{"id":455452,"date":"2019-03-19T11:43:03","date_gmt":"2019-03-19T18:43:03","guid":{"rendered":"http:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&p=455452"},"modified":"2023-06-26T13:23:20","modified_gmt":"2023-06-26T20:23:20","slug":"share-custom-reports-infographics-in-arcgis-pro","status":"publish","type":"blog","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro","title":{"rendered":"GO PRO! How to Access Custom Reports & Infographics in ArcGIS Pro"},"author":4121,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":""},"categories":[37101,37171],"tags":[42181,112192,32481,33021,24801],"industry":[],"product":[36711,36561,37011],"class_list":["post-455452","blog","type-blog","status-publish","format-standard","hentry","category-announcements","category-business","tag-arcgis-pro","tag-business-analyst","tag-demographic-reports","tag-infographics","tag-sharing","product-bus-analyst","product-arcgis-pro","product-esri-demographics"],"acf":{"short_description":"A blog post that shows how to share Custom Reports and Infographics - and access them in ArcGIS Pro.","flexible_content":[{"acf_fc_layout":"content","content":"

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!<\/em><\/p>\n"},{"acf_fc_layout":"content","content":"

Did you know that you can access your custom reports<\/strong> created in ArcGIS Business Analyst Desktop (ArcMap) in ArcGIS Pro? Also – if you’ve created compelling infographics<\/strong> for your organization, you can also view those in ArcGIS Pro. Here’s how…<\/p>\n"},{"acf_fc_layout":"content","content":"

Reports<\/h2>\n

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.\u00a0 You’ve invested time and energy – and the last thing you want to do is rebuild them in ArcGIS Pro. Good thing is, you don’t have to. Let’s walk through the process…<\/p>\n

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.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455602,"id":455602,"title":"DesktopReportEditor","filename":"DesktopReportEditor.png","filesize":14981,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/desktopreporteditor","alt":"Share report template","author":"4121","description":"","caption":"","name":"desktopreporteditor","status":"inherit","uploaded_to":455452,"date":"2019-03-13 15:57:07","modified":"2019-03-19 15:46:17","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":671,"height":448,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","medium-width":391,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","medium_large-width":671,"medium_large-height":448,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","large-width":671,"large-height":448,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","1536x1536-width":671,"1536x1536-height":448,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","2048x2048-width":671,"2048x2048-height":448,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","card_image-width":671,"card_image-height":448,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DesktopReportEditor.png","wide_image-width":671,"wide_image-height":448}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

Shifting over to ArcGIS Pro – in the Business Analyst Toolbox – I open Summary Reports<\/a>\u00a0and I only see an\u00a0Esri Reports <\/strong>section. This is OK!\u00a0 It’s because Data Source is pointing to my local machine.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455692,"id":455692,"title":"SummaryReports1","filename":"SummaryReports1.png","filesize":8387,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/summaryreports1","alt":"Esri reports on local machine","author":"4121","description":"","caption":"","name":"summaryreports1","status":"inherit","uploaded_to":455452,"date":"2019-03-13 16:26:01","modified":"2019-03-19 15:45:44","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":461,"height":389,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","medium-width":309,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","medium_large-width":461,"medium_large-height":389,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","large-width":461,"large-height":389,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","1536x1536-width":461,"1536x1536-height":389,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","2048x2048-width":461,"2048x2048-height":389,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","card_image-width":461,"card_image-height":389,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports1.png","wide_image-width":461,"wide_image-height":389}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

When I switch my Data Source to ArcGIS Online or my organization’s Portal – I see new options: My Reports<\/strong> and Shared Reports<\/strong>. And there’s the report I built in Desktop!<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455702,"id":455702,"title":"SummaryReports2","filename":"SummaryReports2.png","filesize":13090,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/summaryreports2","alt":"Available custom reports","author":"4121","description":"","caption":"","name":"summaryreports2","status":"inherit","uploaded_to":455452,"date":"2019-03-13 16:29:08","modified":"2019-03-19 15:57:37","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":480,"height":616,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","medium-width":203,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","medium_large-width":480,"medium_large-height":616,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","large-width":480,"large-height":616,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","1536x1536-width":480,"1536x1536-height":616,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","2048x2048-width":480,"2048x2048-height":616,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2-362x465.png","card_image-width":362,"card_image-height":465,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/SummaryReports2.png","wide_image-width":480,"wide_image-height":616}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

Here’s how to change your Data Source<\/strong>\u00a0in Pro to view shared reports in your organization.<\/p>\n

First – Sign in…<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455842,"id":455842,"title":"AGOLlogin","filename":"AGOLlogin.png","filesize":6789,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/agollogin","alt":"Sign in to your organization","author":"4121","description":"","caption":"","name":"agollogin","status":"inherit","uploaded_to":455452,"date":"2019-03-13 16:52:49","modified":"2019-03-19 15:44:39","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":455,"height":262,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","medium-width":453,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","medium_large-width":455,"medium_large-height":262,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","large-width":455,"large-height":262,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","1536x1536-width":455,"1536x1536-height":262,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","2048x2048-width":455,"2048x2048-height":262,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","card_image-width":455,"card_image-height":262,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/AGOLlogin.png","wide_image-width":455,"wide_image-height":262}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

Then open Analysis > Environments…\u00a0<\/strong><\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455852,"id":455852,"title":"Environments","filename":"Environments.png","filesize":6475,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/environments","alt":"Click Environments","author":"4121","description":"","caption":"","name":"environments","status":"inherit","uploaded_to":455452,"date":"2019-03-13 16:56:32","modified":"2019-03-19 15:44:01","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":295,"height":241,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","medium-width":295,"medium-height":241,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","medium_large-width":295,"medium_large-height":241,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","large-width":295,"large-height":241,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","1536x1536-width":295,"1536x1536-height":241,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","2048x2048-width":295,"2048x2048-height":241,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","card_image-width":295,"card_image-height":241,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Environments.png","wide_image-width":295,"wide_image-height":241}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

Scroll down and switch your Business Analyst Data Source to ArcGIS Online or whatever your Portal is set to…<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455862,"id":455862,"title":"DataSourceBA","filename":"DataSourceBA.png","filesize":32202,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/datasourceba","alt":"Business Analyst data source","author":"4121","description":"","caption":"","name":"datasourceba","status":"inherit","uploaded_to":455452,"date":"2019-03-13 16:58:31","modified":"2019-03-19 15:43:37","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":857,"height":637,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","medium-width":351,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","medium_large-width":768,"medium_large-height":571,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","large-width":857,"large-height":637,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","1536x1536-width":857,"1536x1536-height":637,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","2048x2048-width":857,"2048x2048-height":637,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA-626x465.png","card_image-width":626,"card_image-height":465,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/DataSourceBA.png","wide_image-width":857,"wide_image-height":637}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

Then you’re all set. Your shared reports will appear in the Summary Reports tool.<\/p>\n"},{"acf_fc_layout":"content","content":"

Infographics<\/h2>\n

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

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.<\/p>\n"},{"acf_fc_layout":"image","image":{"ID":455982,"id":455982,"title":"Infographics1","filename":"Infographics1.png","filesize":13979,"url":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\/infographics1-2","alt":"My templates","author":"4121","description":"","caption":"","name":"infographics1-2","status":"inherit","uploaded_to":455452,"date":"2019-03-13 17:23:55","modified":"2019-03-19 15:46:55","menu_order":0,"mime_type":"image\/png","type":"image","subtype":"png","icon":"https:\/\/www.esri.com\/arcgis-blog\/wp-includes\/images\/media\/default.png","width":643,"height":369,"sizes":{"thumbnail":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1-150x150.png","thumbnail-width":150,"thumbnail-height":150,"medium":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","medium-width":455,"medium-height":261,"medium_large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","medium_large-width":643,"medium_large-height":369,"large":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","large-width":643,"large-height":369,"1536x1536":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","1536x1536-width":643,"1536x1536-height":369,"2048x2048":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","2048x2048-width":643,"2048x2048-height":369,"card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","card_image-width":643,"card_image-height":369,"wide_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/Infographics1.png","wide_image-width":643,"wide_image-height":369}},"image_position":"center","orientation":"horizontal","hyperlink":""},{"acf_fc_layout":"content","content":"

In future releases we may re-envision the authoring environment for reports and infographics in ArcGIS Business Analyst Pro. Currently we have a rich experience in the Business Analyst Web App<\/a>. The best path forward is create them there and share them – you can then view your work in ArcGIS Pro following the steps above.<\/p>\n

Update: this blog article<\/a> talks about functionality now available in ArcGIS Business Analyst Pro that allows importing infographic templates authored in Business Analyst Web App.<\/p>\n

Happy Sharing!<\/p>\n

Kyle + The Business Analyst Team<\/p>\n"}],"authors":[{"ID":4121,"user_firstname":"Kyle","user_lastname":"Watson","nickname":"Kyle Watson","user_nicename":"kwatsonesri","display_name":"Kyle Watson","user_email":"kwatson@esri.com","user_url":"","user_registered":"2018-03-02 00:15:42","user_description":"I work on the ArcGIS Business Analyst dev team at Esri. I am a marginally creative type with a focus on building GIS software + demographic data capabilities for our user community. Byproducts are: lots of UX design, requirements gathering, coding, testing, doc, best practices, coffee, etc.","user_avatar":""}],"related_articles":"","card_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2019\/03\/blog-feature1.jpg","wide_image":false},"yoast_head":"\nGO PRO! How to Access Custom Reports & Infographics in ArcGIS Pro<\/title>\n<meta name=\"description\" content=\"How to access Custom Reports and Infographics - and access them in ArcGIS Pro.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/bus-analyst\/business\/share-custom-reports-infographics-in-arcgis-pro\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GO PRO! 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