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.

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:

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:

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.