To assist NAIS members in the use of the Demographic Center, we have created this document with instructions on how to run, save, and print the different reports.

 

We encourage our users to start first with the Basic Reports for Independent Schools and, after getting familiar with the mechanics of these reports, move to the Additional Reports for Advanced Use.

 

The Basic Reports for Independent Schools include variables that have been especially selected for their relevance in the decision-making process for independent school administrators, whereas the Additional Reports for Advanced Use contain demographic variables in general that can provide a more sophisticated analysis of the demographic changes in the American landscape.

 

Basic Reports for Independent Schools

 

How to Generate a Local Area Report

1.     Select a geographic area: USA, states, CBSAs, counties, or cities.

o    If you select a CBSA, county, or city; you will need also to select the state.

2.     Press the "Create Report" button to display the information for the selected area.

o    The Local Area Report will open in a separate window or tab depending on your browser.

o    A Detailed Report will also be generated for reference.

 

How to Generate an NAIS Summary or a Detailed Report

1.     Select any of the NAIS Reports (NAIS Summary Trend Report & Analysis, NAIS Percent Summary Trend Report & Analysis, NAIS Detailed Trend Report & Analysis, or NAIS Percent Detailed Trend Report & Analysis).

2.     Select a geographic area: USA, states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups.

o    If you select a CBSA, county, city, or ZIP code; you will need also to select the state.

o    If you select a census tract or block group; you will need also to select the state and then the county.

3.     Press the "Create Report" button to display the information for the selected area.

 

How to Generate an NAIS Multiple Area Report

1.     Select either the NAIS Summary Table 2013 Report & Analysis or the NAIS Summary Table 2018 Report & Analysis.

2.     Select a geographic area: USA, states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups.

o    If you select a CBSA, county, city, or ZIP code; you will need also to select the state.

o    If you select a census tract or block group; you will need also to select the state and then the county.

3.     Depending on the geographic area that you have selected, you will be able to display also additional geographic areas that are contained in your selection. For instance, if you select a county, you will be able to display other counties located in a mile range determined by you; or all cities, or all ZIP codes, or all census tracks, or all block groups that are included in the county of your choice.

4.     Press the "Create Table" button to display the information for the selected area.

 

Additional Reports for Advanced Use

 

How to Generate a Quick Report

1.     Select a report (you can pick one out of 65 standard demographic reports).

2.     Select a geographic area: USA, states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups.

o    If you select a CBSA, county, city, or ZIP code; you will need also to select the state.

o    If you select a census tract or block group; you will need also to select the state and then the county.

3.     Select Report Options by checking the box next to "Display Percent US in Report" to see the percentage the report area makes up within the entire USA. The "EASI Rank" is based on the concentration of the variable with a '1' being the highest rank and the number of areas in a geographic area being the lowest rank. The "EASI Score" arranges the EASI Rank into a quintile frequency distribution ranging from 'A' (the highest concentration group and top 20%) through 'E' (the lowest concentration group and bottom 20%).

4.     Press the "Create Report" button to display the information for the selected area.

 

How to Create a Quick Map

1.     Select a geographic area: USA, states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups.

o    If you select a CBSA, county, city, or ZIP code; you will need also to select the state.

o    If you select a census tract or block group; you will need also to select the state and then the county.

2.     Select the "Map Option" by choosing the points on the map you want to be displayed. These can be at the same or lower levels as the chosen geographic area.

3.     Select a variable type. The listing shows variables for population, households, establishments, and consumer expenditures of which you can select a variable to map.

4.     Press the "Create Map" button.

5.     Once you have created your map, you will be able to plot the points on the map relative to their rank in the entire USA or relative to the area you have selected (US Concentration, Area Concentration, or Area Demographics). In addition, you will have the option to display the geographic area and data on the map if desired (No Label, Geography, Data, or Geography and Data).

6.     Finally, you can select what quintiles (20% groups) to include in the map.

 

How to Carry Out a Rank Analysis

1.     Select a geographic area to rank (states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups). You can select up to 9 States, but when using census tracts or block groups as the geographic area to be ranked, only 3 states may be analyzed.

2.     Select a variable type. There are 30 broad categories of "variable types" ranging from population characteristics to quality of life. Many categories have either broadly grouped statistics or detailed statistics for specific variables.

3.     Select a variable on which to rank the selected geographic area.

4.     Select the rank option. The ranking can be sorted from "High to Low" or in reverse order from "Low to High." The number of records to display can be adjusted in the input box to a maximum of 999 records.

5.     Press the "Create Rank" button to build the ranking based on the criteria selected.

 

How to Generate a Ring Study

1.     Select an address as the center of your study by manually entering it and clicking on the "Locate!" button, or by clicking on the map at your desired location.

2.     Select a Ring Study type and size. You can select one or three rings measured as the radius from the selected location to the circle for each ring. Study rings can range from 0.01 to 800 miles.

3.     Select a specific report from the list. Various reports are available for population, households, family characteristics, income, employment, establishments, and consumer expenditures.

4.     Enter a name of the location you are studying.

5.     Select a geographic area (block groups, census tracts, cities, counties, CBSAs, or states).

6.     If you want to modify the coordinates for your site, pick a format and enter the latitude and longitude.

7.     Press the "Create Site Study" button. The report will show the variables and the values for each of the ring or rings specified.

 

How to Generate a Profile Analysis

1.     Select a geographic area to rank (states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups).You can select up to 9 states, but when using census tracts or block groups, only 3 states may be analyzed.

2.     Create a profile by selecting a variable type and choosing the specific variable (s) on which to profile the selected geographic area. There are up to 23 broad categories of "variable types" ranging from population characteristics to quality of life. Many categories have either broadly grouped or detailed statistics for specific variables.

3.     The selected variables can be weighted to reflect their relative contribution to the overall value derived for the profile. Variables can be also weighted with negative numbers to indicate a negative impact for them. Weight values must be between "-9.9" and "9.9". (NOTE: In conducting a Profile Analysis, you want to be careful not to overweight any variable and risk skewing your results. Therefore, when weighting variables, choose weights that are relatively similar like 1.0 and 1.2. Create your report and study the numbers to see if any variable is skewing the results, then make adjustments in your weights as needed. There is no one formula for running a successful Profile Analysis-it is more of an art than an exact science.)

4.     Select the profile option. The "Profile Analysis" can be sorted from "High to Low" or in reverse order from "Low to High." The number of records to display can be adjusted in the input box to a maximum of 999 records.

5.     Press the "Create Profile" button to build the report for the selected geographic area and variables. The report generated has an additional column of data called "Intensity" representing how closely each area matches a perfect score for the chosen profile. The highest possible intensity score is 100, which would mean that the rank for every factor in the user profile is 1 for a given area.

 

How to Generate a ZIP4 Ring Analysis

1.     Select an address as the center of your study by manually entering it and clicking on the "Locate!" button, or by clicking on the map at your desired location.

2.     Select a radius from the selected location. A radius can range from 0.01 to 100 miles.

3.     Enter a name of the location you are analyzing.

4.     If you want to modify the coordinates for your site, pick a format and enter the latitude and longitude.

5.     Press the "Create ZIP4 Study" button. The report will show a small map of the analysis area and the number of ZIP Plus 4s within the study.

o    By clicking on the link where it asks you to "Select Save Report for the full list of ZIP Plus 4s", you can open/save a Microsoft Excel document showing you the list of ZIP Plus 4s within the study.

6.     You can generate a Profile Analysis based on the ZIP Plus 4s within the study by pressing the "Create ZIP4 Profile" button.

o    The previously generated ZIP Plus 4s within the study will now be weighted based on the selected profile.

 

How to Generate a Consumer Expenditure Report

1.     Select a report (Demographic Market Research Report, EASI Life Stage by Age Report, EASI Life Stage by Income Report, EASI Life Stage by Family Type Report).

2.     Select a geographic area: USA, states, CBSAs, counties, cities, ZIP codes, census tracts, or block groups.

o    If you select a CBSA, county, city, or ZIP code; you will need also to select the state.

o    If you select a census tract or block group; you will need also to select the state and then the county.

3.     Select a variable type. There are 21 broad categories of "variable types" including education and financial. Many categories have either broadly grouped statistics or detailed statistics for specific variables

4.     Press the "Create Report" button to display the information for the selected area.

 

 

Saving and Printing Reports

 

How can I save a report?

 

Once you have created a report, follow these steps to save it:

• Select the "Save Report" option from the left-hand side menu.
• Click on the "Save" button from the popup window.
• Select a name for your report and make sure to save the file as an Excel document.

 

Another method for saving the report is as follows:

• From the navigation bar in the left column, select the "Print Friendly Report" option.
• Highlight the entire report using the left mouse button or by pressing CTRL+A.
• Once you have selected the full report, press the right mouse button and choose "Copy" or press CTRL+C.
• Open a new spreadsheet and position the cursor in the upper left-hand cell, right click the mouse, and select "Paste" or simply press CTRL+V.
• The full report will be imported into the spreadsheet.

 

How can I print a report?

Once you have created a report, follow these steps to print it:

• From the navigation bar in the left column, select the "Print Friendly Report" option.
• Use the browser "print" button to print the report.