ArcGIS Business Analyst

GO PRO! How to Access Custom Reports & Infographics in ArcGIS Pro

This is part of an ongoing blog series that highlights ways to execute Business Analyst Desktop workflows inside of Business Analyst for ArcGIS Pro.  Go Pro!

Did you know that you can access your custom reports created in ArcGIS Business Analyst Desktop (ArcMap) in ArcGIS Pro?  Also – if you’ve created compelling infographics for your organization, you can also view those in ArcGIS Pro.  Here’s how…

Reports

Let’s say you’re a long time user of Business Analyst Desktop and part of your role is to create and share your organization’s custom reports.  You’ve invested time and energy – and the last thing you want to do is rebuild them in ArcGIS Pro.  Good this is, you don’t have to.  Let’s walk through the process…

Starting in Desktop – the Business Analyst report editor has an “online mode” that allows you to save and share reports to your Portal.  Here I am sharing my custom report to ArcGIS organization.

Share report template

Shifting over to ArcGIS Pro – in the Business Analyst Toolbox – I open Summary Reports and I only see an Esri Reports section.  This is OK!  It’s because Data Source is pointing to my local machine.

Esri reports on local machine

When I switch my Data Source to ArcGIS Online or my organization’s Portal – I see new options:  My Reports and Shared Reports.  And there’s the report I built in Desktop!

Available custom reports

Here’s how to change your Data Source in Pro to view shared reports in your organization.

First – Sign in…

Sign in to your organization

Then open Analysis > Environments… 

Click Environments

Scroll down and switch your Business Analyst Data Source to ArcGIS Online or whatever your Portal is set to…

Business Analyst data source

Then you’re all set.  Your shared reports will appear in the Summary Reports tool.

Infographics

You can also view your custom, shared infographics in Pro.  These aren’t built in Desktop – you’ll want to use the Business Analyst Web App to create and share them.

Again – make sure you are signed.  Then in the Infographics pane – open the Template list.  Your custom infographics will be under My Templates and Share Templates.

My templates

We do not plan to reinvent the building environment for Reports and Infographics in ArcGIS Pro.  We already have a rich experience in the Business Analyst Web App.  The best path forward is create them there and share them – you can then view your work in ArcGIS Pro following the steps above.

 

Happy Sharing!

Kyle + The Business Analyst Team

About the author

Kyle is a lead product engineer with Esri - focused on cool ways organizations can know more by using mapping and geographic information.

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