Reports en AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-07-24

This guide explains the Reports option in AUTOMY Configuration from end to end: its purpose, the information it displays, how to use its controls, and what to validate before applying changes. 🧭 How to access Menu path Configuration → Reports → Reports Application route /configuration/reports ℹ️ Option and action visibility depends on the role, company, environment, plan, and tenant version. 🎯 Purpose and scope Publish reports and relate them to Power BI, groups, permissions, filters, and platforms.

Verify that report, dataset, and group belong to the correct environment.

Public must be assessed together with permissions, row-level security, and data filters. 🖥️ Main screen Observed actions # Control Recommended use 1 Filter Use it only for the stated purpose and confirm the result before continuing. 2 Add Use it only for the stated purpose and confirm the result before continuing. 3 Open report groups Use it only for the stated purpose and confirm the result before continuing.

List information # Field or column How to interpret it 1 Enabled Value displayed for the record; use sorting or filters when available. 2 Order Value displayed for the record; use sorting or filters when available. 3 Title Value displayed for the record; use sorting or filters when available. 4 Report group Value displayed for the record; use sorting or filters when available. 5 Type Value displayed for the record; use sorting or filters when available. 6 Power BI report ID Value displayed for the record; use sorting or filters when available. 7 Public Value displayed for the record; use sorting or filters when available. 🔎 Available filters Type Report group Platform Public Enabled Created date Created by Updated date Updated by Combine only the filters you need, select Apply , and use Clear filters before starting a different search. ✍️ How to work with this option Fields marked with (*) are required.

Fields observed when adding # Field or column Recommended use 1 Report group (*) Enter a value valid for the company and review relationships before saving. 2 Title (*) Enter a value valid for the company and review relationships before saving. 3 Description (*) Enter a value valid for the company and review relationships before saving. 4 Tags (*) Enter a value valid for the company and review relationships before saving. 5 Platform (*) Enter a value valid for the company and review relationships before saving. 6 Type (*) Enter a value valid for the company and review relationships before saving. 7 Order (*) Enter a value valid for the company and review relationships before saving. 8 Power BI report ID (*) Enter a value valid for the company and review relationships before saving. 9 Power BI dataset ID (*) Enter a value valid for the company and review relationships before saving. 10 Default report section Enter a value valid for the company and review relationships before saving. 11 Multiple pages Enter a value valid for the company and review relationships before saving. 12 Permission logical operator (*) Enter a value valid for the company and review relationships before saving. 13 Filters by user, position, area, entity, or group Enter a value valid for the company and review relationships before saving. 14 Public Enter a value valid for the company and review relationships before saving. 15 Enabled Enter a value valid for the company and review relationships before saving. ✅ Recommended procedure Confirm the active company and environment.

Define the purpose of the query or change and its owner.

Apply filters to check whether the record already exists or to narrow the period.

Review relationships, permissions, and dependencies before creating, editing, enabling, or disabling.

Save only after verifying required fields and scope.

Return to the list, filter again, and confirm the result.

For critical changes, review related traces or evidence. 🔐 Security and governance Apply least privilege and separation of duties.