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How to create a Public Report

Public Reports let Users publish a Dashboard, Comparison Board, or Data View from their instance of Informer to a cloud deployment of Informer. This is a way to share a Report publicly without generating a link from a private instance. Several steps are needed to enable and create a Public Report.

1. Enable the feature​

The first step is enabling the feature in Settings.

  1. Click Administration and navigate to the Cloud section.
  2. Toggle the feature on and enter the information in the dialog:
    • URL: the URL for the destination Informer instance where Reports are shared publicly, for example https://example.informer.cloud.
    • Access Token: the token provided by the destination Informer.
  3. Click Test Connection to ensure the information is correct and the connection succeeds.
  4. Click Save.

2. Check User permissions​

Only Super Users and Team Publishers can publish Reports to the cloud. Super Users have this permission by default and must enable it for other Users:

  1. Open the User who needs this permission from the User listing page.
  2. Check the User's role in the Team section of their page. Only Users with the Publisher or Admin roles can use this action. If a User is not a Publisher and needs to be, open the action menu, click Change Role, select Publisher, and click Save. See Report role breakdown for more on Team roles.
  3. Click Edit Permissions in the Permission section, check the box next to Publish to Cloud, and click Save.

3. Publish the Report​

After enabling the feature and setting a User's permission, Users with the permission can use the Publish to Cloud action. Only Dataset-backed Reports (Dashboards, Comparison Boards, and Data Views) can be published to the cloud.

  1. Locate and open the desired Report.
  2. Open the action menu in the top-right and hover over Share.
  3. Click Publish to Cloud.
  4. Review the information in the dialog and click Publish to generate a link.

Informer then publishes the Report to the cloud instance configured in Settings.

4. Check the Report​

After publishing, Informer generates a link to the Report, found on the Access page.

  1. Open the Access page on the left side while viewing the Report.
  2. Open the External Access tab to view all generated links.
  3. Locate the link for the Public Report and click the icon to open it.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Reports.