How do I refresh database users already in Cloud Reporting?

Bold Reports® Cloud synchronizes imported database users with your existing database, so user details such as name and email address stay up to date.

Note: Before synchronizing the Existing Database users, follow the provided steps:

  1. Configure Database Settings.
  2. Import users from the existing database into Bold Reports® by referring to the following Import Users from Database Guide.

To open the user synchronization page, click Synchronize on the Users page and select Database Synchronization.

Imported Database Users Synchronization Link

How to synchronize database users

You select imported database users on the user synchronization page and click Synchronize to update their details from the existing database.

  • Bold Reports® will list the imported database users that are already present, as shown in the image below.

    Imported user list from Existing Database

    Note: Only users imported from the configured database within this organization are listed here.

  • Select the users you want to synchronize, and then click Synchronize at the top.

    Selected database users with the Synchronize button at the top

Synchronization procedure

  • Bold Reports® will synchronize user details, such as name and email address, with the existing database.

  • Bold Reports® will delete the user if they have been deleted from the existing database.

After synchronization completes, a success message shows the number of modified, deleted, and duplicated users. Success message with modified, deleted, and duplicated database user counts

How duplicate users are handled

Database users who have the same email address as existing Bold Reports® users are marked as duplicates and are not synchronized.

Duplicate database users that were not synchronized

Frequently asked questions

Can I schedule database user synchronization?

Yes. You can synchronize imported database users on a schedule. See Database Synchronization Schedule.

Which databases can users be synchronized from?

You can import and synchronize users from SQL Server and PostgreSQL databases that you configure in the Database Settings.

Who is notified about scheduled synchronization results?

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