Bold Reports® Free Tier user guide

The Bold Reports® Free Tier lets you create reports, manage data sources and datasets, and schedule report delivery without a subscription. Use this guide to register and learn the platform’s core capabilities.

How do I register for the Bold Reports® Free Tier?

You register for the Bold Reports® Free Tier from the Bold Reports® website. Follow these steps:

  1. Click Try it for Free on the Bold Reports® page. Try It Now Option

  2. If you already have an account, click the Login link to sign in with your existing credentials. Login link

  3. Otherwise, sign up using your Google, Microsoft, or Syncfusion® account. You can also enter your details manually by providing your full name, work email address, and password.

  4. Click Start with Bold Reports®. Signup Page

  5. Verify your email. After you click Start with Bold Reports®, an email verification pop-up appears, and a verification email is sent to the registered email address. Open the email and click the Verify your email address button to complete the registration process. The verification link is valid only until the specified expiration date.

    Email Verification Verify Email

  6. Wait for the registration to finish. After you click Verify your email address, a page appears indicating that your trial registration is being processed. When verification is completed successfully, you are redirected to the home page. If a network or other issue occurs during the process, you are redirected to the accounts page instead. Trial Registration

What can I do after registration?

Once registration is complete, Bold Reports® redirects you to the Free Tier Dashboard, where you can:

  • Navigate the main menu to access key sections such as Reports, Data Sources, Data Hub, Datasets, Schedules, Settings, Users, and more.
  • Organize reports by categories to maintain a structured and easily navigable workspace.
  • Customize the report list using sorting options to tailor the view to your preferences.
  • Access the reports you opened before in the Recent section, so you can quickly resume where you left off.
  • Use the search bar to find reports by name or category.
  • Manage your account with administrative access, including updating your profile. Initial Page

Note: If the site remains inactive for 15 days, it will be automatically deleted, including any content associated with your account name.

Quick Tour

The Bold Reports® Quick Tour gives you a quick overview of the key features of the Free Tier Dashboard.

Quick Tour

Free Tier

The Bold Reports® Free Tier provides access to essential reporting features, enabling users to explore Bold Reports® with limited resources and support.

Free Tier

What do I get when I upgrade to a paid plan?

A paid Bold Reports® plan adds the following capabilities:

  • Backup & Disaster Recovery: Keep your data safe and recover quickly from unexpected issues.
  • Live Chat Support: Get real-time assistance from the support team, including support via WhatsApp.
  • 24/5 Assistance: Reach the support team during business hours throughout the week.
  • Infrastructure options: Choose between shared cloud or managed dedicated deployments based on scale, security, and performance requirements.
  • On-premises edition: Install Bold Reports® on your own servers or private cloud for additional data control and customization.

Note: The Free Tier does not include these premium features. To access them, consider upgrading to a paid plan.

Download

You download Bold Reports® applications from the Download page. Follow these steps:

  1. Click the Download icon located at the top-right corner of the dashboard. Download Icon
  2. On the Download page that opens, download the application suitable for your operating system.
View Account

To view your Bold Reports® account details, click the View Account option under your profile. The option takes you to the Bold Reports® account page.

View Account

Accounts Page

Pricing Plan

To view or manage your Bold Reports® subscription, click the Pricing Plan option under your profile. The option takes you to the Bold Reports® Pricing Plan page, where you can:

  • Compare available plans for both on-premises and cloud deployments.

  • Review the features included in each plan to determine which best suits your reporting needs.

  • Upgrade, downgrade, or modify your subscription based on your usage and requirements.

    Click Pricing Plan

  • See the Bold Reports® help documentation under the Profile section for additional guidance and support.

Frequently asked questions

What happens if my Free Tier site is inactive?

If the Bold Reports® Free Tier site remains inactive for 15 days, it is automatically deleted, including any content associated with your account name.

Which accounts can I use to sign up?

You can sign up for the Bold Reports® Free Tier with a Google, Microsoft, or Syncfusion® account, or by entering your full name, work email address, and password.

See also