Sharing reports allows other people to access the reports. There are different levels of sharing:
▪Allow End Users to Run Reports : To allow users to run a report, share the report's ArcGIS item with the users. In addition, users must have access to the application that hosts the report.
▪Allow Authors to Modify Reports : To allow other report authors in your organization to modify reports in Report Designer, create an ArcGIS group with update capabilities and share the reports with the group.
To run a report that accesses secured ArcGIS services, either VertiGIS Studio 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 VertiGIS Studio 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.vertigisstudio.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 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 report that is hosted by a VertiGIS Studio application, Share an ArcGIS Item.
To allow users to run a report hosted by a VertiGIS Studio application:
Follow these guidelines for sharing a report 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 report, share the workflow item with Everyone (public).
If you want to restrict who can run the report, share the report 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 reports, share the report item with those users.
If you want to restrict who can run the report, share the report 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 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 VertiGIS Studio 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:
▪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 report depends on the version of Portal for ArcGIS you use:
•Web AppBuilder in Portal for ArcGIS 10.6+
Share the report and widget items as follows:
•To allow anonymous users to run the report, share the report 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 report, share the report item with your organization or with particular groups. Do not share the report 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 report in 10.5.1, users must sign in to Portal for ArcGIS. Anonymous users cannot run reports in 10.5.1 because in 10.5.1, public apps will not load custom widgets for anonymous users. The VertiGIS Studio Reporting 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 report item as follows:
•To allow any signed-in user to run the report, share the report item with Everyone (public). You do not need to share the widget item.
•To restrict which signed-in users can run the report, share the report item with your organization or with particular groups. Do not share the report 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 report item as follows:
•To allow all of the app's users to run the report, apply the same sharing settings to the report item as you applied to the app item. You do not need to share the widget item.
•To restrict who can run the report, share the report 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 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:
▪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 report item as follows:
•To allow anonymous users to run the report, share the report item with Everyone (public).
•To restrict who can run the report, share the report item with your organization or with particular groups. Do not share the report 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 report item as follows:
•To allow all of the app's users to run the report, apply the same sharing settings to the report item as you applied to the app item.
•To restrict who can run the report, share the report 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 reports. To share reports with other report authors in your organization:
▪Create an ArcGIS group with update capabilities
▪Share the sign-in application with the group
▪Share the reports with a group
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:
▪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 report authors to collaborate on reports 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 report 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 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.
