Financial CLOUT Demand Report: Select a Base Analysis Type, an Analysis Area, and the Level of Detail
On the Step 1 screen, select your base geography type, the geography or analysis area for which you want to generate the report, and the level of detail that you want to include in your report.
Additional considerations:
- When selecting the analysis areas or standard geographies you want to include in the report, clicking on the folder (without opening it) will select all areas contained within the folder.
- Use the Search function to locate your desired analysis areas.
- Use the Save List button to save your selected list of analysis areas for future use.
- Use the My Lists button to load a previously saved list of analysis areas.
- You can specify to include details about your selected analysis area.
- A map can be included in your report.
NOTE: The Step number assignment that displays on top of the screen and the available options may differ depending on your selections on the previous screen, your device, and/or your screen resolution.
After verifying your selections, click Next to proceed.
View Detailed Steps
NOTE: Depending on your screen resolution or device, some of the options mentioned below may not appear on this screen and you may need to go to the next screen to complete the process. Simply follow the instructions below to set those parameters or refer to the Help provided for the next screen.
- On the Step 1 screen, below Select a Base Analysis Type, select the base count used for calculations. The options are:
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Total US: Calculates percentages based on the total United States population.
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Parent Geography: Calculates percentages based on the parent geography of the selected analysis areas. If you select this option, you need to select the geography that you want to use as the parent geography.
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Geography: Calculates percentages based on analysis areas you select. If you select this option, you need to select a geography.
- Below Select an Analysis Area, navigate to and select the geography or analysis area for which you want to generate a report. You can also use the Search function to look for your desired area.
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Below Select the level of detail, click the option that best describes how you want to arrange your selected geographies or analysis areas on your report. The options are:
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As Selected: Creates individual columns for each analysis area (aggregate or component) in the selected order.
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Aggregate: Creates columns only for the aggregate total(s) for the analysis areas you selected.
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Component: Creates individual columns for all the analysis area components you selected (State, County, ZIP Code, etc.). If you select this option, you need to select a geography level to use as component and the method by which you want to include the geography.
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Aggregate & Component: Shows a separate column for the aggregate analysis area followed by columns for each of its components. If you select this option, you need to select a geography level to use as component and the method by which you want to include the geography.
- (Optional) To include a map, click the OFF button next to Include Map to set it to ON.
- Click Next to proceed.