Configure Reporting Hub App Settings

1. Add Your Authentication Scheme (Optional Step)

By default the Reporting Hub is installed with Entra ID authentication (previously known as Azure Active Directory). If you wish to change how your users authenticate you will need to add your Authentication scheme integration details. For more details please visit our dedicated Authentication Admin page. Note that you can make changes to your authentication schemes at any time.

2. Sync Your Groups

Following installation, your Reporting Hub application will be integrated with Entra ID (by default) or to whatever authentication scheme you have chosen in your initial setup. Although the integration will be established, the Reporting Hub will not automatically sync to your users and security groups. You must run a sync in order to make your users and security groups are made available to the Reporting Hub.

From your user profile, click 'App Settings' > 'Manage Groups' to access the page, then click the 'Sync Groups' button.

This will pull all your users and security groups into the Reporting Hub so they can be granted permissions accordingly throughout the app. For more information visit our dedicated Manage Groups documentation page.

3. Configure Your Global Tenant Settings

Following installation, your Reporting Tenant will not have any user permissions in place, or, have access to any of your Power BI workspaces. You will need to establish these from within your Global Tenant settings.

From your user profile, click 'App Settings' > 'Tenant Admin' to access the page, then click the ellipses and 'Edit' button of your Global Tenant.

Your Global Tenant settings will look similar to the below screenshot after install:

3.1 - Apply an Administrator Group:

Select the security group you wish to set as your Reporting Hub application 'global' administrator. Any user who belongs to this security group will have administrative access to the Reporting Hub application.

TAKE NOTE: Ensure your user is a member of this security group. If you set this to a security group that you are not a member of, you will not have administrative access. We also recommend NOT using the Service Principal security group that was created as part of the installation process. The Service Principal security group is meant for enabling connectivity with the Power BI Service.

3.2 - Apply a Parent Group (Optional):

Your Global Tenant 'Parent Group' is the overarching group that will determine who can access your Reporting Hub application. From a hierarchy perspective, this is the highest level of security group hierarchy that is associated to a tenant. Any users and security groups must be a member of the parent group to have access to your application.

Note that this field is optional for your Global Tenant. Defining a Parent Group is only required if you want to limit access to your Reporting Hub application to a subset of security groups. If you want your entire organization to have access to this tenant, leave this field blank.

CAUTION: Ensure your user is a member of a security group that belongs to the Parent Group you set. You will lock yourself out of the application if your user is not associated to this Parent Group. We also recommend NOT using the Service Principal security group that was created as part of the installation process. The Service Principal security group is meant for enabling connectivity with the Power BI Service.

3.3 - Connect Your Power BI Workspaces

A Power BI workspace must be added to your Global Tenant for your Reporting Hub application to have access to it.

Ensure you have first properly configured your Workspace in Power BI.

1. Select the workspace(s) from the Power BI Workspaces dropdown you wish to access from the Reporting Hub.

2. Click Save.

Important: Your workspace must contain content for it to be added to the Reporting Hub. An empty workspace will not be visible to the Reporting Hub.

Note: It may take a few minutes for a new Workspace to appear in the Workspaces dropdown list. If it doesn't show up right away, try clicking on refresh capacities and workspaces on the tenant admin page.