DataTakoDDataTako

Smoother user imports, clearer role setup, and better multi-organisation navigation

A smaller week, focused on friction people ran into during setup.

Importing users with the Viewer role

Importing users from the Excel template ignored the Viewer role, so the only way to get it applied was through the override setting. The role in your template is now respected as written — no workaround needed.

RLS roles now appear for the Editor role

When configuring a report as an Editor, the row-level security dropdown came up empty. RLS role names now load correctly, so you can assign them without switching accounts.

Switching organisations takes you to the right domain

If you manage several organisations on their own custom domains, switching between them kept you on the original domain — leaving it unclear which environment you were actually in. You now land on the custom domain of the organisation you switched to, and you stay signed in.

Also fixed
  • An issue affecting external recipients of report subscriptions.

Magic link sign-in, upgraded logging and customer API upgrades

Another solid one. Signing in gets a lot easier, your activity log gets a lot more detailed, and the API can finally manage users instead of just reading them.

Sign in without a password

You can now sign in with a magic link. Enter your email address and we'll send you a 6-digit code plus a direct sign-in link. No password to remember, no password to reset.

A few things worth knowing:

  • New users can activate their account and get straight in without ever creating a password. Prefer one anyway? You can set a password later from your profile.

  • You can steer individual users to a specific sign-in method (password, Microsoft 365 or magic link) on the user page or through the API. Leave it empty and their first choice becomes their default.

  • You decide which methods your organisation sees. Hide the ones you don't want under Settings → Appearance → Login. At least one method always stays visible, so you can't lock yourself out.

  • On a custom domain the sign-in link uses your own domain.

The sign-in screen itself is now email-first: you type your email address, and we show you the methods that apply to you.

Your activity log now tells the whole story

The activity log used to tell you who opened which report. It now tells you what they did, where they did it from, and under which permissions.

Every entry records the action (open or export), the source (web, mobile app, public embed, external embed or AFAS), the IP address, the browser or device, and the RLS roles that were actually applied for that user on that view. And it's no longer limited to Power BI reports: PDFs, files and AI agents are logged too.

Together with the Power BI embed token ID, that gives you a complete audit trail you can join with the Power BI activity log. Handy detail: entries created before this release keep their old values, so anything from today onwards is the full picture.

The API can now manage your organisation

Until now the customer API could read your content. It can now do the administration as well.

  • Users: list them, create or update a user by email address (name, role, group memberships, language, default sign-in method, with or without an invitation email), and delete them.

  • User groups: create, rename, delete, and add or remove members by email address.

  • Assignments: read report groups per user group, users per user group, and content per user group and per report group.

  • Activity log: retrieve it with date filters and paging.

  • API request log: every API call with endpoint, status code, duration and error message, so you can check whether your nightly sync actually did what you think it did. Ask for only the failures if that's all you need.

Create an API key under Settings → API keys. The documentation is at connect.datatako.com.

Other changes

  • Management forms now have a description field, so you can explain the form to the people filling it in.

  • The search function can be switched off per organisation under Settings → Appearance → Layout.

  • AI agents on the newest Claude models were failing on every request. Fixed. System prompts also got roomier: 16,000 characters instead of 8,000.

AI agents, folders and public sharing

Big release this time. The two features we teased in the last update are here, plus something we've been quietly building for a while: AI on your reports.

Ask your reports anything with AI agents

You can now add a conversational AI assistant to your Power BI reports. Your users ask questions about their data in plain language and get instant answers, tables and charts, right next to the report.

A few things worth knowing:

  • Bring your own key: connect your own AI provider (OpenAI, Azure Foundry, Azure AI or Anthropic), so you stay in control of the model, guardrails and the costs.

  • Attach agents to reports: configure an agent once and attach it to the reports where it makes sense. There's also a standalone chat view for questions that aren't tied to a single report.

  • Budgets and usage: set spending budgets per agent and keep an eye on usage from the management screen, so there are no surprises on your AI bill.

This is a big one for us, and we'd genuinely like to hear how it works on your data.

Folders are here

As promised: you can now create folders (and subfolders) within report groups to organize your reports and PDFs. Your users navigate with the new folder tree and breadcrumbs. Large report groups finally stay tidy.

Share reports publicly

Sometimes a report needs to reach people who don't have a DataTako account. With public sharing you can now embed a report through a public link, no login required. You control the layout, and you can regenerate the link at any time to instantly cut off old access. We've also added clearer messages for viewers when a report is temporarily unavailable.

Other changes

  • Several fixes for Microsoft Entra user sync, including handling of disabled users and a crash when adding new users.

  • Various improvements to the mobile layout.

Coming up

The DataTako mobile app for iOS and Android is in the final stretch. The mobile improvements above are part of that work. Release date is coming soon.

As always, let us know what you think!

Faster Switching & Easier access controls

Last month was a busy one! We’ve been working hard on making your workflow smoother with a few big quality-of-life upgrades. Here is a look at what’s new.

Find your suborganisation faster

If you’re managing multiple environments, you know that scrolling through a long list to find the right organization can be a pain. We’ve added a search bar directly into the organization switcher.

Now, you can just start typing the name of the workspace you need and jump straight into work. It’s a small change that saves a lot of clicking time every single day.

Manage permissions at scale with the Assignment Matrix

Gone are the days of manually clicking into every single report to assign users or groups. We know how tedious that was, so we built the Assignment Matrix to give you a bird's-eye view of your permissions.

With this new interface, you can:

  • Save time: Bulk assign multiple reports to groups or individuals in one view.

  • Reduce errors: Easily spot who has access to what without toggling between different screens.

  • Stay organized: Manage complex permissions for large teams without the headache.

Other changes

  • In some cases when refreshing a dataset it was not clear that all concurrent refreshes were in use. That is now clearly stated.

  • DataTako now supports very complex chained semantic models where one model might use RLS and the other doesn't. This now works out of the box!

  • For unactivated users, you can now manually copy the activation link from the user management screen. With this you can provide easier support if a user is unable to access their mailbox themself.

  • There was an issue with automatic report syncs in suborganisations, this has now been resolved.

Coming up

We are currently finalizing a new set of upgrades to DataTako. The most important ones are the ability to create folders within report groups to further organize reports and PDF's. The other one is the upcoming release of the DataTako mobile app for iOS and Android. This app allows you not only to view reports, but also manage most parts of the environment, all from your phone. Release date is coming soon.

We hope these updates make your daily tasks a little lighter! As always, let us know what you think.

May 2026: Proactive monitoring & improved agency tools

Making your reports and teams even smarter

May has been all about giving you more control and better visibility. We’ve been hard at work building tools that help you stay ahead of technical hiccups and manage your growing teams without the headache. Here is a look at what’s new!

The Big Highlights

Total visibility with the Report Health Dashboard
We want you to be the first to know if something goes wrong, not your clients. Our new monitoring system identifies issues behind the scenes before they impact your users.

  • Instant status updates: Use the new overview page and status chips to see exactly how your reports are performing at a glance.

  • Dig into the details: Use the error timeline chart to see when blips occurred and open the event details to understand exactly what happened.

Effortless agency user management
Managing a big team across different accounts shouldn’t feel like a chore. We’ve streamlined the way agencies handle memberships.

  • One-stop shop for users: Invite new teammates and manage which sub-tenants they can access directly from your agency view.

  • Centralized control: Use the new users table to see who has access to what, or use our updated APIs to automate how you add or remove members across your entire organization.

Better Power BI Workflows

  • Flexible Monthly Subscriptions: You asked for more timing options, and they’re here! You can now schedule monthly subscriptions for specific days of the month. We’ve also polished the setup form with better validation to ensure your reports ship exactly when they should.

  • Share the exact view with Deep-Linking: No more telling colleagues to "click on the third tab." Now, when you swap pages in a report, the URL updates automatically. Just copy the link, and your team will land on the exact page you’re looking at.

Have questions about these updates? Our support team is just a click away. Happy reporting!

Smarter alerts, your own analytics, and tighter access controls

Per-tenant Google Analytics & GTM
You can now configure your own GA4 measurement ID and GTM container ID on their custom domain from Settings → Analytics.

Smart Alerts: DAX context queries
You can add named DAX context queries to a Smart Alert; results are evaluated alongside the trigger and made available to the alert email. Additionally, the alert configuration form has been split into General / Trigger / Recipients / Email tabs for easier control.

Management forms Postgres and SAML 2.0

Update: Better Data Connections and Smoother Workflows

Our latest update focuses on giving you more flexibility with your data and making your administrative setup more secure. We have also refined the interface in various places.

Native PostgreSQL Integration

You can now connect directly to your PostgreSQL databases. This means no more manual exports or complex workarounds. By pulling your data straight from the source, you can ensure your reports always reflect the most accurate, up-to-the-minute information.

Enhanced Security with SAML 2.0

Enterprise-grade security is now simple to implement. We have added support for SAML 2.0, allowing you to use your existing identity providers like Okta and Microsoft Entra ID. Your team can benefit from Single Sign-On (SSO), reducing password fatigue while giving your IT department centralized control over access and security.

Improved Report Feedback

We want to make sure you never have to guess if the system is working. We have introduced a new loading indicator when you are generating or updating report configurations. This subtle visual cue ensures you know exactly when your data is processing, providing a more responsive and reliable experience.

Small Improvements

  • Optimized query performance for large datasets.

  • Refined sidebar navigation for quicker access to data sources.

  • General bug fixes to improve overall platform stability.

Security Whitelisting & API Power-Ups

Lock down your data with IP Whitelisting

Security shouldn't be a headache, but it should be rock solid. We’ve added IP Whitelisting to give you total control over who accesses your workspace. By restricting access to trusted IP addresses, you can rest easy knowing your data is tucked away safely. It’s all about giving you that extra peace of mind for governance and compliance without the extra stress.

Power up your workflow with the DataTako API

We know you’ve got a lot on your plate, so we’re making automation a little easier. With the updated DataTako API, you can now trigger report refreshes directly from your own internal tools.

Collaborate in real-time 💬

Reports shouldn't just be static numbers on a screen; they should be the start of a conversation. Our new Real-time Comments feature makes your reports feel alive. No need to refresh reports anymore, comments appear as soon as they have been posted.

Better Collaboratio, Sleeker Reports and user imports 🚀

💬 Keep the conversation going with Report Comments

Communication is key, but we know that not every thought is meant for every ear. We’ve added new, flexible privacy settings for report comments so you can collaborate exactly how you want.

Whether you need to leave a private note for yourself, brainstorm exclusively within your specific user group, or open the floor to everyone with report access, you now have total control over who sees what.

📌 Sharing is caring: Bookmark Sharing is here!

You asked, and we listened! This was one of our most highly requested features, and it’s officially live. You can now share your bookmarks with your teammates or your entire organization.

Instead of everyone setting up their own views from scratch, you can share the perfect data shortcut with your user group or the whole team. Just like comments, you can manage these sharing permissions right at the report level to keep things organized.

🎨 More room for your data with New Whitelabel Settings

We know that when it comes to reporting, every pixel matters. We’ve introduced new whitelabel options designed to give you back your "screen real estate."

By enabling the new compact toolbar and report space settings, you can clear away the clutter and enjoy a much cleaner, professional look. It’s all about putting the focus back on your data where it belongs.

📥 Bulk user imports made easy

Adding your entire team one by one is nobody’s idea of a good time. To save you the headache and get everyone up and running faster, you can now import your users in one go.

Whether you're onboarding ten people or a hundred, just head over to the user management screen to start your upload.

Multi-tenancy / suborganisations

🚀 New Feature: Suborganisations

You can now create suborganisations to roll out fully separated environments for your clients or internal teams.

With suborganisations you can:

  • Share one or multiple workspaces per suborganisation

  • Apply their own whitelabel branding

  • Configure custom domains

  • Manage users and roles independently

  • Control settings per environment

This makes it easy to distribute Power BI reports in a scalable, structured way — while giving every client or team their own isolated portal experience.

Perfect for agencies, multi-client setups, and enterprises managing multiple business units.