April was a busy month: Apps, dynamic models, the mobile application (PWA) and dataset refresh history arrived. Report export became more flexible, and the API gained endpoints for groups, companies and folders.
April 30, 2024
Improvements
- Mobile application with your brand: the installable application (PWA) of the Reports Portal now uses your organization's custom images, keeping your company's visual identity in the app icon too. See the documentation
April 23, 2024
New features
- Mobile application (PWA): the Reports Portal can be installed as an application on computers (Windows, Mac and Linux) and phones (Android and iOS), straight from the browser. The app opens the portal without the address bar, giving more room to reports. See the documentation
- Dynamic models: a single report can connect to different semantic models depending on the user accessing it. You link users and groups to each model and, when the report opens, each person sees the data from their own model. This way, one report serves many customers, with smaller, isolated models. See the documentation
- Pin user in Analysis Services: on the Data sources screen, Analysis Services sources have a new option to choose a fixed user that is sent to Analysis Services instead of the user viewing the report. This simplifies RLS when data is filtered by company rather than by person. See the documentation
Improvements
- App column in the reports audit: the reports audit now shows when a report was opened through an app. This helps explain how a user without direct access to the report was able to open it. See the documentation
- Report order in apps: you can now set the order in which reports appear inside an app. See the documentation
April 18, 2024
New features
- Dataset refresh history: you can now check the refresh history of a report's dataset to know when the data was refreshed. See the documentation
April 10, 2024
New features
- Apps: the Administration Portal now has Apps, which group reports to share them with users in an organized way, similar to Power BI apps. See the documentation
April 9, 2024
Improvements
- Export with more options: the Export button now opens a window where you choose the format (PDF, PowerPoint or image), decide whether the file uses the report's default values or keeps the filters currently applied, and select which pages to export. Previously, export included every page, even hidden ones, and ignored the current filters. See the documentation
April 4, 2024
Improvements
- More report details: the report information window in the Reports Portal now shows more details about the open report. See the documentation
April 3, 2024
Improvements
- API for folders and for companies on reports: the API gained endpoints to manage folders and to link and unlink companies from reports, letting you automate more portal tasks. See the documentation
April 1, 2024
New features
- New API endpoints: the API now lets you list, create, edit and delete groups and companies, link groups to reports and to dataset RLS, and link users to companies. A new endpoint returns a report's embed address ready to display in your system, with options to hide the menu, navigation bar and sidebar. Report and dataset queries also gained new filters. See the documentation