How do I auto sync database users with Cloud Reporting?

In Bold Reports® Cloud, you can schedule the synchronization of users imported from an existing database so their details stay up to date.

Note: Make sure to configure the database settings before initiating the synchronization process for existing database users.

To set the schedule, open the Database tab in the user directory settings, click Synchronization, and select Database Schedule Synchronization. Before you do, import the database users. See Import Database Users.

Click Database Users Synchronization Schedule

Imported Database Users Synchronization Schedule

  • Users from the existing database can be synchronized on a schedule, so changes to their details are imported into Bold Reports®.

  • Please find more details on synchronizing users from the existing database with the Bold Reports® Report Server in the link below:

How synchronization status emails are sent

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

How to enable or disable the synchronization schedule

You enable or disable the synchronization schedule at any time by selecting or clearing the checkbox at the top of the synchronization schedule.

What does scheduled synchronization update?

Each synchronization updates the details of imported database users:

  • It updates user details, such as name and email address.
  • It deletes users who have been deleted from the existing database.
  • 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 database users before I schedule synchronization?

Yes. Cloud Reporting synchronizes only users that you have already imported from the configured database.

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.