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Reporting Guide

Create audit-grade reports to visualize your analysis results and showcase your impact.

Overview

The Reporting section allows you to visualize results from your analysis, create custom reports, and manage styling templates for consistent presentation.

Accessing Reports

  1. Navigate to your project
  2. Go to the Reporting section
  3. View available reports and create new ones

Visualizing Results

Report Types

  • Habitat Reports: Habitat extent and condition
  • Biodiversity Reports: Species diversity and abundance
  • BNG Reports: Biodiversity Net Gain calculations
  • Custom Reports: Create your own report templates

BNG Results

View Biodiversity Net Gain (BNG) results across plots:

  • BNG Score: Net gain calculations
  • Habitat Units: Units by habitat type
  • Spatial Distribution: Map view of BNG across site
  • Time Series: Track changes over time

Interactive Visualizations

  • Maps: Interactive maps showing results
  • Charts: Bar charts, line graphs, pie charts
  • Tables: Detailed data tables
  • Dashboards: Combined visualizations

Creating Reports

Report Builder

  1. Click "Create Report"
  2. Select report type
  3. Choose data to include:
    • Time period
    • Geographic area
    • Habitat types
    • Analysis status

Report Sections

  • Executive Summary: High-level overview
  • Methods: Data collection and analysis methods
  • Results: Detailed findings
  • Visualizations: Charts and maps
  • Appendices: Supporting data

Templates

Using Templates

  • Select from pre-built templates
  • Customize template sections
  • Add or remove sections
  • Modify layout

Creating Templates

  1. Design your report structure
  2. Define sections and content
  3. Set default visualizations
  4. Save as template

Template Management

  • Save Templates: Create reusable templates
  • Share Templates: Share with team members
  • Apply Templates: Use templates for new reports
  • Edit Templates: Modify existing templates

Managing Styling

Custom Styling

  • Brand Colors: Set your organization's colors
  • Fonts: Choose font families
  • Logos: Add logos to reports
  • Layout: Customize report layout

Style Templates

  • Create style templates
  • Apply consistent styling
  • Share styles with team
  • Ensure brand consistency

Visibility

  • Public Styles: Visible to all users
  • Private Styles: Only visible to you
  • Team Styles: Visible to your team
  • Organization Styles: Visible to your organization

Exporting Reports

Export Formats

  • PDF: High-quality PDF reports
  • Word: Editable Word documents
  • Excel: Data tables in Excel
  • HTML: Web-friendly HTML reports

Export Options

  • Include all sections or selected sections
  • Include images and visualizations
  • Add metadata and timestamps
  • Customize export settings

Audit-Grade Reports

Transparency

Reports include:

  • Full data traceability
  • Analysis methodology
  • Quality assurance notes
  • Source data references

Compliance

Reports are compliant with:

  • Latest biodiversity regulations
  • BNG requirements
  • Nature-risk frameworks
  • Disclosure standards

Data Traceability

  • Track data from collection to report
  • View data lineage
  • Access source data
  • Verify calculations

Sharing Reports

Sharing Options

  • Download: Download and share files
  • Email: Send reports via email
  • Link: Generate shareable links
  • Export: Export to external systems

Access Control

  • Set who can view reports
  • Control editing permissions
  • Manage sharing settings
  • Track report access

Best Practices

  • Regular Updates: Update reports regularly
  • Consistent Styling: Use consistent templates
  • Data Quality: Ensure data quality before reporting
  • Review: Review reports before sharing
  • Documentation: Document methodology and assumptions