Custom Content - Edit and View


Custom Content is the mechanism by which the report is published into the Analytics menu

Edit Custom Content

  1. To edit a PowerBI Integration Report, click on the report link
    • Click on    View Custom Content to view the report status (this takes you to the Custom Content menu)
      • Click  Edit to edit the report details
        • Change the report Label and check or uncheck Enabled to enable or disable to report (this will make the report visible in the Analytics menu)
        • Click Update Custom Content
      • Click   View to view the report in in the Analytics menu
    • Click on   Back to PowerBI integration to return to the integration page
    • Click on  View in PowerBI to view the report in Power BI (this will require Power BI login credentials in the client workspace)

Note: A feature flag needs to be turned on for each instance (refer to SYNCHRO Perform support)

View and Edit Custom Reports

To edit, reorder, relabel or delete a custom report in the Analytics menu

  1. Go to Settings > Project > Custom Content
  2. To view a Custom Content report, click on the custom content name (as per above)
  3. To edit a Custom Content report, click on the    icon to the right of the custom content (refer (above)
  4. Reports can be reordered by dragging the report up or down using the (=) symbol
  5. To delete a Custom Content report, click on the  icon, this will remove the report from the Analytics menu ​​