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Understand Installation Components

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

This article describes the installation components for Reporting Intelligence, like the Product Suite, the Excel Add-In and the Application Configurator.

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Reporting Intelligence Suite consists of these components:

  • Reporting Intelligence Excel Add-In: core component that brings Reporting Intelligence directly into Excel, giving you the tools below in one familiar spreadsheet environment.
  • Application Configurator: central point of administration for Reporting Intelligence, used to manage license keys, user profiles, connections, and security settings.
  • Reporting Intelligence Excel Add-In: core component that brings Reporting Intelligence directly into Excel, giving you the tools below in one familiar spreadsheet environment.
  • Application Configurator: central point of administration for Reporting Intelligence, used to manage license keys, user profiles, connections, and security settings.
  • Distribution Manager: eliminates the time consuming tasks of printing, copying, or creating email attachments; this tool automates the scheduling of report distribution from directly within Excel.
  • Profile Scheduler: allows for scheduling various tasks, such as caching the Distribution Manager address book, refreshing workbooks, distributing Distribution Manager workbooks, and loading local database files.
  • Excel Add–In: for financial reporting across ERP platforms. Reporting Intelligence formulas used in Excel allow users to create reports using familiar business and accounting terms, rather than technical specifications.
  • Query Designer: a user-friendly tool that enables users to design and maintain queries over any relational database. These queries can be combined with preconfigured formulas in a single Excel spreadsheet.
  • Distribution Manager: eliminates the time consuming tasks of printing, copying, or creating email attachments; this tool automates the scheduling of report distribution from directly within Excel.
  • Profile Scheduler: allows for scheduling various tasks, such as caching the Distribution Manager address book, refreshing workbooks, distributing Distribution Manager workbooks, and loading local database files.

This document references the steps required to install or upgrade the Excel add-in and, optionally, Application Configurator.

Excel Add-In

The Reporting Intelligence Excel Add-In is the main component for users, consisting of the add-in, as well as other functions outside of Excel that are used to support and enhance the Reporting Intelligence application.

Note: Excel 2013 is no longer supported. Use Excel 2016 or higher to receive continued support. Excel's legacy Shared Workbooks feature is not supported. For more information, see Microsoft Support: About the Shared Workbook Feature, here.

For Office 365, it is recommended that you use the Semi-Annual Channel for Excel updates rather than the Current Channel.

Application Configurator

Application Configurator allows the creation of a central point of administration for Reporting Intelligence users. It is used to create and maintain:

  • License keys, profiles, and security settings for all users.
  • Database connection user IDs and passwords.
  • Application settings.
  • Administrative passwords.

Only Reporting Intelligence administrators need to install this component. It is a separate application and does not require the Excel Add-In portion of Reporting Intelligence.

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