Introduction
The administration pane can be accessed by clicking on the icon at the top right of the navigation bar.
Beware, the admin pane is open to users with access rights.
From the administration pane, it is possible to:
- Add, edit and delete a report;
- Manage report access rights by group.
Beware, only reports created on PowerBI or SSRS can be added to Dashboardly.
Add a report
Follow these steps to add a report:
- From the Custom Reports tab, click New Report;
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Choose the type of report:
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- For an SSRS report: a drop-down menu lists the different reports (the report must first be made available on the location provided on the server, contact the report administrator if it is not detected at this stage),
- For a PowerBI report: enter the three report identifiers (these are communicated when the PowerBI report is published);
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- The confirmation stage, checks that the reports are accessible.
- Report name: this name will be visible to users with access to the report;
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Configure group access:
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- Access can be given to all user groups,
- Or specific groups.
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- Provide group filter: this option is optional, it allows users to filter data by group within the report (only activate if the report is designed to manage this filter).
Conclusion
it is also possible to add edit and delete reports for this please consult the article How to edit/delete a report?