Manage Reports

The Manage Reports (RPRTMNGR) page allows a system administrator to view all reports available on Power BI server, create different folders/groups and add the reports to those folders. The page is divided into 2 panels. The left panel contains the Report Library action and the folders in a tree structure format. The right panel has a grid to show the reports based on the selection on the left panel. When the page loads, by default Report Library is selected and the grid on the right displays all the reports available on the Power BI Server. Under Report Library, there is a root folder (Report Folder List), which is the parent of all the sub folders created by the admin. On selecting the root folder, the action to create folders will appear over the tree structure. The admin can create new folders and perform actions such as, Delete, Rename and Move on those folders.

The reports can be added to folders from Report Library. The Add To Folder action will open up a modal window containing the folders in tree structure. The admin can select the relevant folder and click Ok. This will add the reports to the selected folder. On selecting a folder, you will see the reports inside that folder in the grid on the right panel. Once the reports are added to the folder, you will see additional actions - Move report to another folder and Copy reports from folder. These actions can be used to copy or move the reports from one folder to another.

Deleting a folder will delete all the sub-folders (child folders) and remove the reports inside that folder and sub-folders. Similarly, if you move a folder then it will move all the sub-folders and reports inside them.

The View Report Listing action will take you to view all Reports page. On this page users can access all reports accessible to it without the folder hierarchy.

Note: The root folder, that is, Report Folder List, cannot and should not be deleted, moved, or renamed. In addition to that, the reports cannot be added to this folder.

The Manage Reports (RPRTMNGR) page provides the capability to upload and download reports. The Upload action is available in the grid action bar at the top of the report grid. On selecting the Upload action, a modal window appears where users can browse or drag and drop reports for upload. The upload action parameters such as number of attachments, attachment size, and file types allowed are controlled through the MaxUploadFiles, MaxAttachmentSize and AttachmentTypesAllowed parameters in the adv30params.ini configuration file, if the enabled property for the enableAttachmentOptions parameter in the Feature Configuration (feature.conf) file is false. The valid attachment file types for uploading Power BI reports are “pbix” and “rdl”.

If the enableAttachmentOptions parameter is set to true, then the number of attachments, attachment size, and file types allowed for upload are controlled through configurations defined on the Attachment Options (ATTOPTN) page, instead of the adv30params.ini file. Refer to the “Attachment Options” topic for more information.

Note: To use Attachment Options (ATTOPTN) page configuration for uploading Power BI reports, create a record for the R_RPRT_LST_FLDR resource and configure the required parameters, including the number of attachments, attachment size, and file types allowed. For optimal system performance, it is recommended to upload a single Power BI report file at a time.

The Download action is available for each report under the three-dot menu within the grid. The maximum allowable file size for download is controlled through the MaxDownloadSize parameter in the adv30params.ini configuration file.

Note: Please update the maximum file size for upload and download carefully. Files larger than 20 MB may cause performance issues.

Both the Upload and Download actions are available only to authorized users based on security configuration.

For workspace selection during report upload, a new parameter, DEFAULT_BI_UPLOAD_WORKSPACE, has been introduced on the ERP Application Parameters (ERPCTRL) page. The value of this parameter must correspond to a valid Power BI workspace name configured by the system administrator.