Applications

The Application Settings page allows you to manage the applications you want to monitor in the Application reports and/or distribute to Application Owners. Here you can add, edit, and remove applications, assign ownership, set cost details, and track renewal dates. Changes made here are reflected in your Power BI reports after a refresh.

It is designed to answer simple but important questions:

• Which applications are we tracking in Bsure Insights?

• Who owns each application, and what does it cost us per renewal?

• When does each application's licence or certificate next come up for renewal?

Accessing Application Settings

To navigate to the Application Settings page, go to Settings → Configuration in the left sidebar, then select Applications. You can also access it directly via the URL path /admin-settings/applications.

Page Layout

The Application Settings page consists of the following elements:

Action Buttons

At the top-right corner of the page, you will find two action buttons:

• Refresh Power BI – Click this button to refresh the Power BI reports after making changes to your application settings. This ensures your Application Cost report is updated with the latest data.

• Add New Application – Click this button to add a new application to the list. A dialog will open where you can fill in the application details.

Table Toolbar

Above the application list, a toolbar provides the following controls:

• Row count – Displays the total number of applications currently configured.

• Reset Filters – Clears any active filters applied to the table columns.

• Columns – Allows you to show or hide specific columns in the table to customize your view.

• Export – Exports the current application list to a file for offline use or further analysis.

Application Table

The main content area shows a table listing all configured applications with the following columns:

Column	Description
Name	The name of the application. This column includes a text filter for searching.
Customer Description	A custom description you provide to identify the application within your organization. This column includes a text filter.
Application Owner	The email address of the person responsible for managing the application. This column includes a text filter.
Renewal Date	The date when the application license or subscription is due for renewal.
Fixed Cost	A fixed cost associated with the application, independent of the number of users.
Unit Cost	The cost per unit (typically per user) for the application.
Units Bought	The number of units (licenses) purchased for the application.

Each column header supports sorting by clicking the sort arrows. The Name, Customer Description, and Application Owner columns also support text filtering via the filter input fields below the headers.

Adding a New Application

If you found applications in the Application – Drilldown report that you want to follow more closely and distribute cost based on usage, you can add them to the Application Settings.

1

Navigate to Applications

Navigate to Settings → Configuration → Applications in the left sidebar.

2

Start adding a new application

Click the Add New Application button in the top-right corner of the page.

3

Search for the application

In the dialog that appears, search for the application by name. You can type the application name to narrow the list.

4

Select the application

Select the application you want to add and click Next.

5

Fill in the application details

• Customer Description – A description to identify the application in your organization.

• Application Owner – The email of the person responsible for the application.

• Renewal Date – The license/subscription renewal date (optional).

• Fixed Cost – Any fixed cost associated with the application (optional).

• Unit Cost – The cost per user/unit (optional).

• Units Bought – The number of licenses purchased (optional).

6

Save the application

Click Add New Application to save.

7

Add any additional applications

Repeat the above steps for any additional applications you want to add.

Editing an Application

To edit an existing application, locate it in the table and click the three-dot menu (⋮) at the right end of the row. Select Edit Application from the dropdown.

The Edit Application dialog opens with the following fields:

• Application Name – Read-only. Displays the registered name of the application.

• Domain – Read-only. Shows the domain associated with the application.

• Friendly Name – An editable label you can customize for easier identification.

• Application Owner – A searchable field to assign or change the person responsible for the application.

• Certificate Expiry Date – The date when the application certificate expires.

• Unit Cost – The cost per user or unit.

• Fixed Cost – A fixed monthly cost for the application.

• Unit Bought – The number of licenses or units purchased.

• License Renewal Date – The date when the license is due for renewal.

After updating the fields, click Save Changes to apply your edits.

Changing the Application Owner

To change the Application Owner, type the name or email of the new owner in the search field. Select the desired user from the dropdown.

After saving, an Onboard new application owner dialog will appear with the following options:

• Send to – Shows the email address of the new owner. You can change the recipient if needed.

• Open email draft – Toggle this on to open a pre-filled email draft in your email client, notifying the new owner of their role.

• Copy instructions to clipboard – Click this button to copy onboarding instructions that you can share manually.

Click Ok to dismiss the dialog. If the email draft toggle is enabled, your email client will open with a pre-filled message.

Removing an Application

To remove an application from the list, click the three-dot menu (⋮) on the application row and select Remove Application. Confirm the removal when prompted. The application will be removed from the Application Cost report after the next Power BI refresh.

Refreshing Power BI Reports

After making changes to your application settings (adding, editing, or removing applications), click the Refresh Power BI button at the top-right of the page. This triggers a data refresh so your changes are reflected in the Application – Cost report in Power BI.

Filtering and Sorting

The application table provides several ways to find and organize your data:

• Column sorting – Click any column header to sort the table by that column. Click again to reverse the sort order.

• Text filters – The Name, Customer Description, and Application Owner columns have filter input fields below the header. Type in these fields to filter the list in real time.

• Reset Filters – Click this button in the toolbar to clear all active filters and return to the full list.

• Column visibility – Use the Columns dropdown in the toolbar to show or hide specific columns based on your preferences.

Exporting Application Data

Click the Export button in the toolbar to download the current application list. This is useful for sharing the data with colleagues or for offline analysis.

Summary

Use Application Settings to control which applications you track in Bsure Insights. Add or update owners, renewal dates, and cost details, then refresh Power BI to apply the changes in the Application - Cost report.

Next steps

1. Add the applications you want to monitor.

2. Assign an Application Owner for each application.

3. Enter renewal and cost details where relevant.

4. Click Refresh Power BI and verify the updated report data.