(Updated) Microsoft Viva: Create and customize Power BI reports

Microsoft Viva: Create and customize Power BI reports

Microsoft Viva Insights will allow eligible users to create, customize, and save supported Power BI reports, including adjusting periods, filters, visuals, and layouts. This feature, available from August to September 2026, maintains existing security controls and can be managed via Viva Feature Access Management.

2026-07-15T16:23:05.797Z

New feature,User impact,Admin impact

<p><b>[What and Why:]</b></p><p>Microsoft is introducing a new Viva Insights capability that enables eligible users to create, customize, and save supported Power BI reports, including the Microsoft 365 Copilot Adoption and Copilot Studio Agents reports. Today, eligible users can consume out-of-the-box reports. With this update, they will be able to customize supported reports by adjusting the reporting period, applying filters and organizational attributes, customizing report visuals and layouts, and saving customized reports for future use. Existing governance, security, privacy controls, roles, and permissions will continue to apply.</p><p>This message is associated with Roadmap ID <a href="https://www.microsoft.com/microsoft-365/roadmap?filters=&amp;searchterms=566317" target="_blank">566317</a>.</p><p><b>[Rollout Schedule:]</b></p><ul><li><b>General Availability (Worldwide):</b> Beginning <b>early August 2026</b>; expected to complete by <b>late September 2026</b></li></ul><p><b>[Impact on Your Organization:]</b></p><p><b>Who is affected:</b></p><p>This feature will be available to eligible users of Microsoft Copilot Analytics in Viva Insights, including:</p><ul><li>Chief Officers with tenant-level access</li><li>Group Managers with team-level access</li><li>Delegates assigned by Chief Officers or Group Managers</li><li>Viva Insights Analysts with access to Microsoft Copilot Analytics and Analyst Workbench</li></ul><p><b>Platforms/Services:</b></p><ul><li>Microsoft Viva Insights</li><li>Microsoft Copilot Analytics</li><li>Power BI reports within Viva Insights</li></ul><p><b>What will happen:</b></p><ul><li>Eligible users will be able to customize supported Power BI reports they already have access to.</li><li>Users will be able to:<ul><li>Changing the reporting period (up to 13 months where supported)</li><li>Applying filters and organizational attributes</li><li>Customizing report visuals and layouts</li><li>Saving personalized report views for future use</li></ul></li><li>Customized reports created by Chief Officers, Group Managers, and Delegates are private by default and are visible only to the report owner and their authorized delegates.</li><li>Delegates will be able to create, access, and manage customized reports on behalf of the leaders they support.</li><li>Analysts will continue to have access to existing Analyst Workbench capabilities.</li><li>Reports created by Analysts can be saved as private reports or shared within their assigned partitions, consistent with existing partition permissions.</li></ul><p><b>[Action Required / Recommendations:]</b></p><p><b>No administrative action is required.</b></p><p>Recommended actions:</p><ul><li>Review Copilot Analytics role assignments and delegation configurations to anticipate which users may receive report creation and customization capabilities.&nbsp;</li><li>Communicate the new creation capability to eligible users before rollout completion.</li><li>Update internal training materials or reporting documentation if they reference Viva Insights reporting workflows.</li><li>Prepare support teams for potential questions regarding PowerBI report customization capabilities.</li><li>If your organization is not ready to adopt this feature, you can enable or disable Report Customization at user, group or tenant level through Viva Feature Access Management.&nbsp;</li></ul><p>Learn more: <a href="https://learn.microsoft.com/viva/insights/advanced/analysis-intro" target="_blank">Advanced analysis introduction | Microsoft Learn</a></p><p><b>[Compliance Considerations:]</b></p><table class="table table-bordered"><tbody><tr><td>Area&nbsp;</td><td>Explanation</td></tr><tr><td>Does the change include an admin control and can it be controlled through Entra ID group membership?</td><td>Administrators can enable or disable Report Customization through Viva Feature Access Management. The feature is enabled by default and can be managed at the tenant, group, or user level. Access remains governed by existing Viva Insights roles and permissions.</td></tr></tbody></table><p><br></p><p><br></p>

2026-07-13T22:03:37.717Z

<p><strong>[What&nbsp;and&nbsp;Why:]</strong></p><p>Microsoft&nbsp;is&nbsp;introducing&nbsp;a&nbsp;new&nbsp;Viva&nbsp;Insights&nbsp;capability&nbsp;that&nbsp;enables&nbsp;eligible&nbsp;users&nbsp;to&nbsp;create,&nbsp;customize,&nbsp;and&nbsp;save&nbsp;supported&nbsp;Power&nbsp;BI&nbsp;reports,&nbsp;including&nbsp;the&nbsp;Microsoft&nbsp;365&nbsp;Copilot&nbsp;Adoption&nbsp;and&nbsp;Copilot&nbsp;Studio&nbsp;Agents&nbsp;reports.&nbsp;Today,&nbsp;eligible&nbsp;users&nbsp;can&nbsp;consume&nbsp;out-of-the-box&nbsp;reports.&nbsp;With&nbsp;this&nbsp;update,&nbsp;they&nbsp;will&nbsp;be&nbsp;able&nbsp;to&nbsp;customize&nbsp;supported&nbsp;reports&nbsp;by&nbsp;adjusting&nbsp;the&nbsp;reporting&nbsp;period,&nbsp;applying&nbsp;filters&nbsp;and&nbsp;organizational&nbsp;attributes,&nbsp;customizing&nbsp;report&nbsp;visuals&nbsp;and&nbsp;layouts,&nbsp;and&nbsp;saving&nbsp;customized&nbsp;reports&nbsp;for&nbsp;future&nbsp;use.&nbsp;Existing&nbsp;governance,&nbsp;security,&nbsp;privacy&nbsp;controls,&nbsp;roles,&nbsp;and&nbsp;permissions&nbsp;will&nbsp;continue&nbsp;to&nbsp;apply.</p><p>This&nbsp;message&nbsp;is&nbsp;associated&nbsp;with&nbsp;Roadmap&nbsp;ID&nbsp;<a href="https://www.microsoft.com/microsoft-365/roadmap?filters=&amp;searchterms=566317" rel="noopener noreferrer" target="_blank" style="background-color: rgb(255, 255, 255);">566317</a>.</p><p><strong>[Rollout&nbsp;Schedule:]</strong></p><ul><li>General&nbsp;Availability&nbsp;(Worldwide):&nbsp;Beginning&nbsp;<strong>early&nbsp;August&nbsp;2026;</strong>&nbsp;expected&nbsp;to&nbsp;complete&nbsp;by<strong>&nbsp;late&nbsp;September&nbsp;2026</strong></li></ul><p><strong>[Impact&nbsp;on&nbsp;Your&nbsp;Organization:]</strong></p><p><strong>Who&nbsp;is&nbsp;affected:</strong></p><p>This&nbsp;feature&nbsp;will&nbsp;be&nbsp;available&nbsp;to&nbsp;eligible&nbsp;users&nbsp;of&nbsp;Microsoft&nbsp;Copilot&nbsp;Analytics&nbsp;in&nbsp;Viva&nbsp;Insights,&nbsp;including:</p><ul><li>Chief&nbsp;Officers&nbsp;with&nbsp;tenant-level&nbsp;access</li><li>Group&nbsp;Managers&nbsp;with&nbsp;team-level&nbsp;access</li><li>Delegates&nbsp;assigned&nbsp;by&nbsp;Chief&nbsp;Officers&nbsp;or&nbsp;Group&nbsp;Managers</li><li>Viva&nbsp;Insights&nbsp;Analysts&nbsp;with&nbsp;access&nbsp;to&nbsp;Microsoft&nbsp;Copilot&nbsp;Analytics&nbsp;and&nbsp;Analyst&nbsp;Workbench</li></ul><p><strong>Platforms/Services:</strong></p><ul><li>Microsoft&nbsp;Viva&nbsp;Insights</li><li>Microsoft&nbsp;Copilot&nbsp;Analytics</li><li>Power&nbsp;BI&nbsp;reports&nbsp;within&nbsp;Viva&nbsp;Insights</li></ul><p><strong>What&nbsp;will&nbsp;happen:</strong></p><ul><li>Eligible&nbsp;users&nbsp;will&nbsp;be&nbsp;able&nbsp;to&nbsp;customize&nbsp;supported&nbsp;Power&nbsp;BI&nbsp;reports&nbsp;they&nbsp;already&nbsp;have&nbsp;access&nbsp;to.</li><li>Users&nbsp;will&nbsp;be&nbsp;able&nbsp;to:<ul><li>Changing&nbsp;the&nbsp;reporting&nbsp;period&nbsp;(up&nbsp;to&nbsp;13&nbsp;months&nbsp;where&nbsp;supported)</li><li>Applying&nbsp;filters&nbsp;and&nbsp;organizational&nbsp;attributes</li><li>Customizing&nbsp;report&nbsp;visuals&nbsp;and&nbsp;layouts</li><li>Saving&nbsp;personalized&nbsp;report&nbsp;views&nbsp;for&nbsp;future&nbsp;use</li></ul></li><li>Customized&nbsp;reports&nbsp;created&nbsp;by&nbsp;Chief&nbsp;Officers,&nbsp;Group&nbsp;Managers,&nbsp;and&nbsp;Delegates&nbsp;are&nbsp;private&nbsp;by&nbsp;default&nbsp;and&nbsp;are&nbsp;visible&nbsp;only&nbsp;to&nbsp;the&nbsp;report&nbsp;owner&nbsp;and&nbsp;their&nbsp;authorized&nbsp;delegates.</li><li>Delegates&nbsp;will&nbsp;be&nbsp;able&nbsp;to&nbsp;create,&nbsp;access,&nbsp;and&nbsp;manage&nbsp;customized&nbsp;reports&nbsp;on&nbsp;behalf&nbsp;of&nbsp;the&nbsp;leaders&nbsp;they&nbsp;support.</li><li>Analysts&nbsp;will&nbsp;continue&nbsp;to&nbsp;have&nbsp;access&nbsp;to&nbsp;existing&nbsp;Analyst&nbsp;Workbench&nbsp;capabilities.</li><li>Reports&nbsp;created&nbsp;by&nbsp;Analysts&nbsp;can&nbsp;be&nbsp;saved&nbsp;as&nbsp;private&nbsp;reports&nbsp;or&nbsp;shared&nbsp;within&nbsp;their&nbsp;assigned&nbsp;partitions,&nbsp;consistent&nbsp;with&nbsp;existing&nbsp;partition&nbsp;permissions.</li></ul><p><strong>[Action&nbsp;Required&nbsp;/&nbsp;Recommendations:]</strong></p><p><strong>No&nbsp;administrative&nbsp;action&nbsp;is&nbsp;required.</strong></p><p>Recommended&nbsp;actions:</p><ul><li>Review&nbsp;Copilot&nbsp;Analytics&nbsp;role&nbsp;assignments&nbsp;and&nbsp;delegation&nbsp;configurations&nbsp;to&nbsp;anticipate&nbsp;which&nbsp;users&nbsp;may&nbsp;receive&nbsp;report&nbsp;creation&nbsp;and&nbsp;customization&nbsp;capabilities.&nbsp;</li><li>Communicate&nbsp;the&nbsp;new&nbsp;creation&nbsp;capability&nbsp;to&nbsp;eligible&nbsp;users&nbsp;before&nbsp;rollout&nbsp;completion.</li><li>Update&nbsp;internal&nbsp;training&nbsp;materials&nbsp;or&nbsp;reporting&nbsp;documentation&nbsp;if&nbsp;they&nbsp;reference&nbsp;Viva&nbsp;Insights&nbsp;reporting&nbsp;workflows.</li><li>Prepare&nbsp;support&nbsp;teams&nbsp;for&nbsp;potential&nbsp;questions&nbsp;regarding&nbsp;PowerBI&nbsp;report&nbsp;customization&nbsp;capabilities.</li><li>If&nbsp;your&nbsp;organization&nbsp;is&nbsp;not&nbsp;ready&nbsp;to&nbsp;adopt&nbsp;this&nbsp;feature,&nbsp;you&nbsp;can&nbsp;enable&nbsp;or&nbsp;disable&nbsp;Report&nbsp;Customization&nbsp;at&nbsp;user,&nbsp;group&nbsp;or&nbsp;tenant&nbsp;level&nbsp;through&nbsp;Viva&nbsp;Feature&nbsp;Access&nbsp;Management.&nbsp;</li></ul><p><strong>Learn&nbsp;more:&nbsp;</strong><a href="https://go.microsoft.com/fwlink/?LinkId=2370962" rel="noopener noreferrer" target="_blank">Advanced&nbsp;analysis&nbsp;introduction&nbsp;|&nbsp;Microsoft&nbsp;Learn</a></p><p><strong>[Compliance&nbsp;Considerations:]</strong></p><table style="border: 1px solid #000;"><tbody><tr><td data-row="row-mrjjqv61-1">Area</td><td data-row="row-mrjjqv61-1">Explanation</td></tr><tr><td data-row="row-mrjjqv61-2">Does&nbsp;the&nbsp;change&nbsp;include&nbsp;an&nbsp;admin&nbsp;control&nbsp;and&nbsp;can&nbsp;it&nbsp;be&nbsp;controlled&nbsp;through&nbsp;Entra&nbsp;ID&nbsp;group&nbsp;membership?</td><td data-row="row-mrjjqv61-2">Administrators&nbsp;can&nbsp;enable&nbsp;or&nbsp;disable&nbsp;Report&nbsp;Customization&nbsp;through&nbsp;Viva&nbsp;Feature&nbsp;Access&nbsp;Management.&nbsp;The&nbsp;feature&nbsp;is&nbsp;enabled&nbsp;by&nbsp;default&nbsp;and&nbsp;can&nbsp;be&nbsp;managed&nbsp;at&nbsp;the&nbsp;tenant,&nbsp;group,&nbsp;or&nbsp;user&nbsp;level.&nbsp;Access&nbsp;remains&nbsp;governed&nbsp;by&nbsp;existing&nbsp;Viva&nbsp;Insights&nbsp;roles&nbsp;and&nbsp;permissions.</td></tr></tbody></table>