Share Reports

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

: To allow users to run a , share the 's ArcGIS item with the users. In addition, users must have access to the application that hosts the .
: To allow other authors in your organization to modify in , create an ArcGIS group with update capabilities and share the with the group.

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:

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 VertiGIS Studio Application (VertiGIS Studio Web or Geocortex Viewer for HTML5)
Share Reports Hosted by a Web AppBuilder in Portal for ArcGIS App
Share Reports Hosted by a Web AppBuilder (Developer Edition) App

Share Reports Hosted by a VertiGIS Studio Application

To share a that is hosted by a VertiGIS Studio application, .

To allow users to run a hosted by a VertiGIS Studio application:

Follow these guidelines for sharing a hosted by a VertiGIS Studio application:

Host Application is Public: In this scenario, anyone can run the host application. Users do not need to sign in to access the host application.

If you want anyone to be able to run the , share the workflow item with Everyone (public).

If you want to restrict who can run the , share the item with your organization or with one or more groups.
Host Application is Secured: In this scenario, access to the host application is restricted to certain users. Users must sign in to the host application.

To secure a Geocortex Viewer for HTML5 viewer, use Geocortex Essentials security.

If you want all the application's users to be able to run , share the item with those users.

If you want to restrict who can run the , share the item with a subset of the application's users.

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:

Host App is Public: In this scenario, the host app is shared with Everyone (public). To run the app, users do not need to sign in to Portal for ArcGIS.

The way that you share the depends on the version of Portal for ArcGIS you use:
- Web AppBuilder in Portal for ArcGIS 10.6+
  
  Share the and widget items as follows:
  - To allow anonymous users to run the , share the item and the widget item with Everyone (public). See Add Custom Widgets.
    
    This is the only scenario in which you need to share the widget item.
  - To restrict who can run the , share the item with your organization or with particular groups. Do not share the item with Everyone (public). You do not need to share the widget item.
- Web AppBuilder in Portal for ArcGIS 10.5.1
  
  To run a in 10.5.1, users must sign in to Portal for ArcGIS. Anonymous users cannot run in 10.5.1 because in 10.5.1, public apps will not load custom widgets for anonymous users. The widgets are custom widgets. See Add Custom Widgets in the Esri documentation.
  
  Users from others organizations cannot access a custom widget that is registered in your organization. See "Share a Custom Widget" in Add Custom Widgets.
  
  Share the item as follows:
  - To allow any signed-in user to run the , share the item with Everyone (public). You do not need to share the widget item.
  - To restrict which signed-in users can run the , share the item with your organization or with particular groups. Do not share the item with Everyone (public). You do not need to share the widget item.
Host App is Secured: In this scenario, the host app is shared with your organization or with particular groups. The app is not shared with Everyone (public). This secures the app. To access the app, users must sign in to Portal for ArcGIS.

Share the item as follows:
- To allow all of the app's users to run the , apply the same sharing settings to the item as you applied to the app item. You do not need to share the widget item.
- To restrict who can run the , share the item with a subset of the app's users. You do not need to share the widget item.

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:

Host App is Public: In this scenario, the host app is shared with Everyone (public). To run the app, users do not need to sign in.

Share the item as follows:
- To allow anonymous users to run the , share the item with Everyone (public).
- To restrict who can run the , share the item with your organization or with particular groups. Do not share the item with Everyone (public).
Host App is Secured: In this scenario, the host app is shared with your organization or with particular groups. The app is not shared with Everyone (public). This secures the app. To access the app, users must sign in.

Share the item as follows:
- To allow all of the app's users to run the , apply the same sharing settings to the item as you applied to the app item.
- To restrict who can run the , share the item with a subset of the app's users.

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:

Create an ArcGIS group with update capabilities
Share the sign-in application with the group
Share the with a group

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:

When you create the group, sign in using an Administrator account for your organization. Administrative privileges allow you to create groups that give their members update capabilities.
To allow authors to collaborate on they are developing, set Who can contribute content to the group? to Group Members when you create the group. This ensures that an author can share a new with the group, without having to get help from an administrator.
Make sure you set What items in the group can its members update? to All Items when you create the group. This enables the update capabilities for the group.

You can only see the What items in the group can its members update? setting when you are signed in as an Administrator. This setting is hidden for Publisher and User accounts.

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 :

In , click File in the sidebar.
Click Shared with me.
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 .