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The Reports Tutorial

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Using the Reports feature, subscribers and trial users can generate a detailed report for a pre-defined location, radius around an address, or custom region. PolicyMap built each report by grouping together similar datasets that help describe a location. Users can generate as many reports for as many locations needed without additional costs. All reports use the latest data available in PolicyMap, so what you see on the maps and tables, can quickly be turned into a report.

First, choose the type of report you wish to generate. Each report was created with the idea that the data in a report will better describe the area you selected. Here are descriptions of each report:

  • The Community Profile is a snapshot of life in area, including information on its population, racial composition, age, income, workforce, and much more. See a sample Community Profile report here.
  • The Rental Housing Report includes rent information by bedroom size, income, and affordability data. See a sample rental report here.
  • The IRS Tax Report offers information about the types of deductions residents make on their income tax returns. For example, you can find out how many tax filers are making contributions to an IRA, contributing to charities, or claiming the EITC. See a sample IRS report here.
  • The HDMA Report is a summary of the number, typical amount, and type of home mortgages origins, including high-cost lending activity and high interest loans by race or ethnicity. See a sample HMDA report here.
  • The Home Sale Report provides a summary of the number of sales, median sale amount, aggregate sale amount, and loan-to-value ratio for 2006-2009 annually and for all quarters of 2007, 2008, and 2009, along with housing market trends between 2000 and 2009. See a sample home sale report here.
  • The Federal Reserve Bank of Philadelphia HMDA report is a series of detailed data tables from HMDA, designed by the Federal Reserve Bank of Philadelphia. This report focuses on the number, median amount, and percent of originated loans by various characteristics, including government insurance, rate spread, loan type, loan purpose, and race of loan applicant.


Once you have selected which report to generate, you can decide what area the report will generate. There are many unique ways to select or create that area:

Pre-defined Locations – To generate a report based on a pre-defined location such as a state, county or census tract, click “Pre-defined Location”. Select a location by entering a zip code, city, state, county or other geography. (A pre-defined geography cannot be an address). You can also generate a report for census tracts, Congressional and State districts, school districts, and Metro Areas. Use these tabs to find one of these areas just as you would on the Map page. Click GO and then click the Generate Report button on the page that follows.

Radius – To generate a report for the area around an address, click “Radius”. Specify the center of the radius by typing in an address. Enter the full address; including zip code and click Go. Your report area, with a default radius of half a mile (0.5), will appear on the map. You can change the size of the radius by typing in a new size in the “specify radius” box at the top of the page. Click GO. The map will redraw with the radius you have chosen as a highlighted orange region. When you are ready to create the report, click Generate Report.

Custom Region – To create a report based on a region of your choosing, click “Custom Region”. You can generate a report for a custom region you have already created and saved, or create a new one. To pull up a previously saved custom region, select from the My Saved Custom Regions drop down menu. Draw Custom Region will allow you to draw a new custom region for the report.

To create a Custom Region from the Reports page, set the location to the general area where you wish to draw by typing in a zip code, state, city or select a predefine location from the tabs in the Set Location bar. Click GO. Choose how you want to build the custom region by; Draw on top of the map, Assemble predefine geographies, or as a Radius around an address. Follow the instructions for each type of custom region you want to create and click Generate Report when you are done.

Polygon Region – Premium subscribers have the ability to upload prebuilt custom regions called Polygons. To generate a Polygon report, premium subscribers should load their data from Add Sites and selected from the icon of the polygon and choose the option to generate a polygon report or a radius of a polygon. If you choose a radius report, the specified center will be the longitude and latitude of the centroid for the polygon.

Finally, once you have generated your report, you can save or print a PDF copy to share. All saved and printed reports will be available in your My PolicyMap section.

When printing a report, any sections which you do not want to display can be collapsed and the PDF printout will not display the data. The header for each section will still be visible.
Report Printing - Collapse


Be sure to check the links for each unique feature in the tutorial. We’ve highlighted them on this overview, but each link will describe more information and functionality. If you have any questions or want to lean more, visit our training calendar and attend a free session or contact us at any time.

To read a full guide on all features on PolicyMap, please look at our Primer available here




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