Get Started with Reporting Intelligence for BC Cloud for Excel Online

BC Cloud Only - this article only applies to Reporting Intelligence for BC Cloud

In this tutorial, you can set up the Reporting Intelligenceadd-in in Excel online, build a simple report, run it, and view the results. By the end, you have a working report and understand the basic Reporting Intelligence add-In workflow.

Before You Start

Make sure you have the following:

  • An active Reporting Intelligence subscription.
  • Access to Reporting Intelligence and Reports Center.
  • A Business Central Cloud data source configured in Data Hub.

Step 1: Install the Reporting Intelligence Add-In

  1. Go to Microsoft AppSource and search for Reporting Intelligence add-In.
  2. Download and install the add-in.
  3. Open Excel online. You should see the Reporting Intelligence tab on the top ribbon.

Step 2: Log in to Reporting Intelligence

  1. Go to Reporting Intelligence > User Profile and click user profile. The Account Session pane opens.
  2. Click Log in.
  3. Enter your Reporting Intelligence or Reports Center credentials and log in.

You are now connected to Reporting Intelligence.

Note: If you've migrated from Jet Reports, you'll see an additional tab next to Reporting Intelligence with your product name. The tab includes all the options you need to work with your reports.

Step 3: Select your data source and company

  1. Go to Reporting Intelligence > Settings. The Settings pane opens.
  2. From the Data Source dropdown, select a Business Central Cloud data source configured in Data Hub.
  3. From the Company dropdown, select the company you want to report on.
  4. Click Save.

Step 4: Build a report

  1. In your Excel workbook, select a cell where you want the report data to appear.
  2. In the Reporting Intelligencetab, click Function Wizard.
  3. In the Function Wizard pane, select a function.
  4. Configure the function parameters.
  5. Click Apply. The formula is inserted into the selected cell.

List functions

Step 5: Run the report

  1. In the Reporting Intelligence tab, click Run. The Report Status pane opens.
  2. Wait for the report to finish processing. You can close the pane and return to it later by clicking Report Status on the ribbon.
  3. When the status shows the report is complete, click the three-dot menu next to the report entry and select Open in browser.

A new browser tab opens with your completed report.

Step 6: Review the results

The report output opens as a separate Excel file in a new browser tab. Browse the data to confirm it reflects the parameters you configured in Step 4.

What You've Learned

In this tutorial, you have:

  • Installed and configured the Reporting Intelligence add-in.
  • Built a report using the Function Wizard.
  • Run the report and viewed the results in your browser.

Next steps

Now that you know the basic workflow, you can:

  • Upload a report to Reports Center for scheduling and sharing.

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