Omniscope users can share project links, which contain both workflows and visualisations, as well as report links, which only lead to data visualisations. These links are hosted either on the company’s server or in the cloud.

Users must ensure that the server is accessible to the intended recipients, whether they are inside or outside the company’s firewall. If required, they should contact their network or system administrator to enable this access.

The hosting server must be configured to function as a web server. Detailed instructions for this setup can be found here:

Configure Omniscope Evo Business or Enterprise as server for multi-user access

Project links

A link to the .iox file directs another user to the project, giving them access to both the data workflow and the reports created within it (shown as blue blocks). You can generate this link by copying the URL from the browser’s address bar while viewing any existing project.

This enables multiple users to collaborate on the same project or to use a single workflow to create different customised reports or dashboards. Omniscope does not need to be installed on their device.

Access to the project is controlled by the permissioning system in the Admin section.

Project links

A link to the .iox file directs another user to the project, giving them access to both the data workflow and the reports created within it (shown as blue blocks). You can generate this link by copying the URL from the browser’s address bar while viewing any existing project.

This allows multiple users to collaborate on the same project, or to use a single workflow to produce customised reports or dashboards for different objectives. Omniscope does not need to be installed on their device.

Access is controlled by the permissioning system in the Admin section. See this article:

https://help.visokio.com/support/solutions/articles/42000036489-server-permissioning

Report links

"Sharing URL" – is a direct link to an individual Report within the project. To generate this link, open the report you wish to share in edit mode, then go to the Settings menu > Share option and switch the mode to enable sharing.

Once the sharing option is enabled, you can use various authentication methods to control which users can access the report link:

a) Folder-level permissions – Create user groups at the folder level (see the screenshot on the right). Read more here about Server permissioning. This method efficiently grants access to the report for large groups of users without needing to assign permissions individually, though it can also be applied to single users.

b) Report-level permissions – Use a list of usernames/passwords or a list of emails to customise each user’s experience, defining their specific actions when accessing the report link (for example, view, edit report, or edit/refresh data). This method is an alternative to option a) and will override it if present.

See below – we allow the user John Simms to view the report but not make any edits or refresh report data.

Note: If you use a list of emails for authentication, the server must be configured to use Identity Providers and OpenID Connect to authenticate your users.

The 'Everyone else' option defines the public link permissions – granting access to the report for users and groups not listed above, while still respecting the company’s server access settings (allowing external users to access the server location).

This option allows the creator to provide access to anonymous viewers, for example when publishing a product demo or an article intended for a wide audience.

All links can allow recipients to download report data in CSV format, or edit the report and save changes. The report administrator controls these permissions, as well as the option for report edits to be synchronised with the master version – see the Advanced tab options.

 the most effective way to customise report data allocation and create a data distribution schema for multiple users. For example, the North region sales team will see only North sales figures, while the South region team sees only South results, even though both teams access the same report link.

QR codes

Sharing links are also accompanied by QR codes, useful for large screens, trade shows, or accessing reports on mobile devices.

The Misc section provides additional valuable options:

"Hide Shareable link option" – This conceals the shareable link generated by the report viewer, accessible from Report > Settings. The link preserves precise tab and filter settings, enabling users to share specific insights with others.

"Hide source data" – Available in most views via the small three-dot menu, this feature allows viewers to either view or download the data behind the chart. (See 'Show View Menu' in Report Settings under View mode). Read more here.

Advanced – Embedded report: hiding the toolbar

If you want to share a specific tab within the report and hide the toolbar, you can do so by adding:

/#tab=[TAB_NAME]

where [TAB_NAME] is the name of the specific tab within your report.

For example: http://daily.omniscope.me/test.iox/r/Report+2/#tab=Tab1

Omniscope Evo – Portable File Formats

These file formats allow users to save an entire project or its components, making it easy to share with other users or store files in a shared or private location.

IOZ

IOZ is a portable, compressed project file, similar to a ZIP, containing the workflow and reports. When saving, you can choose to preserve the last executed data or save just the structure without it, also whether to include project history and passwords.

Downloads are available from the File / Project list page, as well as from the workflow app toolbar (under the three-dot menu).

Note for recipients: Opening the file requires users to import the project. After importing, users will have access to the workflow and all reports inside.

IOX

IOX files can be saved from the file location and contain only the workflow and all blocks, including the report.

IOD

IOD is Omniscope’s portable data file format. It contains only the raw data and is a scalable, streaming-based format, ideal for scenarios where users want to preserve data for later use in Omniscope.

IOD files are relatively small in storage size and fast to process as a source block in workflows.

To save data in IOD format, select IOD as the file type in the File output block (green block in the workflow).

IOR

IOR is Omniscope’s portable report file format. It contains an individual report along with the data needed to power its visualisations. Since this is a proprietary format, recipients must have Omniscope installed on their machine.

Use IOR to share reports with others, send as attachments, or store in a file format. It is particularly useful for:

Recipients outside the company firewall

Preserving the report for offline access

To create an IOR file:

Open the report you want to share in the workflow.

In the Report Settings dialogue (cog icon on the main report toolbar), go to the Download as IOR tab (see image above).

File password protection is optional.