In order to use Isah Finance financial reports you need to install Microsoft Power BI:
You can download Power BI Desktop for free from the Microsoft website. Power BI Desktop enables controllers to configure and view reports.
If you want to share reports within your organization, you need to obtain a Power BI Pro license.
No installation is required for viewing shared documents. You only need to access the Power BI app from https://app.powerbi.com/.
The first time you use the Power BI templates included with Isah Finance, you have to configure them for your environment:
Create a SQL Server user in SQL Server Management Studio for the sole purpose of retrieving report data.
Assign the ‘IsahFinancialReporting' database role to this user. That way, the user will be granted just enough admission rights in the Isah database to use the standard Isah Finance Power BI reports (and no rights to do anything else).
When you open the Isah Finance Power BI reports for the first time, you have to make a connection to the database by entering server and database. Use the SQL Server user you just created to do this.
