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Integrate > Business Intelligence integration > BI integration use case

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:

Screenshot showing downloaded files list
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