The Essentials

• Management of all administrative functions for Insight Reporting™, Insight Budgeting™, Insight Reconciler™ and Insight Designer™
• Setup and maintain collaborative reporting environment in the Insight Repository
• Wizards expedite connections to one or more ERP databases and profile definitions
• Manage users and groups
• Robust controls for access and user capability
• Administer components of the Insight architecture
• Implement preferences for users, groups or the organization
• Quick, intuitive Microsoft Office 2007 style interface
• Backup and restore for security and disaster recovery

Repository and ERP Connection Setup

• Define user ID and passwords for the Insight Repository
• Connect to one or more ERP environments
• Profiles apply ERP specific logic to connections including:
  • Table locations and selections
  • ERP release and settings
  • Insight Suite features
• Field formatting overrides to simplify user experience

User Management

• View results by users or by groups 
• Apply Insight license keys and license assignments
  • Synchronize users and groups directly from the ERP
  • Create custom user groupings
  • Assign users to one or more groups for flexible report access
  • Define password policies including strength, expiration and scheduled change requirements
  • Manage and reset encrypted passwords

System Management

• Create unlimited folder structures for organizing and accesses Templates
• Flexible search for Templates, folders and other content
• Logging functionality monitors user activity, report history and performance
• Save searches and export/print results
• Add descriptions to Templates for future reference
• Link evaluation tool for identifying invalid drilling options with update feature
• Import/export functionality supports content, users and more
• View SmartView™ properties (e.g. user and date)
• Analyze shared report components for troubleshooting
• Drag and drop or use ribbon bar functions to copy and paste components to save time with setup and configuration

Audit, Security and Control

• Leverage user and group settings for all security and control features
• Define additional security and masking rules for sensitive business areas
• Capabilities allow detailed access or restriction to Insight™ features and functions
  • Permissions control view, update and delete rights of folders, Templates, ERP connections and more
  • Audit essential reports for changes and access
  • “View as user” feature validates permission settings
  • Define ERP security application for each connection

View and Output

• Customize columns in the detailed explorer view
• Generate reports based on any search or view including user permissions, assigned capabilities, documents and more
• Customize the details that are included on reports

Disaster Recovery

• Seamlessly backup critical reporting and setup information
• Restore all or some of a backup to an existing or new repository