Table of Contents
Table of Contents
- Concepts
- Data Sources
- How do I upload a CSV or Excel file?
- How do I connect to a Google Spreadsheet?
- How do I connect to Basecamp?
- How do I connect to Highrise?
- How do I connect to Google Analytics?
- How do I connect to Salesforce?
- How do I connect to Sendgrid?
- How do I connect to Pivotal Tracker?
- How do I connect to Cloudwatch?
- How do I connect to Freshbooks?
- How do I pull data from MySQL, SQL Server, or Oracle?
- How do I combine data sources?
- How do I use lookup tables?
- How do I administer a data source?
- How do I schedule a data source to automatically refresh?
- Report Creation
- How do I create a new report?
- How do I assemble a basic report?
- What are these field types?
- How do I show a measure as something other than a sum?
- How about if I want to do a custom calculation like Revenue / Units?
- What if I want to filter the data shown on the report?
- What if I want to create a dedicated field for something like "Completed Todo Items?"
- How do I show a summary row on a list?
- How do I look at different date aggregations?
- What are hierarchies and how do I use them?
- How do I use trees and tree maps?
- How do I link to external URLs from a report?
- How do I tie together reports through links?
- How do I export a report to Excel?
- How do I share a report with other users in my account?
- How do I automatically email out a report on a scheduled basis?
- KPIs
- What's a KPI?
- What's a scorecard?
- How do I define a KPI?
- How do I dig into reports from a KPI?
- How do I add a scorecard to my iGoogle page?
- What's a KPI tree?
- Dashboards
- Collaboration
- How do I add users to my account?
- What's a group?
- How do I add users to a group?
- How do I add data sources and reports to groups?
- How do I add scorecards and KPIs to a group?
- API
- What is the Easy Insight API?
- How do I use the Easy Insight API?
- What are the data types of the API?
- What are the operations of the API?
- Java Code Example
- Database Connections
- How do I connect to relational databases with Easy Insight?
- Where do I download the client?
- How do I install the client?
- How do I set up the client to connect to Easy Insight?
- How do I define a connection to a database?
- How do I define a query?
- Highrise
- How do I connect to Highrise?
- What fields are available for reporting?
- How do I build a simple report on deal activity?
- How can I add custom fields?
- How much does Easy Insight reporting on Highrise cost?
- Basecamp