Sign In to the Add-In

Follow the below steps to launch the add-in component of Reporting Intelligence:

Note: If the user has the Start Automatically When Excel Starts option enabled in their Configure Settings, step 2 is not applicable. If unattended (auto) sign on is enabled, steps 3 and 4 are not applicable.

1. Open Excel.
2. In Excel, from the Reporting Intelligence Ribbon, click the Disabled button, or, the drop-down list, then Enabled. The sign in dialog box appears, based on the selected ledger.

Note: For Data Warehouse and most Designer GL ledgers, no dialog box appears.

3. Type your sign in credentials and click OK.

Use the following links to access ledger-specific sign in information:

• Analyst
• BPCS 4.05
• BPCS 6.02
• BPCS 6.04
• Data Warehouse
• Designer GL
• Infinium
• Jack Henry 20/20
• Jack Henry Silverlake
• JD Edwards
• Lawson
• Movex
• Oracle
• PeopleSoft
• SAP