "next".
💡PRO TIP: Before creating your report, ensure that your dataset has an appropriate field to use as the name of each report. For more details on adding attributes to a dataset, click here.
Set Reporting Method
Select the Trade Area Size
Choose what size and type of trade area to build around each location. You can also include comparison rings using the Radii Rings field.
You also have the option to include any of your point layers in your report, as well as any POIs selected in the POI feature panel. If you have a lot of layers, you will have to scroll down on the page to navigate to the list of POIs you can activate for the reports.
Once you have your trade area set, and the desired layers and POIs selected, click the green "Start" button to run the report. You will be redirected to the Batch Reports page, where you can open the data set by clicking on "Open Report Set" to the right of the Batch Name.
Depending on the number of points in your dataset, it may take a while to load the full set of reports.
All Batch Reports can be found within your Report library, accessed at any time by simply clicking the Reports tab at the top of the page.
Still got questions?
Talk to our customer success team in the Chat or email firstname.lastname@example.org.