Get Started with Reporting Intelligence Professional

This article walks you through basic workflows - from first-time login, through uploading reports and defining data analysis criteria, to reviewing data analysis results.

Before You Start

Before you start, make sure that:

You have log-in credentials for Reporting Intelligence.

Note: If you migrated from Jet Reports or Spreadsheet Server, the credentials are the same as you've previously used to log in to insightsoftwarePlatform. If you don't have credentials, contact your organization's administrator.
You use a supported browser: Latest two versions of Chrome, Firefox, Safari or Edge.
Your administrator has completed the required configuration steps in Tutorial: Configure Reporting Intelligence.
You have created reports that you can upload to Reporting Intelligence. You can create reports using Reporting Intelligence Excel add-ins. For more information on the add-ins see Getting Started with Reporting Intelligence for BC Cloud and Getting Started with Reporting Intelligence for Other ERPs.

Step 1: Log In and Explore the Homepage

In this step, you access Reporting Intelligence and get oriented with the main layout.

Open your browser and navigate to Reporting Intelligencesite.
Enter your credentials and click Sign In.
The homepage appears. Take a moment to identify the key areas:
- Getting Started Guide — A video that helps you easily get started with Reporting Intelligence. Visible only for users who have no reports in the system.
- Recent Results — Results of analysis performed by Intelligent Agents based on Business Views (BVs) from your reports.
- Recent Reports — Recently accessed reports.

Note: You'll see recent reports and results when you finish all steps outlined in this article.

Step 2: Prepare Your Report for Data Analysis

To explore data in a report and send it to Intelligent Agent for analysis, you need to properly prepare your Excel workbook, upload it to Reports Center, run the report, and publish its data as Business View (BV).

Step 2.1: Prepare Your File to Upload to Reports Center

Preparing the report for data analysis starts in your Excel workbook even before uploading it to Reports Center. In your Excel workbook, you need to Define Named Ranges which enables further publication of report data as a Business View.

Step 2.2: Upload a Report to Reports Center

The data analysis workflow starts with uploading your Excel workbooks to Reporting Intelligence > Reports Center. The workbook contain data that is sent to Intelligent Agents for analysis.

Navigate to Reporting Intelligence > Reports Center and click Upload Reports.
In the Single Report section, select the following:
- Connection
- Company
- Name and Description
Click on the Add files button and select a file to upload.

Figure 1: A report prepared for upload
Once the file is selected, click Upload.

The uploaded Excel workbook becomes a report and is listed in Reports Center > Reports List.

Step 2.3: Run the Report in Reports Center

Running the report causes the software to extract, compile and present data in an organized format.

Navigate to Reports Center > Reports List.
Locate your report and click the Run Report icon. The software displays a modal, where you can define additional options.
After defining the options, click the Run Report button.

When the report is run, the software displays the Completed status for this report.

Figure 2: A report that has been run successfully

Step 2.4: Publish Report Data as BVs in Reports Center

Publishing the report as Business Views (BV) converts specific Excel tables or named ranges from your reports into structured and secure data feeds.

Navigate to Reporting Intelligence> Reports Center > Reports List.
Click on the icon for a report on the list and select the Publish as Business View option. The software displays the modal with Excel tables or named ranges to publish.

Figure 3: The option to Publish as Business View
Select tables or named ranges and click Publish.

Data from your report is published as BVs. Published BVs are available in Data Hub.

Step 3: Define Analysis Criteria in Intelligence Layer

Creating Rules aims at defining the criteria that one of available Intelligent Agents, called the Rule Agent, uses to analyze data.

Navigate to Reporting Intelligence > Reports Center > Intelligence Layer > Configure > Rules and click the Create Rule button. The software opens the Create New Rule modal.
From the dropdown, select a business view for which you want to create the Rule and click Next. The software displays Rules suggested by the Rule Agent based on the selected report.
Define the Rule. You have two options to do this:
- Select one of the suggested Rules.
  
  Figure 4: Create Rule modal with suggestion selected
- Insert your own Rule in the Label field.
Define Rule Name and click Next. The software displays subscription options.
(Optional) In the Add Subscribers field, enter subscribers e-mail addresses or select from suggestions.
Click Create Rule. The software displays a success message.

Your Rule is active. When the report is run, the Rule Agent performs the analysis of the Business View taking into consideration the monitoring criteria. The Agent generates the result and sends it to the dashboard. You can view the result in Reporting Intelligence > Intelligence Layer > Results and on the homepage dashboard.

Step 4: Review Analysis Result on the Dashboard

When your report data analysis is complete, you can review the analysis result in the Recent Results section of the Reporting Intelligence homepage. The dashboard notifications on recent results are enabled by default.

Step 5: Navigate Reporting Intelligence Platform

This tutorial guided you through key Reporting Intelligence workflows. Now, you can use the left navigation pane to explore all areas of the Reporting Intelligence you may be interested in.

You can navigate the Reporting Intelligence using the left pane that lists the following spaces.

Home – space where you can quickly add or schedule the reports and define the rules that AI uses when performing report analysis. In Reporting Intelligence > Home, you can monitor recent activity related to the reports, like the AI analysis results.
Reports Center – space where you can run and schedule reports to run.
Data Hub - space where you connect to your source system, replicate data, and build business.
Intelligence Layer – space offering advanced report management options and AI-driven insights.
Products - space where you can handle your insightsoftware products.
Administration - space where you manage accounts, users, licenses, and permissions.

Figure 5: Side navigation menu

At the top menu the following options are available:

Community - enables you to join insightsoftware community to exchange knowledge with others.
Help Center - facilitates your experience with the product. Includes links to documentation, videos and onboarding tasks.

Figure 6: Opening Help Center
Profile - enables you to manage your profile and switch accounts.