Easy Insight Documentation Guide

Common starting points

• Quick Start: Connect Your First Data Source -- Connect a system and find the data source it creates.
• Quick Start: Build Your First Report -- Add fields, change the format and save.
• Quick Start: Build and Share Your First Dashboard -- Combine reports, then share and schedule them.
• Concepts -- Account building blocks: data sources, reports and dashboards.
• Connecting to your Data -- How data is pulled from your systems into the Easy Insight data warehouse.
• Report Basics -- Build custom reports on a data source.
• AI Report Creation -- Generate a first draft of a report from a prompt.
• Dashboards -- Combine multiple reports into a single page.
• Filter Basics -- Slice your data to see the right subset of results.
• Custom Fields -- Add custom measures and calculations to your reports.
• Scheduling Reports, Dashboards, and Refreshes -- Set up recurring email delivery and data source refreshes.
• Embedding Reports and Dashboards -- Put reports and dashboards into external systems.
• Inventory Forecasting -- Forecast inventory demand from historical sales velocity.
• Scripting Concepts -- The scripting language behind custom fields and conditional formatting.
• Developer API -- Publish data into custom data sources and pull report data as JSON.