Adding New Reports

Add and configure reports within your workspaces to analyze and visualize your data effectively.

Where to find Reports

Head to the top-right corner of your portal and click on your profile icon. From the drop-down menu, select Reports.

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Creating a New Report

Once on the Reports page, click the + New button located in the top-right corner. You will be redirected to the Create New Reports page, where you can enter the necessary details to add a new report.

Information you'll need to complete

Complete the form with the following details:

  • Organization

  • Workspace

  • Report (choose the report you want to add)

  • Report Name

  • Short Name (a simplified version of the report name)

  • Description (optional)

  • Security settings (choose from None, Row Level Security, or SQL Server Analysis Services - SSAS).

Click Save to finalize adding your report.

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