Connecting an Existing Report to a Local Connection File
Last Modified on 07/13/2021 9:58 am EDT
Create a folder where you would like to store your Analytics reports. In this example, it's a folder on the Desktop called 'Analytics.'
In iSalus, navigate to Reports.
Click Billing Analytics (Adv.) if you have both billing analytics models. Otherwise, click Billing Analytics.
A pop up will appear prompting you to save the report – click the down arrow next to Save, and click Save as:
In the resulting window, name your file whatever you would like it to be called, then save it to the folder you created in Step 1. In this example, it's called 'Analytics'.
Open the report that you’re wanting to connect to the cube on your own machine. At the top of the screen, click Data, then Queries and Connections:
You will see a connection in the right-hand pane. Double-click this connection:
In the Definition tab of the Connection Properties, use the Browse button to navigate to where you have saved your local connection file, and select it.
Back in the Definition tab, ensure that the Always use connection file and Save password boxes are checked (clicking Yes for confirmation), and click OK:
At this point you can save your report, preferably in the same folder as the connection file. If you ever move the connection file, you may need to modify the Connection file property in the Connection Properties window shown above.