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Account Settings

You can click on your username in the upper right and click on Account Settings to navigate to the account settings page, also found at https://www.easy-insight.com/a/account.

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.

International and Locale Settings
From the International and Locale Settings page, you can configure a variety of general account settings.

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.

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.

Viewer Session Timeout applies a session timeout to viewers on your account, in seconds. If the value is 0, no timeout is applied.

Use New Easy Interface will ensure that your account uses the current version of the Easy Insight, as opposed to the legacy and deprecated Flash interface.

Prevent Users from Using Legacy Interface blocks access to the legacy and deprecated Flash interface.

Tags on Data Source/Report Screens allows the use of tagging on the data source and report screens. Disabling this setting can be a way to simplify down the interface.

No User Keys on Profile Pages hides the API key/secret key otherwise found on user profile page, a way to simplify down what users see.

Send Email to New Users specifies the behavior used when you add a new user to your Easy Insight account. If the checkbox is selected, an email will automatically be sent to the user with his or her user name and an auto generated password. If the checkbox is not selected, you will receive a one-time use link that you can include in your own email to the user for him or her to use in order to log in. The user is required to set an initial password upon login if this option is not set.