Explore reports

Power BI reports contain charts, tables, and filters prepared for your organisation. AtroBI lets you explore them alongside Ask AtroBI.

You need: report access in the active AtroBI workspace and the required Power BI access for that report.

Open a report

1. Check the workspace menu at the top right.
2. Select Analytics, a report shortcut on Overview, or a report under Pinned reports.
3. If shown a report list, select the report you need.
4. Complete Microsoft sign-in if prompted.

A configured default report may open directly. If the report is not listed, see troubleshooting.

Explore the layout

AtroBI.

YOUR WORKSPACE 1OverviewAnalyticsAI HistorySaved AnalysesAlertsMy TasksNotificationsMy Settings

Workspace2 Northwind Retail ▾

3 Sales summary

Period: Sep 2026 Region: All

SummaryRegional detail

4 ✦ Ask AtroBIReport context

Show Sales by Region for September 2026.

Here is the breakdown using the report's approved Sales metric.

Metrics, filters and evidence

Report navigation: Open Analytics or a pinned report from the sidebar. A default report may open directly.

Layout illustration · Made-up values · Your reports and available controls may differ.

Change what you are looking at

Control	What it changes	Example
Report page or tab	The report section on the canvas	Sales summary → Regional detail
Slicer or filter	Which data is included	All regions → North
Selection in a chart	The highlighted or filtered portion, depending on the report design	Select one product
Ask AtroBI	The question being analysed	Compare Sales with last year

The exact controls depend on how the report was built. Clear filters you no longer need before making a new comparison.

Use the report with Ask AtroBI

Ask AtroBI can use supported report-page context when it is available and enabled. Look at the context notice in the panel before relying on page filters.

If the panel says it is using approved data without current page filters, include the needed dates and filters in your question. A visible chart selection is not proof that the AI question includes it. Check Metrics, filters and evidence on the answer.

Apply a proposed report change

Some answers propose a report action, such as changing a filter. Read the action card, then select Apply if you want to make that change. Select Undo on the card to reverse it.

This action is separate from asking a data question and separate from saving an edit to Power BI.

Preview a chart and return to the report

Supported chart requests can open a temporary Power BI visual over the report. Use Return to original report to close that preview.

A temporary AI preview does not save a change to the source report. It may require Authoring permission and Microsoft editing rights. Supported shapes include column, bar, line, card, and table; some comparisons or calculations cannot be reproduced as a native preview.

If Add to Power BI is offered to an authorised author, it follows a separate flow: choose a page, visual, and title; select Preview; then explicitly select Save to Power BI to keep the change, or Undo to remove the previewed addition.

Keep your place

Use Saved investigations in the bottom report tools to save the current report state. See saving and revisiting your work for how this differs from saving an AI result.

For sidebar shortcuts and a default report, open your preferences.