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Connecting to Power BI Reports in edison365

Jan Admin Customer Session (Community page)

This on-demand video is designed for edison365 admins and Product Owners who want to connect, customise, publish, and embed Power BI reports using edison365 data.

It covers the full process, from requesting API portal access and retrieving your API key to connecting Power BI template reports, customising them for your organisation, publishing them to the Power BI online service, setting up scheduled refreshes, and embedding reports back into edison365 for easier access.

User Management in edison365

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This on-demand video is designed for edison365 admins and Product Owners who want to connect, customise, publish, and embed Power BI reports using edison365 data.

It covers the full process, from requesting API portal access and retrieving your API key to connecting Power BI template reports, customising them for your organisation, publishing them to the Power BI online service, setting up scheduled refreshes, and embedding reports back into edison365 for easier access.

What’s New: April 2026 | Discussions & Capability Customization

Training Session April 2026

Join Rob Toon for a practical walkthrough of the latest updates in edison365’s April 2026 release. This session introduces Discussions, a new native collaboration feature that brings conversations directly into edison365 records. Rob demonstrates how teams can use discussion threads to share updates, ask questions, @mention colleagues, tag specific fields or tables, react to messages, […]

What’s New: March 2026 | Timesheets & Custom Periods

Training Session March 2026

Join Rob Toon for a practical walkthrough of the latest updates in edison365’s March 2026 release. This release introduces Timesheets, a powerful new capability that allows teams to easily record time while giving managers a clear and structured way to review and approve it. Rob will demonstrate how users can quickly log hours, add comments for context, organise time using categories, and manage recurring entries with pinned rows — all designed to make time tracking simple and transparent. You’ll also discover Custom Periods, a new feature that gives organisations greater flexibility by allowing them to define their own time cycles for planning and reporting. Whether aligning with financial calendars, operational cycles, or internal reporting structures, Custom Periods help ensure edison365 works the way your business does.

Driving Engagement with Gamification in edison365

Learning Lab Gamification (Website)

Driving participation shouldn’t rely on reminders alone.

In this on-demand Learning Lab, Rob Toon, Head of Customer Success at edison365, walks you through how Gamification helps teams increase engagement, encourage meaningful contributions, and support better decision-making across the end-to-end journey.

You’ll see how experience points, leaderboards, star ratings, and voting fit into the edison365 journey — and how to configure them to support transparent, motivating participation.

Mastering Triage in edison365

Learning Lab - Triage

Making confident decisions shouldn’t rely on guesswork or one person’s opinion.

In this on-demand Learning Lab, Poppy Barber, Onboarding Consultant at edison365, walks you through how Triage helps teams assess, score, and prioritise ideas more objectively — using structured input from the right people at the right time.

You’ll see how Triage fits into the end-to-end edison365 journey, from idea submission through to business cases and projects, and how it supports fair, transparent, and confident decision-making.

What’s New: January 2026 Release | Voting for Ideas & Admin Enhancements 

Training Session January 2026

Join Customer Success Manager Rob Toon for a practical walkthrough of everything new in edison365’s January 2026 release. In this session, Rob introduces Voting for Ideas and a set of powerful admin enhancements designed to increase engagement, improve prioritisation, and give admins greater control across workflows. You’ll explore how voting compares to star ratings, how […]

Getting Started for Admin Users in edison365

Jan Admin Customer Session (Community page)

This on-demand video is designed for edison365 admin users who want to get set up quickly and manage the platform with confidence. It provides a practical overview of the key tools, settings, and features you’ll need to support users and drive early engagement. Whether you’re new to edison365 or stepping into an admin role, this […]

Getting Started for End Users in edison365

Getting Started for End Users in edison365

This on-demand video is a practical introduction to edison365, designed to help end users get started quickly. It covers the core areas of the platform, including navigation, contributing ideas and challenges, and progressing work from early concepts through to business cases, projects, and programmes. You’ll also see how to use your personal page and where […]

The Real Barriers to Innovation (And How to Break Them) | Elvin Turner

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Ivan Lloyd, CEO of edison365, talks innovation and transformation, with Innovation Strategist and Author of the best-seller ‘Be Less Zombie’ Elvin Turner!🎙️ In this 30-minute discussion, Elvin outlines some of the biggest lessons on innovation he’s learned throughout his experience. He talks about choosing to innovate, the barriers that come with it, aligning touchpoints, and […]

What’s New: December 2025 Release | Gamification, Document Storage & In-App Branding

Training Session December 2025

Join Rob Toon for a practical walk-through of some of our latest platform enhancements. In this session, Rob covers how gamification works using eXP points, levels, and leaderboards, how to collect more meaningful feedback with the enhanced Star Rating panel, and how to manage documents directly within records using the File Management widget. You’ll also […]

Leading Business Transformation with Jess Tayel

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edison365 CEO, Ivan Lloyd, joins award-winning coach and global transformation expert Jess Tayel! 🎙️ In this 30-minute discussion, Jess reveals some of the most important principles, must-have leadership qualities for transformation, lessons learned throughout her experience, and more. This is the deep dive in business transformation you need if you’re ready to make transformation measurable […]

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Get in touch with our friendly team for all things business transformation