How do I update my profile in Cloud Reporting?

In Bold Reports^® Cloud, you can view and manage your own user profile from the Report Server. The options are:

View profile
View permissions
Change password
Edit notification settings

How to view your profile

To view your profile details, click the Profile icon located in the top right corner of the Bold Reports^® Report Server.

How to edit your profile picture

You change or delete your profile picture from Bold Reports^® Account on your profile page.

On the profile page, click Bold Reports^® Account.
Click the pencil icon on your profile, click … to browse to the image, and then click Save in the Change Profile Picture dialog.
To delete your profile picture, click the delete icon on your profile and proceed with Yes.

How to view your permissions

The My Permissions tab of your profile page lists your access permissions for each resource, such as reports, data sources, files, and schedules.

Personal Access Token

A personal access token authenticates your API requests and other interactions with the Report Server and authorizes access to its resources. For more information on generating an authentication token, please refer to the Authentication Token Generation Guide.

How to edit notification settings

You configure your own notification preferences on your profile page, including the following settings:

System notifications
Mail notifications
Auto watch for comments of created items.
Auto watch for comments of accessible items.

List of notifications

System notifications
- System notifications will appear near the user’s profile picture, as shown in the following image.
- Users can navigate to the particular comment by clicking the report name in the notification section. To configure the user notification settings, users can navigate to the profile page by clicking settings.
Mail notifications

Enabling the mail notifications option will notify the users through email for comments, permissions, schedules, views, user(s), and group(s) (manual and schedule) synchronization, and user account activation.
Auto watch comments of created items

Enabling this will send notifications for comments on all the items created by users.
Auto watch comments of accessible items

Enabling this will send notifications for comments on all the items that are accessed by users.
Report schedule notification

Turn this option on or off to allow or stop email notifications for scheduled reports.
User schedule notification

Turn this option on or off to allow or stop email notifications for admin users.
Specific watch

Apart from the auto-watch of newly created and accessible item settings, users can also watch an item specifically.

You can toggle between a watch and unwatch for a report comment at any time.

How to reset a forgotten password

If you forget your password, reset it from the login page with a recovery link sent to your email address.

On the login page, click Cannot access your account?.
Enter your email address, and then click Send recovery link.
Open the password reset email that you receive.
Click the link in the email, and then enter your new password on the reset password page.