Your First Login¶

New to EV Insight? Here's what to expect the first time you sign in, and how to get to your first report.

Open the EV Insight site and sign in with your normal work account. You'll only ever see the reports and data that belong to your organisation — see Security & Data Isolation.

2. Find your reports¶

Once you're signed in, your organisation's reports are available to you. Start with the ready-made reports for each business area — What EV Insight Covers has the full list.

3. Open your first report¶

Pick a report and open it. Use the slicers and filters to focus on a company, period, or dimension. Using Reports explains how to read and interact with them.

4. Know how current the data is¶

Reports refresh daily and show the position as of the last refresh — about a day behind Business Central. See Data Freshness.

5. Working across companies¶

If you have several companies, you can view them individually or together — see Multi-Company Support.

Next steps¶

Browse What EV Insight Covers.
Keep the FAQ and Glossary handy.
Numbers not matching Business Central? See Troubleshooting.
Want your own reports? See Building Your Own Reports.

Still stuck? Contact your EV consultant.