Configure Reporting Intelligence

This article introduces you to Reporting Intelligence and guides you through configuration steps that are required to start working with Reporting Intelligence. You and other users from your organization will be able to work with Reporting Intelligence only if the required configuration steps are complete.

Overview

Reporting Intelligence is an intelligent cloud platform that consolidates insightsoftware financial reporting products into a single, integrated application. Rather than working across multiple standalone tools, you can access all reporting capabilities through one centralized interface with consistent navigation and shared data connections. With the built-in intelligence, you can perform advanced analysis of your financial data and effectively respond to changing business conditions and stakeholder requirements.

Reporting Intelligence brings you the following benefits:

  • Simplified access - you have access to all insightsoftware financial reporting tools from a single login and interface, which eliminates the need to switch between multiple applications or manage separate credentials.
  • Connected workflow - you can easily move through your entire reporting lifecycle - from data preparation to analysis to distribution - without exporting and importing data between different tools.
  • Cloud-based flexibility - you can work from any device with internet access and collaborate in real-time with team members across locations.
  • Intelligent automation - you can leverage built-in intelligence that suggests relevant actions, automates routine tasks, and maintains consistency across your reporting processes.

Before You Start

Your Reporting Intelligence is already configured? Skip to Get Started with Reporting Intelligence Essentials or Get Started with Reporting Intelligence Professional.

Before you start, make sure that:

  • You are a Reporting Intelligence Admin. 
  • You have admin access to your organization Microsoft SharePoint site where reports will be stored.
  • A Global Administrator of your Microsoft 365 tenant is available to approve the access request in Step 4. Only a Global Administrator can grant consent on behalf of your organization.
  • You use a supported browser: Latest two versions of Chrome, Firefox, Safari or Edge.

Step 1: Log In to Lineos

In this step, you access Lineos to begin the Reporting Intelligence configuration.

  1. Open your browser and navigate to Lineos site here.
  2. Enter your credentials and click Sign In.

The homepage appears. You can navigate to Administration and add user licenses for Reporting Intelligence.

Figure 1:  Where to access Administration

Step 2: Create Users in Lineos Administration

In this step, you set up Reporting Intelligence users.

  1. Navigate to Lineos > Administration > Users and Licenses.
  2. Click Add Users > Create.
  3. In the User Details section, enter user details like name and e-mail.
  4. (Optional) Under Roles & Permissions, enable the Send activation email option.

  5. Under Licenses, select Reporting Intelligence user role.

    Figure 2:  User roles

  6. Click Create. The software displays a success message.

You have created a user. Now, you can navigate to Reporting Intelligence to continue configuration.

Step 3: Configure Data Source Connection in Data Hub

Important: If you want to configure a connection other than Microsoft 365 Business Central, you need to create a replication task before performing this step. For more information, see Create a Replication Task.

In this step, you configure the data source connection for Reporting Intelligence. The data source connection enables retrieving, updating and storing information.

  1. On the Lineos homepage, click the icon and select Reporting Intelligence. The software opens Reporting IntelligenceOverview page.
  2. Navigate to Reporting Intelligence > Data Hub > Connections and click the Add Connection button at the top-right corner. The software displays available connectors.
  3. Select a connector. The software displays the Create Connection wizard divided into sections.
  4. In the Basics section, enter a Connection Name and Description, then click Next.
  5. In the Connect section, enter your connection details and click Next.
  6. (Optional) Click the Test Connection button to verify the connection and click Next. In the Advanced section, the settings are pre-populated and don't need to be modified if there are no specific requirements.
  7. Click Create Connection.

You have configured your data source. The software displays the Connections page where your connection is listed.

Step 4: Configure Microsoft SharePoint settings in Reports Center

You need a place to store your uploaded Excel files and the files that reports create when they run. Reporting Intelligence supports SharePoint storage.

In this step, you connect Reporting Intelligence to your SharePoint site so that insightsoftware can read from and write to your storage. Reporting Intelligence requests access, and then you select the site and the document library from a list. This step describes an automatic configuration. If you want to configure SharePoint manually, see Manual Configuration Using PowerShell.

The user completing this step must be a Global Administrator in the Microsoft 365 tenant. Additionally, the user must also be an owner of the site they're providing access to.

To automatically configure SharePoint library, follow these steps:

  1. Navigate to Reporting Intelligence > Reports Center > Reports.
  2. On the Reports page, select Settings and choose the Automatic option.
  3. Specify the following properties:
    • Site ID - the unique identifier of your SharePoint site. To find it, open your SharePoint site URL in a browser and append /_api/site/id to it (for example, https://yourdomain.sharepoint.com/sites/YourSiteName/_api/site/id). The Site ID is the value displayed after Edm.Guid.
    • Site Name - the display name of your SharePoint site, visible in the SharePoint admin center under Sites > Active sites.
    • Drive ID - the unique identifier of the document library. To find it, open Microsoft Graph Explorer, sign in, and run the following query: GET https://graph.microsoft.com/v1.0/sites/{site-id}/drives. The Drive ID is the id value for your document library in the response.
    • Drive Name - the display name of the document library, visible in your SharePoint site under Site contents.
  4. Select Save Changes. The page refreshes and displays the InitiateAdmin Consent button.
  5. Select Initiate Admin Consent. You're redirected to Microsoft, where you sign in and provide consent to the Admin Application on behalf of your organization. After consent is provided to the Admin Application, Reporting Intelligence navigates to a second consent page.
  6. On the second consent page, provide consent to the Regular Application that's working with your SharePoint site. The software redirects you to SharePoint configuration screen.
  7. Select Save Changes.

You have configured SharePoint for Reporting Intelligence.

Note:

Modifying your SharePoint environment outside Reporting Intelligence, for example changing the connected directory, renaming or moving site components, or deleting files, breaks your existing configuration and requires you to reconfigure the integration.

After the configuration is complete, your administrator can revoke the elevated permissions used to set up this connection. For more information, see Revoke the Temporary Permissions.

Step 5: Distribute the Download Links for Excel Add-Ins

Once you complete the required configuration, you can distribute the link to the insightsoftware downloads page so that users in your organization can download Reporting Intelligence Excel Add-Ins. The Download Add-In button is also accessible in the Reporting Intelligence > Overview.

Figure 3:  Download Add-In button

What's Next

Users in your organization can now get started with Reporting Intelligence Excel Add-Ins and upload and analyze first reports in Reporting Intelligence. Share the following articles with your team members:

 

 

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