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thumbarger
New Member

Insightly Integration - Cannot Edit Reports or View Data

I connected our Insightly instance to Power BI, and I can view the Dashboard and graphs. 


However, the Edit Report in the top menu is not accessible to me as it is greyed out - so I cannot edit any reports or create a new dashboard idem.

 

Does anyone know why the import would work and display valid graphs but not let me make any edits?

 

Thanks...

 

Thanks..Power BI and Insightly.jpg

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi @thumbarger,

 

Looking at your image I can see you are entering the report through the APPS, and in this case the edit option is not possible, you need to enter the report trough the report page or edit the app then go into the report and edit the report.

 

Regards,

MFelix


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



View solution in original post

2 REPLIES 2
v-cherch-msft
Employee
Employee

Hi @thumbarger

 

It seems you only have view-only access to the apps. Here is the documnet for your reference.

https://docs.microsoft.com/en-us/power-bi/service-create-workspaces

 

Regards,

Cherie

Community Support Team _ Cherie Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
MFelix
Super User
Super User

Hi @thumbarger,

 

Looking at your image I can see you are entering the report through the APPS, and in this case the edit option is not possible, you need to enter the report trough the report page or edit the app then go into the report and edit the report.

 

Regards,

MFelix


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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