Set up OnePlan OData Reporting

  • Updated

This article explains how to gather the necessary information for your OnePlan group's reporting OData feed and authentication key.

Get an Authentication Key

  1. Go to the Admin page > Integrations.
    Integrations - New Key.png

  2. Click Add Key Screenshot_2021-12-01_150734.png to create a new key. The Add Key form will open.

    Add Key.png

  3. Complete the Add Key form.

    1. Enter "Reporting" for the name (or whatever you want for your records). Click ADD.

    2. Record and keep the generated key. As soon as you refresh or navigate away, the key turns to ***********.

    New Key available.png

Get the Report URL for the oData feed

  1. Go to the Admin page > Integrations.

  2. Save your Reporting URL (ex: https://my.oneplan.ai/odata/df05554f-573f-45eb-a653-fd9e397631a6). This is the OData feed. You will be prompted for your URL in a later step.

    Reporting URL.png

See Deploy OnePlan reports for the next steps.

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