System Settings dialog box - Reporting tab

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

Use the settings on this page to configure reporting settings for Dynamics 365 for Customer Engagement apps.

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.
Set whether users can embed Power BI visuals
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 365 for Customer Engagement
System Settings dialog box - General tab