Install Reporting Intelligence for BC Cloud for Excel Desktop

You can install Reporting Intelligence for BC Cloud Desktop Add-In by navigating to this link.

Prerequisites

Before you start installation, make sure that your deployment fulfills the System Requirements.

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

Installing Reporting Intelligence Excel Add-in

To install Reporting Intelligence Excel Add-in, perform the following steps:

  1. After downloading the Reporting Intelligence, right-click the downloaded file and select Extract All.

  2. Go to the Reporting Intelligence folder > Reporting IntelligenceExcel Add-in Setup.exe. The End User License Agreement is displayed.

  3. Scroll through the bottom of the agreement and select I have read and agree to the terms of this End User License Agreement. The Authentication page is displayed.

  4. On the Authentication page, the I have an insightsoftware Platform account is selected by default. Click Next.

  5. To enable the Reporting Intelligence Excel Add-in during the installation, select Launch Reporting Intelligence. To create a shortcut on desktop to launch Reporting Intelligence, select Add a desktop shortcut for Reporting Intelligence, and then select Install. You can start using Reporting Intelligence after the installation is complete.

You can proceed to exploring Reporting Intelligence features. See Reporting Intelligence BC Cloud for Excel Desktop Overview

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