{"id":"data.reports","app":"data","title":"Use the embedded Power BI report","summary":"Navigate report pages and check filters and freshness before comparing results.","url":"https://www.simultem-apps.com/wiki/data#reports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.reports","resourceUri":"wiki://data/reports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["report pages","tabs","slicers","property","date range","refresh"],"sections":[{"title":"Everyday reporting","steps":["Open Report once the pipeline marks the report usable.","Use the report’s page tabs to choose the operational, finance or management view available in your account.","Set property, date and other page filters before interpreting totals.","Inspect any page-specific definitions, tooltips and drill controls provided by the report.","Compare the same dates, property scope and refresh state when checking totals against Apaleo or Excel."],"notes":["Report pages and measures belong to the account’s deployed Power BI report and can vary. The wiki describes the shared Data controls; use the page labels and definitions in your report for account-specific measures."]}],"text":"# Data: Use the embedded Power BI report\n\nNavigate report pages and check filters and freshness before comparing results.\n\n## Everyday reporting\n\n1. Open Report once the pipeline marks the report usable.\n\n2. Use the report’s page tabs to choose the operational, finance or management view available in your account.\n\n3. Set property, date and other page filters before interpreting totals.\n\n4. Inspect any page-specific definitions, tooltips and drill controls provided by the report.\n\n5. Compare the same dates, property scope and refresh state when checking totals against Apaleo or Excel.\n\nNote: Report pages and measures belong to the account’s deployed Power BI report and can vary. The wiki describes the shared Data controls; use the page labels and definitions in your report for account-specific measures.","related":[{"id":"data.pipeline","app":"data","title":"Pipeline stages and table readiness","summary":"Identify whether Data is waiting for source data, export or report refresh.","url":"https://www.simultem-apps.com/wiki/data#pipeline","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.pipeline","resourceUri":"wiki://data/pipeline","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"data.powerbi-access","app":"data","title":"Open the report in PowerBI.com","summary":"Prepare read-only workspace access and complete the Microsoft invitation flow.","url":"https://www.simultem-apps.com/wiki/data#powerbi-access","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.powerbi-access","resourceUri":"wiki://data/powerbi-access","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"data.excel-exports","app":"data","title":"Choose an Excel export package","summary":"Export a bounded slice of reporting data with the appropriate sheets and date range.","url":"https://www.simultem-apps.com/wiki/data#excel-exports","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/data.excel-exports","resourceUri":"wiki://data/excel-exports","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}