System Settings dialog box - Reporting tab

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Use the settings on this page to configure reporting settings for Microsoft Dynamics 365.

Open the Reporting System Settings dialog box (if it’s not already open)

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Choose System Settings > Reporting tab.

 

Settings

Description

Specify report categories

Default categories:

  • Sales Reports

  • Service Reports

  • Marketing Reports

  • Administrative Reports

Note

If you add a new category or change existing categories, you should also change the default views available for the Report record type. Otherwise, users won't have a way to see all reports in the new categories.

Default value

Unassigned. Select the default report category.

Allow Power BI visualization embedding

Lets users embed Power BI for Office 365 visualizations on their personal dashboards. A Power BI visualization is a snapshot of the user's data, such as a chart, map, or aggregate number. More information:  Add or edit Power BI visualizations on your dashboard

Default value

No. Users cannot embed Power BI visualizations on their personal dashboards.

See Also

Use Power BI with Microsoft Dynamics CRM
System Settings dialog box - General tab