Clearing Cached Credentials

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

Issue

Reporting Intelligence stores cached login credentials for two purposes:

  • Authenticating against the insightsoftware Platform for licensing.

  • Authenticating against Dynamics 365 Business Central data sources using Microsoft 365 authentication.

If you are experiencing authentication issues with either of these, clear the relevant cache using the steps below.

Environment

Component Details
Product Reporting Intelligence
Application Microsoft Excel (with Reporting Intelligence add-in)
Operating System Windows
Authentication Types insightsoftware Platform (B2C), Microsoft 365 (MSAL)

Resolution

Clear the insightsoftware Platform Login Cache

Follow these steps to remove the cached insightsoftware Platform credentials.

Steps - insightsoftware Platform Cache

  • Close Excel completely.

  • Open Windows File Explorer.

  • Type %localappdata% in the address bar and press Enter.

  • Open the insightsoftware folder.

  • Delete the default.b2c-cache file.

  • Open Excel, go to Reporting Intelligence, click the Login button on the ribbon, and sign in with your insightsoftware Platform account.

Clear the Dynamics 365 Business Central Data Source Login Cache

Follow these steps to remove the cached Business Central credentials.

Steps - Business Central Cache

  • Close Excel completely.

  • Open Windows File Explorer.

  • Type %appdata% in the address bar and press Enter.

  • Open the Reporting Intelligence folder.

  • Delete the MsalCache.bin file.

  • Open Excel, go to Reporting Intelligence > Settings > Data Source Settings > Authentication, click Log In, and sign in with your Business Central account.

Additional Notes

Deleting these cache files does not affect your Reporting Intelligence configuration or data source settings. The files are recreated automatically when you log in again.

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