Learn how to quickly build reports in Easy Insight using AI, take advantage of setup improvements for your inventory management reporting, and more!

AI Report Creation

You can now generate first drafts of reports by giving a prompt. From the new AI menu in the report editor, you can put in prompts like:

• Show me a crosstab of sales invoiced by month and rep in the last 365 days.
• Show me a list of manufacturing orders completed in the last 30 days.
• Show me a list of products, on hand, on order, daily demand, and days of stock where status is active.

Once generated, you can adjust your report as normal in the editor. For more, see AI Report Creation.

Inventory Management System Setup Guidance

We've updated the 'Inventory' configuration section for inventory management system connections such as Cin7, Katana, Order Time, and SOS Inventory:

With these changes, you can quickly work your way through making sure data is properly linked between your e-commerce, shipping and 3PL, financials, and your inventory management system. You can also quickly look through the B2B setup to navigate over to common setup tasks like setting goals, restricting rep access, and updating commission statement reports.

Documentation Links

We've added links to documentation from a variety of pages to help you quickly answer questions around any pages.

Pipedrive and Hubspot Leads

We've added Leads for Pipedrive and Hubspot.