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Hi Team,
We have created a report/dashboard in Appian and exposed it through a Site. However, not all of our clients have Appian user access/licenses.
We are evaluating Appian Portals as a potential solution, but we'd like to understand what other approaches the community has used successfully.
We're particularly interested in hearing from anyone who has implemented this successfully in production.
Thanks in advance.
Discussion posts and replies are publicly visible
Use Portals backed by a service account to show data to users without logins; this is the standard supported way to build public/read-only reports for unlicensed users. If the client already has their own dashboard tool, expose the same data via a Web API secured with an API key tied to a service account, and have their backend (not the browser) call Appian.