Reports Center Reference

Reporting Intelligence Only

This topic describes the structure, statuses, fields, and options available in Reports Center. For task-based instructions, see Manage Reports and Schedule Reports.

Reports Center Structure

Reports Center is accessible from the left-side navigation pane under Reporting Intelligence >Reports Center. It contains the following sections:

Section	Description
Schedules	Displays all report schedules as a table. Shows schedule name, frequency, and next run date.
Reports	Stores all uploaded reports, organized in folders across three workspaces.
Power BI	Stores all Power BI reports.

Report Workspaces

Reports in Reports Center > Reports are organized into the following workspaces:

Workspace	Description
Public Workspace	Reports that everyone on your team can view, edit, and manage.
My Private Workspace	Reports that only you can view, access, and manage.
Shared with me	Reports that other users have shared with you.

Report Statuses

Each report in the reports list displays one of the following statuses:

Status	Description
Completed	The report has been run successfully. If Rules exist for business views in this report, recent Results are available on the homepage.
Running	The report is currently being run.
Pending	The report is queued and waiting to be run.
Failed	The report failed to run due to errors.

Report Management Options

Each report in the list provides the following actions:

Action	Description
Download Report	Downloads the report file to your local machine.
Additional options	Opens a menu with further actions, including opening the report in Excel Online, deleting, moving, and scheduling the report.

Upload Report Fields

When uploading a report via Reports Center > Upload Reports, the following fields are available:

Field	Description
Upload type	Select Single Report for an individual file or Multiple Reports for a ZIP archive containing multiple reports.
Connection	The connection to use for this report. Select from the dropdown.
Company name	The company associated with the report.
Report Name	The display name for the report in Reports Center.
Description	A description of the report's contents or purpose.

Schedule Configuration Fields

When creating a schedule via Reports Center > Schedules > Create Schedule, the configuration is divided into four sections.

General

Field	Description
Name	The name of the schedule.
Subject	The subject line used in notification emails.
Report Delivery Format	The file format in which the report is delivered.
From Name	The sender name that appears in notification emails.
Message	The body text of the notification email.
Enable Schedule	Toggle. When enabled, the software runs the selected reports at the defined time.
Send Notifications	Toggle. When enabled, the software sends email notifications to the users defined in the Users section.

Reports

Select one or more reports to include in the schedule. The software runs all selected reports at the scheduled time. If no reports are available, click Add Reports.

Schedule

Field	Description
Frequency	How often the schedule runs (e.g., daily, weekly, monthly).
Day of Week	The day on which the schedule runs.
Time	The time at which the schedule runs.
Timezone	The timezone used for the schedule time.
Start Date	The date from which the schedule becomes active.
End Date	The date after which the schedule stops running.

Once all fields are defined, the software displays a Schedule Summary for review before proceeding.

Users

Defines who receives email notifications when the scheduled reports complete. Click Add Users to select recipients from the user list. Users can be added individually or filtered using the search option.

Power BI Connection Fields

When configuring the Power BI connection via Reports Center > Power BI > Configure, the following fields are required:

Field	Description
Tenant ID	Your organization's Azure AD tenant identifier. Found in Microsoft Entra ID (Azure AD) > Overview.
Client ID	The application (client) identifier for the registered Azure AD app. Found in Azure AD > App registrations > your app > Overview.
Client Secret	The secret value associated with the registered Azure AD app. Found in Azure AD > App registrations > your app > Certificates & Secrets.
Workspace ID (Group ID)	The GUID of the target Power BI workspace. Found in the Power BI Service URL after `/groups/`.

For detailed app permission requirements, refer to the Azure AD App Registration Permissions for Power BI section in Reports Center and Power BI Integration.

Power BI Connection Prerequisites

To configure the Power BI integration, the following prerequisites must be fulfilled:

Access to Reports Center with permissions to run reports and publish Business Views.
Power BI connection information from your organization: Tenant ID, Client ID, Client Secret, and Workspace ID.
Power BI Desktop (if building custom visuals).
A Power BI Pro Account for initial setup. Once the connection is established, users with free Power BI licenses can view shared dashboards within Reports Center.

Business View Report Requirements

Before a report can be published as a Business View, its output must have a clean, tabular structure that meets the following requirements.

Header Row

Single header row with valid, unique column names.
No blank headers, duplicates, or merged cells.

Named Range

The report must include a named range that covers:

The header row.
All data rows.
One additional blank row at the bottom.

Business Views Key Information

Aspect	Description
Creation	Business Views are created from Jet report outputs in Reports Center.
Requirements	Reports must have valid header rows and named ranges.
Accessibility	Once published, Business Views are reusable by anyone in your organization with access.
Updates	Changes to report structure (columns, headers) require re-running and re-publishing the Business View.
Purpose	Bridge Excel-based reporting with enterprise BI capabilities.

OData Connection Details

To connect a Business View to Power BI via an OData feed, use the following details in Power BI Desktop > Get Data > OData Feed:

Field	Description
URL	`https://reports.app.insightsoftware.com/api/SharedData/odata`. Leave the setting on Basic.
User name	The OData access token generated in Reports Center.
Password	Leave empty.

Important: Access tokens are required for token-based authentication. Tokens expire and must be regenerated when needed. Store tokens securely; they cannot be displayed again after generation.

Access Token Fields

When generating an OData access token via the Platform page (Apps > User Settings > Access Tokens > Generate token), the following fields are available:

Field	Description
Token name	A descriptive name to identify the integration.
Angles PDS	Checkbox. Must be selected to enable the OData connection for Business Views.