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What this page is for

Reporting is provisioned per tenant. Before anyone can author data sources or build dashboards, an administrator enables the feature for the tenant, grants the reporting permissions to the right user groups, and switches on the scheduled refresh that keeps dashboards current. This page is that checklist.

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Permissions

Reporting ships five permissions. They are seeded automatically; assign them to your user groups under Admin settings → Access → Permissions. Typical assignments:
  • Build everything (author data sources and design dashboards): Manage Reporting Data Sources + Manage Reporting Dashboards.
  • View dashboards: View Reporting Dashboards — plus membership in a user group the dashboard was shared with. Both are required; see Viewing dashboards.
Like all application permissions, these are granted to user groups, never to individuals directly — see Permissions & access.

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Keeping data current

Dashboards read from materialized snapshots: each data source captures its results on a schedule, and dashboards read those captured results so a heavy query runs only at refresh time and dashboards stay fast. For dashboards to refresh, scheduled refresh must be switched on for the tenant. While it’s off, the viewer keeps serving the last good snapshot for each data source, but nothing new is captured. Each data source then carries its own refresh schedule and an optional blackout window — see Data sources.

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Bring-up order

1

Confirm reporting is enabled

Reporting is provisioned per tenant. Confirm it’s switched on for your tenant before you begin.
2

Grant the reporting permissions

Assign the reporting permissions above to the appropriate user groups (build vs. view).
3

Switch on scheduled refresh

Make sure scheduled refresh is enabled for the tenant, so snapshots build and refresh on each data source’s schedule.
4

Verify

With the build permissions, create a data source, run Test SQL, save and refresh it, then build a dashboard on top of it.

Data sources

Author, test, and refresh the queries that feed reporting dashboards.

Permissions & access

How application permissions are granted to user groups across the platform.