Edit report

Name – This field allows you to rename the report.

Description – A description is crucial for ensuring the best use of the dashboard's information, as it provides context and guidance on what the data represents, how to interpret it, and what insights can be extracted.

Report Settings

Owner: This option allows you to assign a person responsible for the report, making it easier for users viewing the report to contact the person in charge.

Report Catalog: This is a discovery tool that lists all the reports in your company that users will not have immediate access to.

It allows users to learn about these reports through a description and request access if they are relevant to their daily activities.

It is at the report level that you define whether it will appear in the report catalog or not.

Groups

Select which groups will have access to this report. All users who belong to these groups will be able to access the reports. To learn more, visit the Groups page.

Users

Select which users will have access to the report. To learn more, visit the Users page.

Folders

Link the report to a folder or subfolder for archiving. To learn more, visit the Folders page.

Companies

Select which companies will be associated with the report. To learn more, visit the Companies page.

Customization

By default, when a report is imported it is configured with the standard Power BI icon. If you want to insert a thumbnail to make it easier for users to identify the report, use this tab.

Edit RLS

You can also edit RLS (Row-Level Security) rules at the report level. Help – Row Level Security (RLS) and Object Level Security (OLS)