Change settings for Power BI reports

APPLIES TO: Power BI Desktop Power BI service

With the report settings in Power BI Desktop and the Power BI service, you can control how report readers interact with your report. For example, you can allow them to save filters for the report, personalize the visuals in the report, or display the report pages as tabs across the bottom of the report instead of along the side.

It might be helpful to first read:

• Create a report from an Excel file in the Power BI service, to understand the report creation experience.
• Reports in Power BI, to understand your report readers' experience.

Let's get started!

Prerequisites

• For creating reports using Power BI Desktop, see Desktop report view.
• Sign up for the Power BI service.
• You need to have edit permission for the report in the Power BI service. See Roles in workspaces for details on permission.
• If you don't already have a report in the Power BI service, you can install a sample containing a dashboard, report, and semantic model.

Open the Settings pane

Power BI Desktop

1. Select File > Options and settings > Options.

2. Under Current file, select Report settings.

   

Power BI service

1. In report Reading view, select File > Settings.

   

2. In the Settings pane, you see many toggles you can set just for this report.

The rest of this article calls out some of the specific report settings.

Set featured content

You can feature dashboards, reports, and apps so they appear in the Featured section of your colleagues' Power BI Home page. Read more about how to feature content.

Set the Pages pane

Currently, you can only change the Pages pane setting in the Power BI service. When you toggle Pages pane on, report readers see the report page tabs along the bottom of the report in Reading view instead of along the side. In Edit view, the report page tabs are already along the bottom of the report.

Control filters

The report Settings pane has three settings for controlling reader interactions with the filters on your report. The following links go to the Format the filters in Power BI reports article for details on each setting.

• Persistent filters allow readers to save filters on the report.

• Filtering experience has two more settings:

  • Allow report readers to change filter types.

  • Enable search in the filter pane.

Export data

By default, report readers can export summarized or underlying data from visuals in your report. With Export data, you can allow them to export only summarized data or to export no data at all from your report.

Personalize visuals

Allow your readers to change and personalize the visuals in your report. For more information, see Let users personalize visuals in a report.

Related content

• Feature content on others' Power BI Home pages
• Let users personalize visuals in a report
• More questions? Ask the Power BI Community