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Create a Report

Updated

With our updated Reports tool, creating reports is faster and more flexible. You can choose surveys, select geographies, and add tables in just a few steps. Once created, reports can be saved, modified, downloaded, or shared.

The process consists of three main steps: selecting a survey, adding geographies, and choosing tables.

Step 1: Select a Survey and Year

  1. Click Create New in the top-left corner of your dashboard.
  2. Select Report.


     
  3. On the Choose a survey/year page, browse or search for the survey you want.


     
  4. Click the survey and year you’d like to explore.
     

Step 2: Select Geographies

  1. On the Select geographies page, click + Add geographies by type.


     
  2. Use the search bar or scroll to find the geography type (e.g., Nation, State, County, Census Tract).


     
  3. Select one or multiple geographies. You can mix different types (e.g., Nation, County, Place) in one report.
  4. Click Add to include them in your report.
  5. When finished, click Next to move on.
     
Note: You can also add geographies by FIPS codes. Select the geographic type and enter the codes to add them quickly.

 

Step 3: Select Tables

  1. On the Select tables page, use the search bar to find tables or click Add Premade reports for quick bundles.




     

  2. Choose the dataset you’d like to use. For most surveys, both the original dataset and Social Explorer’s curated dataset are available.
  3. Select one or more tables to include in your report.


     
  4. Click Add to confirm your selections.

  5. Once done, click Create report.
     

Step 4: View and Modify Your Report

  1. Your report will display as a table with the selected geographies and tables.


     
  2. Use the Modify report panel on the right to:
    • Switch survey years or compare up to 3 years.
    • Add or remove geographies and tables.
    • Show, hide, or display totals only.
       

 



 

  1. Use the toolbar to download your report (Excel, CSV, PDF, etc.) or share it with others.
     

Using Premade Reports

Premade reports enable you to begin with a set of preselected tables organized by topic.

  1. On the Select tables page, click Add Premade reports.


     
  2. Browse available premade reports or your own saved templates.
  3. Select one or more and click Add.
  4. You can then customize by removing or adding tables.
     
Tip: All saved reports can be found in My Projects on your dashboard.

 

 

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