In this article:
Settings | Account | Security | License | Actions | Tokens | Videos

Account

This page shows your user information and (if your user role has the relevant permissions) your settings, company details, and your license details. You can change your settings and company details, and buy a paid license.

If you are a user in multiple tenants, you can also switch between tenants on this page.

screenshot account profile

You can also watch the instruction video.

Settings

You can change your personal settings:

  • Name - change your name. Please note that you can't change your own email address, as this can only be done in Account - Users.
  • Mobile phone - your mobile phone number, including country prefix. This is used for Multi Factor Authentication (one of the optional account security settings).
  • Dates & numbers - select how you want dates and numbers to be formatted. This will apply to all reports and screens.
  • Notify me on changes - choose if you want to be notified when changes are made to certain objects.
  • Emails - select if you want to receive notification emails from us.
  • Tips - select if you want to see tips whilst you navigate through XLReporting. Tips are small (i) icons in every screen that show tips when you hover over them.
  • Suggestions - select if you want to see suggestions while you are working in XLReporting. Suggestions are popup messages that show recommendations based on your actions.

Account

If your user role has Edit tenant permission, you can also change the tenant settings for your account:

  • Company name and address - enter or edit your company address details.
  • Your logo - enter the URL to an image file. This image will be displayed as the logo. You can copy the address of a web-based image file by right-clicking on the relevant webpage in your web browser and selecting "Copy image address".
  • Account security - select the security settings for your account. Please read the next paragraph for detailed explanations.
  • Script - create a script to define custom functions which you can use in any expression across all your objects. This option is for advanced use, and only visible if your user role has Edit script permission. Read more about scripts.

Security

If your user role has Edit tenant permission, you can also change the settings for your account:

  • Require MFA login - when enabled, this creates an extra level of security when logging into XLReporting. In addition to email and password, users will be prompted to enter a code that is displayed on their mobile device. You can use Google Authenticator or Twilio Authy, which are free apps available on all mobile devices.
  • Restrict user domains - when enabled, this will restrict the email address of new or changed users to the domains already currently in use. For example, if your current users either have "@mycompany.nl" or "@mycompany.com" email addresses, all new users have to be on either of those 2 domains. Whenever you want to add a domain, you can temporarily disable this setting, create a new user with the new domain, and then enable this setting again.
  • Disable published dashboards - by default, dashboards can be published in "view-only" mode to people who don't have to be registered users within XLReporting (read more). If you don't want your users to be able to do this, you can disable that feature here for your entire account.
  • Disable object scripts - by default, scripts can be created when defining objects. Scripts are small pieces of program code that can perform automated and repetitive tasks, but they carry a limited risk. If you don't want your users to be able to do this, you can disable that feature here for your entire account.

License

The license section is only visible if your user role has Edit settings permission, and deals with your contractual agreement with us and your license to use our services:

  • Your current license - this shows your current license subscription and how much data you are currently using. We apply a "Fair Use" policy, but if you are structurally exceeding your licensed storage, you need to upgrade your license. Please contact us for any questions you may have.
  • Accept our Service Agreement - we kindly ask you to read our Service Agreement, and tick this box to indicate that you accept it. The agreement outlines important things about our obligations as Provider, your rights as Customer, and how we strive to protect your data.

    Please note that you must accept the agreement before you can fully use your account.
    Click here to read the agreement in full.
  • Close your account - we surely hope you'll never need this option, but if you must, then here it is. Your account will be closed immediately, and your data will be automatically deleted after 5 days. If you regret your decision, please contact us within 5 days.
  • Change license - click on any of the product boxes to upgrade (or downgrade) your license. You'll be taken through a payment process with our partner Stripe Inc to process your payment. You can opt for monthly or annual subscriptions.

Actions

You can use the Save and Actions buttons in the right-top of the screen:

screenshot account profile actions

These buttons enable you to do the following:

  • Save - save your changes
  • Actions - open a dropdown menu with further options:
    • Change your password - passwords must be at least 8 characters using lowercase, uppercase, and numbers. Passwords automatically expire after 180 days.
    • Change your MFA login - when enabled, this creates an extra level of security when logging into XLReporting. In addition to email and password, you will be prompted to enter a code that is displayed on your mobile device. You can use Google Authenticator or Twilio Authy, which are free apps available on all mobile devices.
    • Change your API access - when enabled, you can retrieve data from (and import data into) data sets through the XLReporting API. For example, you can send data directly from another system or database into XLReporting without having to go through the web pages. Or you can retrieve data from XLReporting directly into another system. You need to provide an API token with all requests. API tokens are valid for 360 days, and you can revoke or renew them at any point in time.
    • Review my tenant - this option is only visible if your user role has Define account permission, and shows your tenant configuration and recent activity.
    • Review my activity - this option shows your own recent activity.
    • Transfer objects - this option is only visible if your user role has Transfer objects permission, and enables you to export the configuration of your objects to a file, for re-import at a later point in time, or import into another tenant.
    • Refresh sandbox - this option is only visible if your user role has Define account permission AND you are logged into a Sandbox tenant (which is a separate copy of your live tenant). This option enables you to refresh all configuration and data in your sandbox tenant based on your live tenant.
    • Switch tenant - this option is only visible if you have access to more than one tenant, and it enables you to switch between those tenants without having to explicitly login again.

Tokens

You can create tokens for MFA and API using the Actions menu:

screenshot account profile tokens

Notes:
  • We do not provide fallback codes for MFA. If you change your device or if you are unable to login using MFA, you can contact us to reset your MFA status.
  • API tokens have a validity of 360 days, or until such time that you revoke or renew them or change permissions of your user account. You will receive automated emails when the token is due to expire.
Recommended reading:
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