Share Reports

Sharing allows other people to access the . There are different levels of sharing:

A quick way to share a with another author in your organization is to provide the other author with the URL to appended with a parameter that points to the . This opens Designer and the . For example:

See also...

Allow End Users to Run Reports

This topic assumes that you have already created the groups you want.

To allow an end user to run a , you must share the with the user.

Sharing a and its host application with Everyone (public) or Organization provides sufficient privileges to run the . If you want to create an ArcGIS group for users who are allowed to run , creating the group using a Publisher or User account provides sufficient privileges. If you create the group using an Administrator account, make sure you set What items in the group can its members update? to Only their own items.

For more information on creating groups, refer to the Esri documentation for the version of ArcGIS you use: Portal for ArcGIS or ArcGIS Online. For instructions on sharing ArcGIS items, see Share an ArcGIS Item.

The way that you allow users to run a depends on the type of host application:

Share Reports Hosted by a Geocortex Application

To share a that is hosted by a Geocortex application, .

To allow users to run a hosted by a Geocortex application:

Follow these guidelines for sharing a hosted by a Geocortex application:

Share Reports Hosted by a Web AppBuilder in Portal for ArcGIS App

To allow users to run a that is hosted by a Web AppBuilder in Portal for ArcGIS app, you must share the host app and the with the users. In one scenario, you must also share the widget that runs the .

You share and widgets the same way that you share apps—by sharing their ArcGIS items. The item is created by the first time you save the . The widget item is created when you .

To allow users to run a hosted by a Web AppBuilder in Portal for ArcGIS app:

The steps that you take to allow users to run a depend on whether the host app is secured. Follow the instructions that apply to you:

Share Reports Hosted by a Web AppBuilder (Developer Edition) App

When you use a Web AppBuilder (Developer Edition) app to host a , the host app is deployed to your website. You use the website's security to manage access to the app.

In this scenario, the widget is installed in Web AppBuilder. There is no widget item in ArcGIS. Any user who has access to the app also has access to the widget.

To allow users to run a hosted by a Web AppBuilder (Developer Edition) app:

The steps that you take to allow users to run a depend on whether the host app is secured. Follow the instructions that apply to you:

Share an ArcGIS Item

To share an ArcGIS item

Follow the steps outlined on the Share items help page to share an ArcGIS item.

Allow Authors to Modify Reports

Within an organization, there is usually more than one person who can maintain the organization's collateral, like . To share with other authors in your organization:

As authors create new , they share the with the group so the other authors in the organization have access.

Update capabilities are required to allow authors to open each other's in . The authors can modify the or create a copy by saving it under a new name.

In ArcGIS, groups with Update capabilities are closed to users outside the organization in which the group was created. This means that authors must be members of your organization.

To share a with someone outside your organization, export the following the instructions in . This provides the outside author with a copy of the .

Administrators of your ArcGIS organization are allowed to modify everything.

Share a with a authors group

Step 1: Create a authors group

To create a authors group, follow the steps outlined on the Create Groups help page.

Keep in mind the following items when creating a group:

Step 2: Share the Sign-In Application with the authors group

Follow the steps outlined in the Share items with a group page to share the Sign-In App with your authors group

Step 3: Share the with the authors group

The authors group you created to share the Sign-In App with may be enough infrastructure for your organization, to allow group members to share . Alternatively, you may need to create additional groups to further delimit which members are able to share their with. For example. you may need to create Engineering, GIS, and Operations groups whose members can only share with members of their own group rather than all authors. The members of any additional groups must also be members of the group that the Sign-In App is shared with.

Follow the steps outlined in the Share items with a group page to share a with a group.

Open a Shared Report

Just as you can share your with other authors, other authors can share their with you. 's File menu has a Shared With Me option that lists the authored by someone in your organization that are shared with the organization or a group that you belong to.

To open a shared :

  1. In , click File in the sidebar.

  2. Click Shared with me.

  3. Double-click the or select the and click Open.

    If you know the 's title or part of the title, you can search for the .