Share Reports

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

To run a report that accesses secured ArcGIS services, either Geocortex Reporting or the end user must have access to the services, depending on the type of security. For services that are secured using token security or Integrated Windows Authentication, you can configure credentials for Geocortex Reporting to use. To access secured ArcGIS Online-hosted services and secured federated services, the user's ArcGIS identity must have permission to access the service.

A report's permissions should be at least as restrictive as the permissions on the services that the report accesses. For example, if members of your organization have access to a report's services but the public does not, then the report should be shared with at most your organization, and possibly only groups within your organization. Sharing the report with Everyone (public) will not enable anonymous users to run the report.

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

https://apps.geocortex.com/reporting/designer/#report=4979f7d88b444308bd2ccc0eeb31dfe2

See also...

Share a Report with an Author Outside your Organization

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 report, you must share the report with the user.

Sharing a report and its host application with Everyone (public) or Organization provides sufficient privileges to run the report. If you want to create an ArcGIS group for users who are allowed to run reports, 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 report depends on the type of host application:

Share Reports Hosted by a Geocortex Application

To share a report that is hosted by a Geocortex application, Share an ArcGIS Item.

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

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

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

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

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

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

The steps that you take to allow users to run a report 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 report, 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 report hosted by a Web AppBuilder (Developer Edition) app:

The steps that you take to allow users to run a report 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 reports. To share reports with other report authors in your organization:

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

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

Authors who access a report via group sharing can modify all aspects of the report except the data source or query. Only the report's owner can change the data source and query.

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

To share a report with someone outside your organization, export the report following the instructions in Share a Report with an Author Outside your Organization. This provides the outside author with a copy of the report.

Administrators of your ArcGIS organization are allowed to modify everything.

Share a report with a report authors group

Step 1: Create a report authors group

To create a report 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 report with the report 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 reports. Alternatively, you may need to create additional groups to further delimit which members are able to share their reports with. For example. you may need to create Engineering, GIS, and Operations groups whose members can only share reports with members of their own group rather than all reports 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 report with a group.

Open a Shared Report

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

To open a shared report:

  1. In Report Designer, click File in the sidebar.

  2. Click Shared with me.

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

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