Navigating Reports
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In the report, if the user has access, it is possible to use the permissions listed below, which adds to and facilitates the analysis.
It is crucial to remember that the user can only access these functionalities if the permissions are active; otherwise, they will not be able to use them.
By clicking on the name of the report in the report's top navigation bar, you can access some information about the report and identify the person responsible.
• Download this PBIX file: If the user has active permission, it is possible to download the PBIX file.
• Export: Offers various export options, such as PDF, PowerPoint and PNG. You can select which pages to export, with three options:
Export with current filters: Exports the report with the filters applied at the time of export.
Export this page only: Allows you to export only the current page of the report, useful when there are several pages available.
Exclude hidden tabs: If there are hidden tabs in the report, you can exclude them from the export.
Refresh visuals: Loads the latest data; clicking on “Refresh visuals” updates the cached data
Refresh datasets: Enables data to be refreshed via the portal via APIs.
Update visuals automatically: Automates the updating of visuals by setting an interval of 1 to 59 minutes.
Refresh the page automatically: Automates the refresh of the page by setting an interval of 1 to 59 minutes.
History: Allows you to view the history of report updates via the report itself.
Users who receive any of the options below will only be able to view the reports if they are registered on the portal.
Copy link: Shares the report via a link
QR code: Generates a QR code to access the report.
Print this page: Allows you to print the report page.
Microsoft Teams: Shares the report with Microsoft Teams users.
Email: Generates a link that redirects to the email.
WhatsApp: Generates a link that redirects to WhatsApp.
Full screen: Displays the report in full screen.
Show sidebar: Displays the home screen sidebar.
Filters: Displays the standard Power BI filters.
Tabs: Hides additional tabs if the report has more than one.
Saved Filters: Allows you to save favorite filters in the report to facilitate future analysis. By clicking on a visual, you can save your filters and view the list of saved filters.
A list like this is created by saving filters and interacting with them.
These functionalities are available if they are activated in the user or group registration.
• Viewing: Default permission for viewing, in this option the user can only analyze the report.
• Editing: Allows the user to edit the report. If the user has permission, they can overwrite the report or create a copy.
• Creation: Creation mode where the user can start a new report from scratch, reusing existing data sets.
If you want a copy of the report to be imported automatically when you save it, you can define this rule in Settings > Parameters > Edit and Create Mode.
Caution: Be careful when overwriting a report, it may change for other users.
