Install Reporting Intelligence Suite

Other ERPs - this article only applies to Reporting Intelligence for other ERPs

This article describes the system requirements, prerequisites, and steps to install Reporting Intelligence from insightsoftware.

What is Reporting Intelligence?

Reporting Intelligence from insightsoftware is a comprehensive Excel add-in that connects Microsoft Excel to your ERP system. It provides live access to financial data including GL, AP, AR, PO, Inventory, Sales, and more, without rekeying or downloading data manually. With Reporting Intelligence, you can build reports ranging from simple ad hoc workbooks to complex financial dashboards, while maintaining the full functionality of Excel.

Prerequisites

The following prerequisites are required. If they are not already installed on your machine, the installer installs them automatically when you select the components to install:

.NET 4.8 Framework
Access Runtime
Visual C++ 2015 Runtime
Visual Studio Tools for Office 4.0 Runtime
.NET 10

Before You Begin

Before installing Reporting Intelligence, verify the following:

If Spreadsheet Server is installed on your machine, you must uninstall it completely before installing Reporting Intelligence. Installing over an existing Spreadsheet Server installation is not supported.
Reporting Intelligence requires a Platform account. Legacy license key authentication is not supported. If you do not have a Platform account, contact your administrator.
A user with the Account Manager role is required to download Reporting Intelligence and access Application Configurator. If your organization has not been set up in Platform by an Account Manager, end users will be blocked during installation and redirected to their Account Manager.
Close any open Excel files before starting the installation.

Download the Installer

Navigate to download.insightsoftware.com/installation/reporting-intelligence and download the installer that applies to you:

ReportingIntelligenceSetup.exe — for end users downloading and installing directly.
ReportingIntelligenceSetup.msi — for IT administrators deploying via SCCM, Intune, or Group Policy.

Install Using the EXE

Navigate to the insightsoftware downloads page and download the Reporting Intelligence installer. The installer downloads as a .zip file.
Extract all files from the downloaded .zip file. Open the extracted folder and locate ReportingIntelligenceSetup.exe.
Right-click ReportingIntelligenceSetup.exe and select Run as administrator to launch the installer.
On the Select ERP screen, select Other from the dropdown and click Next. The installer downloads the Reporting Intelligence product installer automatically.
Choose the installation location. By default, the product is installed in the ProgramData folder. To install in a different location, click Browse and select a Destination Folder.
If you select the Multi-Tenant Deployment checkbox:
- Settings are stored at C:\Users\{username}\AppData\Local\insightsoftware\Reporting Intelligence Suite.
- Multiple users from an organization can simultaneously use Reporting Intelligence on the same machine, for example when connected to a remote desktop.
- Partners who host Reporting Intelligence on a remote desktop can connect to their hosted databases.
The installer downloads the correct product automatically. A progress bar shows the download status. Wait for this to complete.
The product installer launches automatically. When prompted, click Yes to allow the installer to make changes to your device. Administrator rights are required at this stage.
Note: The consolidated installer does not require administrator rights. Administrator rights are only required when the Reporting Intelligence product installer launches in this step.
On the Pick your ERP screen, select your ERP from the dropdown and click Next. The following ERPs are supported for Reporting Intelligence for Other ERPs for the 26.2 release (June 16, 2026):
- Oracle ERP Cloud
- NetSuite
- Infor FSM
- Infor M3
On the Please select all desired components to install screen, Reporting Intelligence is selected by default. If you are an Account Manager setting up Reporting Intelligence for your organization, also select Application Configurator. Click Install.
Note: If Excel is open when you reach this step, a Running Programs Detected dialog appears. Close Excel and click Retry to continue.
A browser window opens and prompts you to sign in to your insightsoftware Platform account. Sign in with your Platform credentials. Once signed in, return to the installer.
The installation progress screen appears. Wait for the installation to complete.
On the Reporting Intelligence Installed screen, optionally select Create Desktop Shortcuts. Select the here link to view install logs if needed. Click Finish to exit the setup.

Install Using the MSI (IT Administrators)

Use this option to deploy Reporting Intelligence silently across multiple machines via SCCM, Intune, or Group Policy.

Download ReportingIntelligenceSetup.msi from the Reporting Intelligence Downloads page.
Open the Command Prompt as an administrator.
Run the following command, replacing "JD Edwards" with your ERP:

msiexec /i ReportingIntelligenceSetup.msi /quiet ERP="JD Edwards"

Note: If the ERP value is not provided or is not recognized, the installation will not proceed.

Silent Installation Using the EXE

To run a silent installation using the EXE, run the following command from an administrator Command Prompt:

ReportingIntelligenceSetup.exe /S /ERP=JdEdwards /Install=full /License=Platform

The /S switch is required for silent mode and is case sensitive. The /ERP= value is required. If it is not provided or is not recognized, the installation exits with a non-zero code and writes the error to the log file at:

%TEMP%\insightsoftware\ReportingIntelligenceSetup.log

Note: When running a silent installation, you can pass the same commands directly to the consolidated installer. The consolidated installer forwards them automatically to the Reporting Intelligence product installer based on your ERP selection.