View Power BI reports

What you can do

Action	Use
Open a report	View existing visualizations and filters.
Create a report	Start from Bold’s predefined data model.
Duplicate a report	Create a copy to modify without changing the original.
Edit and save	Adjust fields, visualizations and filters when you have permission.
Export data	Extract data according to the capabilities enabled in the report.
Delete	Remove editable reports. This action cannot be undone.

Need	Use
Analyze trends, compare periods or prepare reports	Power BI reports.
View live shop floor status, ongoing operations or operational OEE	Manufacturing dashboards.
Investigate a specific record	The corresponding operational module, such as orders, stock or work orders.

Need

Use

Analyze trends, compare periods or prepare reports

Power BI reports.

View live shop floor status, ongoing operations or operational OEE

Manufacturing dashboards.

Investigate a specific record

The corresponding operational module, such as orders, stock or work orders.

Create or adapt a report

Path: Smart Factory > Reports

Choose a starting point

Open an existing report, create a new one or duplicate one you can adapt.

Edit visualizations

If the report is editable, click Edit next to the title. In edit mode, you can:

choose the visualization type from the side panel;
select or drag fields from the Data pane onto the canvas;
apply filters from the Filters pane;
configure views and their interactions.

Save changes

Save when the report represents the view your team needs.

Validate with real data

Compare the report with Bold records to confirm that filters, dates and units are correct.

Action	Required permission
Open reports	Read access to reports.
Create, duplicate or delete reports	Edit access to reports.

Action

Required permission

Open reports

Read access to reports.

Create, duplicate or delete reports

Edit access to reports.

Good practices

Duplicate reports before making significant changes.

Use names that describe their purpose, such as Cost by asset or Weekly production.

Include visible filters for dates, area, item, asset or status when several teams use the report.

Do not use Power BI reports for decisions that require live shop floor status.

Common problems

Problem	What to review
Data seems outdated	Review the model’s latest refresh and use dashboards if you need real-time data.
A report does not appear	No reports may be available, Analytics permissions may be missing, or the plan may not include analytics reports.
You cannot delete it	Only editable reports can be deleted.
A filter changes the result too much	Review dates, record status, units and the fields used in the visualization.

What you can do

When to use reports and when to use dashboards

Create or adapt a report

Permissions and integrations

Good practices

Common problems

​What you can do

​When to use reports and when to use dashboards

​Create or adapt a report

​Permissions and integrations

​Good practices

​Common problems

​Related

What you can do

When to use reports and when to use dashboards

Create or adapt a report

Permissions and integrations

Good practices

Common problems

Related