Report Settings

The settings that decide how a report is reached, protected, and installed.

These live in the report configuration panel in the builder, alongside Save Report.

Identity

Setting	Notes
Name	What the report is called on Home, in folders, and in delivered emails.
About the Report	A short description, up to 300 characters. Worth filling in — it's what tells a reader whether this is the report they wanted.

Access Controls

Protected Dashboard

When on, a reader must be signed in to open the report. When off, anyone with the link can view it.

⚠️ Turn This On for Governed Data Row-level security and column masking decide what to show based on who is asking. On an unprotected report there is no signed-in user to evaluate rules against. If the underlying data is governed, protect the report.

White-listed IPs

Restrict the report to a list of IP addresses. Your own IP is added automatically when you start the list, so you don't lock yourself out.

💡 Combining the Two IP allow-listing and login protection are independent and compose well: the allow-list narrows where the report can be opened from, protection narrows who can open it.

Can Be Installed as App

Lets readers install the report as an app on their device, so it opens from the home screen or launcher like any other application rather than as a browser tab. This is also what enables push notifications from the installed report.

Max Parallel API Calls

Caps how many requests the report issues at once. Left blank, there is no limit. Useful on dense reports where many tiles refresh together and the underlying database has limited headroom — capping concurrency trades a slightly slower first paint for not overwhelming the source.

Drill-Through

Use as Drill-Through Report

Marks this report as a valid destination for drill-through from other reports. Once enabled, you nominate which parameters it accepts, so the calling report knows what context it can pass in.

Allow Drill Through Into Reports

The other side of the relationship: choose which reports readers of this report can drill into. Those appear to readers as a "show more details" action. See Drilldown & Drill-Through.

Advanced Actions

Action	What it does
Allow users to update data in report	Lets readers upload replacement files for a PersivX-managed datasource from within the report. Available only where the report is built on an imported datasource.
Allow drill through into reports	Configures the drill-through destinations described above.
Share dashboard	Grant and manage access — see Sharing & Access.
Subscriptions	Scheduled delivery and alerting — see Scheduler & Smart Alerts.
Export entire report as JSON	Download the whole report definition — see Export & Import Reports.