Batch reports can be generated off of any csv/excel file that you've uploaded to PiinPoint as a Layer. 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 major tech HQs in the Bay Area uploaded:
Create a Batch Report(s) on 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 automatically be navigated to the Batch Report settings in PiinPoint.
Match the Data to Include in the Project
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. Bay Area HQs - San Jose:
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)
Set a Report Name
This decides the name of every individual report. Below the column, "Name" is used to label each individual report, for example, Adobe Headquarters, will be used for the Adobe HQ report.
Set a Batch Report Name
This decides the name of the collection or set of reports. This is the name that will appear on the Batch Reports page:
Select the Trade Area Size and POI Details
Choose what size of trade area to build around each location. You can also include comparison ranges using the Radii Rings field:
Then click Start.
All Batch Reports can be found within your Report library. If you chose to do a Regular set, they'll be within the Batch Reports section.
Looking for more information?
Check out this video for a step-by-step process on making a batch report, or reach out to our team through the Chat button and we'll walk you through the process.