System Settings Reporting tab

Important

This article describes how to use the legacy settings experience for managing Power BI embedding. For information about the current experience, go to Embedded content.

Use the settings on this page to configure the reporting settings for model-driven apps in customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation).

Open the Reporting System Settings tab

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. In the Power Platform admin center, go to Manage > Environments, and then open the environment you want.

3. On the command bar select Settings, and then under Resources select All legacy settings.

4. Select Settings (dropdown arrow) > Administration > System Settings.

5. Select the 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 Microsoft 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 System Settings dialog box - General tab