Accounts

ad-accountsFor security reasons, Analytics Edge stores your account information on your computer, not in the workbooks. Accounts are stored using Reference names, and the queries use a Reference name to identify which account to use.

Before you can log into an account, you must enter a Reference name in the field provided, then click the Add Account button.

After your have logged in, the account credentials will be stored (encrypted) on your computer so you can refresh reports without having to login each time.

Multiple accounts can be stored, and you can change which account gets used by default. If your reports make multiple queries and always refer to the ‘Default account’, you can switch the default account to report on on different account.

If you have an MCC account, your customers are listed in the dropdown at the bottom. This is for your information only, and changing the selector has no effect.

Core Add-in users: Use the ‘Save Default in Macro’ button to force a specific workbook macro to always use a specific account as the default.