You can click on your username in the upper right and click on Account Settings to navigate to the Account Settings page.
A summary of your account type is displayed on the right side of the screen, including number of designers, number of connections, and amount of storage used. Links below give you the means to change numbers of designers and connections, to change account type, and to update your credit card information.
Tabs across the top of the screen allows you to navigate into managing the users on your account, setting up groups, defining personas, and updating your personal profile.
Links along the left side of the screen allow you to change general account settings, customize colors, manage business calendars, view invoices, and more.
Time Zone allows you to define the time zone used for running reports in your Easy Insight account.
Locale allows you to choose the locale used for formatting numbers, for example with 1,000,000.00 if US/America is selected and 1.000.000,00 if Spain is selected.
Localize Text if Possible will localize the interface into the selected locale above if possible. At this point, we have partial localizations in Spanish and Norwegian.
Date Formatting allows you to choose the default date format used across the application.
Time Formatting allows you to choose between twelve hour time and twenty four hour time when date/times are displayed in Easy Insight.
Display Negative Currencies in Parentheses allows you to display negative currency amonts in parantheses.
Fiscal Quarter Start allows you to choose the first month of your fiscal year, for use in rolling filters and calculations using fiscalyearstart/fiscalstartend.
Currency Code allows you to choose the default currency code used in the application.
First Day of Week allows you to choose the first day of week used in reports. This setting is particularly useful for rolling date filters such as "Week to Date" or "This Week."
Default Max Rows for List Reports allows you to default limit list reports to only show a certain number of rows. If the value is 0, no limit is applied.
CSV/Excel Files Upload as User Sources will change the behavior when you upload Excel or CSV data as a new data source. If enabled, it will create a custom user source instead of a legacy CSV/Excel source, enabling more powerful custom imports, updates, and more.
Multi Value Filter Limit will change the maximum results shown in multi value filters. You can increase this limit to show more values in multi value filters.
CSV/Excel Files Upload as User Sources will change the behavior when you upload Excel or CSV data as a new data source. If enabled, it will create a custom user source instead of a legacy CSV/Excel source, enabling more powerful custom imports, updates, and more.
Show Last Refresh will show the last data source refresh data on reports and dashboards.
Require MFA will require users to set up multi factor authentication upon login.
