The report builder allows you to create, manage, and customize reports directly within your browser. Using PowerBI's interface, you can create reports while controlling access through built-in security features.

Key Features

• Create custom reports using PowerBI's interface
• Modify existing reports as needed
• Duplicate reports to preserve original versions
• Control access through report segregation
• Access all features through your web browser

Administrative Roles

Four administrative roles control report management access:

• Create Report: Generate new reports
• Edit Report: Modify existing reports
• Delete Report: Remove reports
• Segregated Report: Access restricted reports

Note: After new permissions are assigned, users must log out and log back in for the changes to take effect.

Understanding Report Segregation

Report segregation helps organize and control access to specific reports. Adding '##' before a report title creates a restricted report visible only to users with Segregated Report permission. Common uses include:

• Area-specific reports
• Administrator-only reports
• Reports for specific teams or departments
• Regional or branch-specific reporting

Note: Currently one segregation area is supported but this may be expanded in future.

For detailed instructions, see our Creating and Managing Reports Guide.