Import users from a database into Bold Reports®

You can import users from an existing database into Bold Reports® On-Premises Edition from the User Management page.

What do I need before importing database users?

Bold Reports® On-Premises Edition needs a configured database connection and a System Administrator account before you import users.

NOTE: To import users from the existing database, you must configure the database connection in the Database Settings within the User Directories tab.

Only users belonging to the System Administrator group can import users from the database into Bold Reports® On-Premises Edition.

How do I list database users?

You list database users in Bold Reports® On-Premises Edition from the User Management page. Follow these steps:

  1. Click New User on the User Management page.

  2. Select Import from Database.

    Add New Users

The link redirects to the import page, which appears as follows:

Import Users from Database - Home

How do I select and import users?

After you select columns, Bold Reports® displays the data retrieved from the database in the grid. Follow these steps:

  1. Choose the users to be imported.
  2. Click Import Users to proceed with the import. Import Selected Users

Bold Reports® imports the selected users and displays a confirmation message, as shown in the following image. Success message after imported the Database users

How do I modify the existing database connection?

You modify the Bold Reports® database configuration settings by clicking the Modify button: Modify Database Configuration

Frequently asked questions

Where do I configure the database connection for user import?

You configure it in the Bold Reports® Database Settings within the User Directories tab.

Who can import users from a database?

Only users belonging to the System Administrator group can import users from the database into Bold Reports® On-Premises Edition.

See also