BI integration use case
Your organization wants a report in Excel format that lists all the users and all of the groups they belong to.
The data you need to include in the BI sync, to report on groups and group memberships, is:
- Person - ID, Name, Group members
- Group - ID, Name
You need to take the following steps:
If not already done, enable BI sync on the tenant
From the Main menu, select Administration > Utilities > Integration, and then select BI Integration.
Add the required record types and fields
In BI integration:
Execute the REST call
While logged in to Service Management Automation:
Load the data into Excel
Navigate to where the downloaded files are, and unzip them. On completion of the preceding steps, there are the following files: