As an organization administrator, you may be looking for more efficient and effective ways to manage members, content, credits, and activities in your ArcGIS Online organization.
For example, you may want to compare member credit usage to help with credit budgeting. Or, if your goal is to reduce storage costs, you may need to monitor file and feature storage to identify unusually large items.
The organization status dashboard, accessible from the Organization page Status tab, provides a good overview of your organization. But if you need more detailed, on-demand information that you can easily download and share, administrative reports are your best option.
This article describes the four report options in ArcGIS Online and explains how to create, find, and use them. The article also shows you how to get the most out of administrative reports by scheduling them to run automatically.
For a demo of administrative reports in ArcGIS Online, check out the Get Started with Administrative Reports video at the end of this article.
Find and run reports
You can find existing reports and run new reports from the Organization page. Choose Reports on the Status tab.
To help you find a report, you can search or filter by report type or date created.
To view the report, download it as a CSV file. It’s also saved automatically as an item in your content.
Types of reports
ArcGIS Online has four report types—member, item, credit, and activity.
A member report includes a comprehensive list of members in your organization at the time the report is created. The member report includes details about each member, such as their assigned user type and role, username, available credits, and so on.
An item report provides a snapshot of all the content items in your organization at the time you run the report. For example, you can see the name of the item, the item owner, its share level, and storage size, as applicable.
A credit report lists the number of credits consumed by each member in your organization throughout a specified week or month. Credit usage is broken down by credit-consuming tool, such as geocoding, GeoEnrichment, and spatial analysis.
An activity report shows changes made to your organization members’ groups and content for a day, week, month, or year you specify. It provides details about added, created, updated, shared, or deleted items, and other item information. The activity report also provides details about member management actions—for example, updated member roles, password resets, and group assignments.
Create a report
Now that you understand the different types of reports available, it’s time to create a couple.
Create a credit report
1. Go to Organization > Status > Reports and click Create report > Single report.
Suppose you’re interested in credit usage in the month of February.
2. Choose Credit as the Report type and keep the default report name. Select Month for the duration, keep the default timeframe, and click Create report.
The Pending reports indicator shows that your report is being generated.
Once the report appears in your list, you can download it from the Reports tab or from its item page, since it has been saved automatically as an item in your content.
Note: If another administrator has already run the same report, you cannot run it again. You can download the existing report on the Reports tab.
3. Open the report’s item page. Optionally, update the item details and share the report with your organization or a group.
4. Click Download and open the report.
The following example of a credit report shows that a few organization members have used credits for tools such as geocoding, GeoEnrichment, and spatial analysis.
Create an item report
Now suppose you want to see which file and feature layer items are taking up the most storage space in your organization.
- On the Reports tab, click Create report > Single report.
- Select Item for Report type, accept the default report name, and run the report.
- Download and open the report.
- Scan the storage size columns—File Storage Size and Feature Storage Size—to see which items are largest in terms of storage.
Note: Storage size is reported in megabytes (MB).
Schedule a report
For organization activities and actions your organization wants to monitor on a regular basis, you can also consider scheduling your reports to run automatically.
- On the Reports tab, click Create report > Report schedule.
2. Set the report parameters.
3. Choose a cadence (Daily, Weekly, or Monthly), start date, and optional end date for the report schedule.
4. Click Create schedule.
Now the report will run automatically without any further effort on your part!
If you need to pause, edit, or delete your scheduled report, you can click the Scheduled reports button, which is now visible on the Reports tab.
For a demo of administrative reports in ArcGIS Online, check out the following video:
To learn more about administrative reports and other organization administration tools, see the following resources:
- View and report status—Help topic with detailed workflows for creating and scheduling reports.
- Report fields—Help topic with a list of fields by report type.
- Time-saving tips for managing members in ArcGIS Online—Blog article with embedded video.
- ArcGIS Online resources—The latest resources for ArcGIS Online, including discovery paths, blog articles, and help documentation.
- Administer ArcGIS Online discovery path—Videos, lessons, and blog articles show you how to configure ArcGIS Online to meet your requirements for mapping, security, authentication, and privacy.
- ArcGIS Online Implementation Guide—Essential tasks and best practices for setting up ArcGIS Online.
- Esri Community—Exchange ideas, solve problems, and build relationships.