How do I import Entra ID users into Cloud Reporting?

You can search for users in Microsoft Entra ID (formerly Azure Active Directory) and import them into Bold Reports® Cloud.

Note: To import users, make sure the Microsoft Entra ID connection is set up in the Azure Active Directory Settings.

Only users who are members of the System Administrator group can import Microsoft Entra ID users into Bold Reports®.

How to search for Microsoft Entra ID users

You find Microsoft Entra ID users to import by searching on full name or email address in the Search users box, and each search returns up to 1000 users.

Microsoft Entra ID users are not listed until you run a search.

You can search for Microsoft Entra ID users by any of these properties and select them for import into Bold Reports®:

  • Full name
  • Email Address

A single request searches for and retrieves up to 1000 users from Microsoft Entra ID.

Bold Reports® displays the search results in a grid.

Note: The search results will be generated based on a “starts with” query.

Microsoft Entra ID user search results on the import page

How to import the selected users

A member of the System Administrator group imports Microsoft Entra ID users by selecting them in the search results and clicking Import.

  • To import users from Microsoft Entra ID into Bold Reports®, select the users in the list and click the Import button in the top right corner.

    Selected Microsoft Entra ID users ready to import with the Import button

  • Bold Reports® imports the selected users and displays a confirmation message.

    Confirmation message after importing Microsoft Entra ID users

How duplicate users are handled

If Microsoft Entra ID users have email addresses that match users already in Bold Reports®, they are marked as duplicates and are not imported.

Microsoft Entra ID users marked as duplicates because their email addresses already exist

How to modify the Microsoft Entra ID connection

You change the Microsoft Entra ID connection settings by clicking Modify next to the tenant name on the Import Users page.

Click the Modify button to change the Microsoft Entra ID configuration settings:

Modify button for changing the Microsoft Entra ID connection settings

Frequently asked questions

What do I need before I import Microsoft Entra ID users?

You need a configured Microsoft Entra ID connection. Enter the tenant name, client ID, and client secret of your registered application in the Azure Active Directory Settings.

How many users does one search return?

One search returns up to 1000 Microsoft Entra ID users. The search matches full names and email addresses that start with the text you enter.

Why are some Microsoft Entra ID users not imported?

A user is marked as a duplicate when the email address matches an existing user. Duplicate users are not imported.

How do I keep imported users up to date?

Synchronize them with Microsoft Entra ID, either manually or on a schedule. See Synchronize Microsoft Entra ID users.