Getting Started

Ensure you have either the Create Report or Edit Report permission before proceeding.

Creating a New Report

• Click "Create New Report" at the bottom of the reporting page
• This opens PowerBI's interface with a blank canvas

Duplicating an Existing Report

• Click Edit on an existing report (this requires you to have edit permissions)
• Select File > Save As to create a copy
• Modify the duplicate while keeping the original intact

Using the PowerBI Interface

The report builder includes these features:

• Data table selection and arrangement
• Custom filter creation
• Visualization tools
• Layout and formatting options

Setting Up Segregated Reports

To create a restricted report:

1. Add '##' before the report title (Example: "##Example Report")
2. Only users with Segregated Report permission can access these reports
3. Useful for department-specific or administrative reports

Best Practices

• Develop and test new reports in the UAT environment before moving to production
• Duplicate complex reports before making significant changes
• Review segregated reports periodically to ensure appropriate access

For more information about PowerBI features, refer to the Microsoft PowerBI documentation.