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Connecting to the Reporting Feed

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Connecting to the Reporting Feed

Connect to the Reporting feed with these simple steps;-

Power BI (Desktop only)

1)   Open Power BI Desktop
2) File > Get Data > OData Feed
3) Enter the URL: https://expenses-odata.zetadocs.com/odatav4/v1
4) The OData feed options will now be shown – click Basic
5) Enter the username** and password you use to connect to Zetadocs Expenses
6)  Click Connect to establish a connection to the Reporting feed
6) Select the Expenses table
7)  Click Load

**

If your user has been configured with the Zetadocs Expenses analyst role the feed will return approved expenses for all users in the account; otherwise you will only see your own expenses.

 

Excel 2016

1) Open Excel
2) File > New
3) Data button > Get Data > From Other Data Sources > From OData feed
4) Enter the URL: https://expenses-odata.zetadocs.com/odatav4/v1
5) The OData feed options will now be shown – click Basic
6) Enter the username** and password you use to connect to Zetadocs Expenses
7) Click Connect to establish a connection to the Reporting feed
8)   Click Load

**  

If your user has been configured with the Zetadocs Expenses analyst role the feed will return approved expenses for all users in the account; otherwise you will only see your own expenses.