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Easy Insight and DEAR Systems Documentation

Installation

Once you have an Easy Insight account, you can create a connection to DEAR Systems through the Connections page. Click on the DEAR Systems connection. You'll need to enter your Account ID and Account API key. Your Account ID and Account API Key can be found inside the DEAR Inventory Application at https://inventory.dearsystems.com/ExternalAPI. Easy Insight will initially pull over the last two full months of data, then load the remaining data in the background.

When you first install your connection to DEAR Systems in Easy Insight, you'll get a prebuilt dashboard with a variety of reports to help you get started. You can customize any of these reports or replace them with your own.


Prebuilt Dashboard

DEAR Systems Dashboard Overview

The overview provides you with a summary view across your system, covering sales, purchases, invoices, and shipments.

Trends help you understand historical performance of your sales and invoices.

DEAR Systems Dashboard Overview
DEAR Systems Dashboard Overview

The Sales tab gives you reports on sales by rep and date, as well as a searchable table of sales by a variety of filters.

The Customers tab shows you the ten customers with the highest year over year revenue dropoff and a table of customer information.

DEAR Systems Dashboard Overview
DEAR Systems Dashboard Overview

The Product Availability tab has a scatter chart of in stock vs. sold quantities to help you understand current inventory levels relative to demand.

The Products tab has a tree map of sales by product category and product, as well as more detailed product information.

DEAR Systems Dashboard Overview

Custom Reports

When you click on Choose Field in the report editor, you'll see the various fields available to you from your DEAR Systems data. These fields include everything from Sales, Invoices, Lines, Products, Product Availability, Customers, and Finished Goods.

You can add these different fields to build a report. For example, changing the report type to Column, then adding SalesRepresentative as the X Axis and Order Total as the measure, gives the following column chart:

Sample Column Chart

For more information on building reports, please see Creating Reports.

More Features

Want to receive a list of open, overdue invoices across your team every Monday? You can set up reports and dashboards as emails on a schedule. For more information on scheduling, see Scheduling Reports as Emails.

You can also combine your DEAR Inventory data with other connections, building reports and dashboards that combine your ERP data with your support, CRM, or financial services. To learn how to combine data sources, see Combining Data Sources.

Make sure your users or clients can only see the information you want them to see, without creating numerous copies of reports. Learn how to set up data level security at https://www.easy-insight.com/docs/account/data-level-security.html.

FAQ

How often does the connection pull over data?

Your connection is refreshed on a nightly basis. You can control when the refresh happens through the Scheduling page. If your account is on the Professional tier or higher, you can set up near real time reports at a 5 minute interval.


Sample of Teamwork Fields

The number of currently active projects.

The number of hours worked where Time Entry Billable was set to True

The name of the company as associated to different projects.

Zip code assigned to the company. You can use this field in displaying maps of where your customers are.

Count of the number of tasks completed late.

Count of the number of tasks completed on time.

Count of the number of completed tasks.

The number of hours worked where Time Entry Billable was set to False.

Whether or not all tasks in the project have been completed.

Who was the assignee of the first overdue task in the project? This field can help with root cause analysis for projects falling behind.

What was the first overdue task in the project? This field can help with root cause analysis for projects falling behind.

Whether or not the task has been completed.

The date at which the task was completed.

The number of tasks.

The date at which the task was created.

The person who created the task.

The description associated to the task.

The date at which the task is due to be completed.

The estimated cost of the task, based on the assigned's user hourly rate and the estimated amount of time.

The estimated amount of time in the task in hours.

The estimated amount of time in the task in minutes.

The internal ID of the task.

The amount billed for the time entry, based on the user's rate in Teamwork and the number of hours in the time entry.

Whether or not a time entry was billable.

The quantity of time entries.

The date for which the time entry was logged.

The description associated with the time entry.

The number of time entry hours.

The internal ID of the time entry in Teamwork.

The invoice number associated to the time entry.

The person who worked on the time entry.