Table of Contents
Need help using Easy Insight? Here's the documentation to guide you through the process.
Table of Contents
- Concepts
- Report Basics
- What are the main report pages?
- How do I create a new report?
- How do I assemble a basic report?
- What are the basic field types?
- How about specifics on the top report editor elements?
- How about specifics on the tabbed elements?
- How do I customize a field once it's in a report?
- What are hierarchies and how do I use them?
- How do I link to external URLs from a report?
- How do I tie together reports through links?
- How do I automatically email out a report on a scheduled basis?
- Filters
- How do I create a filter?
- What are the different Grouping filters?
- What are the different Date filters?
- What are the different Measure filters?
- What are the advanced filter options available back on the New Filter options?
- What's the difference between creating a filter in the Filters tab of the report editor and on creating a filter in the Filters tab of the field editor?
- Report Types
- How do I format a given field on a List or Tree report?
- How do I format a given field on a List or Tree report?
- How do I customize the styling of a List or Tree report?
- How do I limit the number of results shown in a report?
- How do I customize the styling of a Bar or Column chart?
- Dashboards
- Scripting
- How do I create a basic calculation?
- What are functions?
- How can I add custom fields to my data through calculations?
- How do I create conditional calculations?
- Embedding Reports in External Systems
- Data Sources
- 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?
- Custom Fields
- Why would I want to use custom fields in Easy Insight?
- What are the types of custom fields in Easy Insight?
- How do I use calculations?
- How do I use lookup tables?
- Collaboration
- How do I add users to my account?
- What are the concepts of collaboration inside of Easy Insight?
- How do I set access levels?
- How do I add users to a group?
- How do I add data sources, reports, and dashboards to groups?
- API
- 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 report on deals?
- How do I build a report on cases?
- How do I build a report on tasks?
- How do I build a report on activities?
- How can I add custom fields?
- How much does Easy Insight reporting on Highrise cost?
- How do I report on tagged data in my Highrise system?
- Basecamp
- How do I connect to Basecamp?
- What fields are available for reporting?
- How do I build a simple report on Basecamp data?
- How do I embed Easy Insight reports into my Basecamp page?
- How much does Easy Insight reporting on Basecamp cost?
- How do I measure the number of projects?
- Tagged Data