Onboarding Tasks with Reporting Intelligence

Reporting Intelligence is a cloud platform that brings all insightsoftware financial reporting tools into a single interface with shared data connections and built-in intelligence. Follow these ten tasks to get up and running.

Task 1: Getting started with Reporting Intelligence

When you first log in, use the left navigation pane to move between spaces: Home, Reports Center, Data Hub, Intelligence Layer, Products, and Administration. The top menu gives you access to Help Center (documentation, videos, and onboarding tasks) and Community.

Navigating Reporting Intelligence

When you first log in, use the left navigation pane to move between spaces:

Home — your dashboard for recent activity, quick report access, and AI rule results
Reports Center — run, schedule, and manage reports
Data Hub — connect to your source system and manage data replication
Intelligence Layer — advanced report management and AI-driven insights Available with Reporting Intelligence Professional
Products — manage your insightsoftware products
Administration — manage accounts, users, licenses, and permissions

The top menu gives you access to Help Center (documentation, videos, and onboarding tasks) and Community.

Learn More about Navigation
Getting Started with Configuration
Getting Started with Reporting Intelligence Professional
Getting Started with Reporting Intelligence Essentials

Task 2: Configure Administration

If you are an account manager, go to Administration to create users, assign licenses, set up user groups, and register any external service-to-service integrations before your team gets started.

Create Users and Assign Licenses

Create, edit, suspend, or remove user accounts. Each user has one of three statuses: Active (licensed and able to log in), Pending (awaiting admin approval), or Deactivated (no longer has access). You can search, filter, and export the user list from this screen.

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Service to Service

Register external services by providing a service name, tenant ID, and application ID, then granting access through Azure Active Directory. Registered services authenticate using their own tokens and can be removed at any time.

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Task 3: Join the Community

Select Community from the top menu to connect with other insightsoftware users. In the community you can:

Ask questions and get answers from other users
Share tips and reporting best practices
Stay informed on product updates and announcements

Join the Community

Task 4: Connect your Data Source

In Data Hub, create a connection to your ERP system. Supported ERPs include:

Microsoft Dynamics 365 Business Central
Infor FSM
Infor M3
NetSuite 2
Oracle ERP Cloud

Complete any required ERP-side setup before connecting. You need the Admin, Designer, or Power User role to create connections.

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Task 5: Download the Excel Add-In

Install the Excel add-in for your ERP type.

BC Cloud

Desktop Excel Add-In and an Excel Online Add-In

Excel Online

Desktop Excel Add-In

Other ERPs

Excel Add-In plus Query Designer, Application Configurator, Distribution Manager, and Profile Scheduler

Excel Online

Desktop Excel Add-In

Task 6: Recalculate Excel Online Non-BC Cloud only

Open a report from Reports Center to begin running formulas against live ERP data.

In Reports Center, locate the report and select Open in Excel Online.
Select Recalculate from the Reporting Intelligence for Other ERPs ribbon tab.
GXL, GXC, and GEXQ formulas are sent as a batch request to the formula engine. Results write directly into the workbook. Failed formulas display an error value without affecting other results.

Formulas display a #PendingRun placeholder until recalculation is triggered. Results are not fetched automatically on open.

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Task 7: Explore Reports Center

Reports Center is where you run, schedule, and manage reports. Reports are organized into:

Public Workspace — reports your whole team can view and manage
My Private Workspace — reports only you can access
Shared with me — reports others have shared with you
Power BI — a dedicated section for Power BI reports

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Task 8: Upload and run a report

Upload reports to Reports Center using the Upload Report button, or directly from the Excel add-in ribbon.

Single report — upload one .xlsx file with a name, description, connection, and company
Multiple reports — upload a ZIP file containing .xlsx files; report names are taken from file names

Note: If you plan to publish report data as Business Views, define named ranges in Excel before uploading.

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Task 9: Publish as a Business View

From the Reports list, publish a completed report's data as Business Views (BVs) for use across Reporting Intelligence.

Click the actions icon on a completed report and select Publish as Business View
Select the named ranges or tables to publish and click Publish
Published BVs appear in Data Hub and are required for creating Rules

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Task 10: Create a rule Designer license required

In Intelligence Layer > Configure > Rules, create a rule to monitor a Business View automatically each time the report runs.

Select a Business View and choose from AI-suggested rules or define your own
Name the rule and add subscribers to be notified of results
The rule activates immediately and runs each time the report runs

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Task 11: View results and suggestions

Monitor rule analysis results in Intelligence Layer > Results.

Each result includes a timestamp, summary, and the report it applies to
Click a result to see recommended actions and open the source report in Excel Online
Add comments to document findings and track investigation progress
Use filters to search by result type, date range, or report name

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