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thumbarger's avatar
thumbarger
New Member
7 years ago
Solved

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..

  • 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

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