Introduction to Customizing Siting and Aware PDF Reports

The parcel report in Siting and the constraint report in Aware are customizable. You can configure these reports to include relevant datasets, data subtypes, and customize the visual representation for each.

PDF Report Configuration

This article will cover how to begin customizing the PDF reports that are generated in the Siting and Aware applications in the Pivvot platform. The Siting parcel report and Aware constraint report provide a deeper look into a location's data. They contain an overview of data occurrences in a location or site boundary and then detailed information relating to the dataset. The datasets and how they are configured on these reports is customizable to any project's needs and can be edited at any time.

Accessing the Siting and Aware Report Set Up

1. Once in Publish, select the PDF Report Console.
2. Inside the PDF Report Console, select "Siting Report" or "Aware Report" from the menu located on the left hand side of the screen.
3. After the report is selected, choose to edit by selecting the pencil icon. 
4. You can duplicate reports by selecting the Duplicate PDF Report option. Duplicating existing reports may be beneficial so that you do not have to create a report from scratch, and you will have the original default report to reference. 
5. New PDF Report (see Create Reports below for further instruction)
6. Delete PDF Reports

Edit a Report

After selecting a report, #2 above, click on the pencil icon, #3 above. You are now able to choose a section of your report you would like to edit:

• Edit the  Location Summary
• Edit the Overview
• Edit the Report Content

Create/Duplicate Reports

Each account can have multiple PDF configurations. For example, one account could have a Siting parcel report configured for the site selection group to use and another parcel report configured for the environmental group.

Create: To create a report in the PDF Report Console, click the add report icon, #5 above. Select the report Type - Siting or Aware, and create a name for your report. Then follow the instructions above for Edit a Report.

Duplicate: To build a report based on your existing report's parameters and setup, select the Siting or Aware report you wish to duplicate, #2 above. You can use the duplicate report icon to create copy of your report, #4 above. Then follow the instructions above for Edit a Report. 

Delete Reports

In the report console, select the Siting or Aware report you wish to delete, #2 above, then click the trash can to delete the report, #6 above.