How do I auto sync Entra ID users with Cloud Reporting?

In Bold Reports^® Cloud, you can schedule the synchronization of users and groups from Microsoft Entra ID (formerly Azure Active Directory) so their details stay up to date.

Note: Before you set up the synchronization schedule for Microsoft Entra ID users and groups, follow these steps:

Configure Azure Active Directory Settings

To synchronize Microsoft Entra ID users, import users from Microsoft Entra ID to your site. See Import Azure Active Directory Users.

To synchronize Microsoft Entra ID groups, import groups from Microsoft Entra ID to your site. See Import Azure Active Directory Groups.

Click Azure Active Directory Synchronization Schedule

Microsoft Entra ID synchronization schedule dialog with recurrence options

Users and groups from Microsoft Entra ID can be synchronized on a schedule, so their details stay up to date in Bold Reports^®.
For more details on synchronizing users and groups from Microsoft Entra ID with the Bold Reports^® Report Server, see the following links:
- Synchronize Azure Active Directory Users
- Synchronize Azure Active Directory Groups

Receive synchronization status emails

Users in the System Administrator group receive an email with the synchronization status after each scheduled synchronization recurrence completes.

How to enable or disable the synchronization schedule

Open Settings > Authentication, click Synchronization, and select Azure AD Schedule Synchronization. Select or clear the checkbox at the top of the schedule to enable or disable it at any time.

What scheduled synchronization updates

Each synchronization updates the details of imported Microsoft Entra ID users:

It updates the username, first name, last name, email address, and contact number.
It deletes users who have been deleted from Microsoft Entra ID.
It does not synchronize users whose email address matches an existing user. These users are marked as duplicates.

Frequently asked questions

Do I need to import users before I schedule synchronization?

Yes. Only users and groups that you have already imported from the configured Microsoft Entra ID are synchronized.

Who receives the synchronization status email?

Users in the System Administrator group receive an email with the synchronization status after each scheduled recurrence completes.

How do I pause scheduled synchronization?

Clear the checkbox at the top of the synchronization schedule to disable it. Select the checkbox again to resume the schedule.