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Easy Insight and Katana Documentation

Installation

Once you have an Easy Insight account, you can create a connection to Katana through the Connections page. Click on the Katana connection. Click on Authorize Access and Easy Insight will redirect you to Katana to grant access to your data. Upon granting access, you'll be returned to Easy Insight and it'll start pulling your data over. Once data is pulled over, you'll be redirected to a prebuilt dashboard to help you get started.

Easy Insight pulls over data from the following sections of Katana:

  • Batch Stocks
  • Customers
  • Inventory
  • Locations
  • Manufacturing Orders, Operations, Operators, and Recipes
  • Products
  • Purchase Orders and Lines
  • Recipes
  • Sales Orders and Lines
  • Stock Adjustments
  • Stock Transfers
  • Suppliers
  • Variants

The prebuilt dashboard in Easy Insight is designed to help you get started. You can customize any of these reports or replace them with your own.


Prebuilt Dashboard

Katana Dashboard Overview

The overview provides you with a summary view across your sales, customers, and manufacturing.

Trends help you understand historical performance of your sales and customer acquisition.

Katana Dashboard Trends

Sales trends help you compare sales of SKUs across different time periods to see how particular products are trending.

Katana Dashboard Sales Trends

Seasonal trends shows you month over month sales across years, helping you to understand which months have the highest demand as you determine upcoming demand for forecasting.

Katana Dashboard Seasonality
Katana Dashboard Inventory Demand

The Inventory Demand tab shows you stock quantities, demand, and days of inventory for the different SKUs in your Katana. You can see both the sales quantities for the specified time period as well as total quantity factoring in manufacturing recipes. You can also click on a particular SKU to jump into a dashboard specified to the variant:

The first tab of the product dashboard contains the month over month total demand of the product or material. For products, it'll show you the total sales of that product, while for materials, it'll show total sales of products built using this material as an ingredient in their recipe. These totals include subassembly quantities.

Katana Dashboard Total Demand

The second tab of the product dashboard shows additional information about the variant and what materials go into it or what products are built using it.

Katana Dashboard Material Usage

The third tab of the product dashboard shows you manufacturing orders specific to the variant.

Katana Dashboard Product Manufacturing Details

The fourth tab of the product dashboard shows you purchase orders specific to the variant.

Katana Dashboard Product Purchasing Details
Katana Dashboard Inventory Movements

The Inventory Movements tab shows you all of the inventory movements across your Katana data. These movements include sales orders, purchase orders, manufacturing order, stock transfers, and stock adjustments. You can search on a batch number to look at the movements tied to a particular batch.

Katana Dashboard Inventory Movement Stock

The Inventory Movement Stock tab shows you cumulative inventory quantity. You can filter to a particular SKU to look at the historical inventory level of that SKU.

Katana Dashboard Inventory Sales

The Sales tab shows you sales by source and month, as well as a table of sales details. You can use this tab to identify where your orders are coming from.

Katana Dashboard Product Sales

The Product Sales tab breaks out your product sales by category and product, as well as by category and month.

Katana Dashboard Shipment Map

The Global Shipped tab shows you where in the world your orders are shipping out to.

Katana Dashboard Purchase Overview

The Purchases tab provides a variety of views on your purchase orders, breaking down totals by suppliers, outstanding totals by suppliers, and more.

Katana Dashboard Lead Time Trends

The Lead Time Trends tab helps you compare lead times for a given supplier across two time periods to track supplier performance and help hone in the accuracy of your lead time projections.

Katana Dashboard Manufacturing Overview

The Manufacturing tab provides you with a high level view of your manufacturing orders across a variety of reports.

Katana Dashboard Resource Allocation

The Manufacturing Operations tab breaks down planned manufacturing hours to help identify resource allocation of resources and operators.

Katana Dashboard Material Used

The Material Used tab helps break out the cost of materials used over the specified itme period across your manufacturing.

Katana Dashboard Batch Stock

The Batch Stock tab show you expiring batches as well as providing a searchable way to look at remaining quantities and expiration dates across your batches.


Custom Reports

When you click on Choose Field in the report editor, you'll see the various fields available to you from your Katanas data.

You can add these different fields to build a report. For example, changing the report type to Column, then adding Source as the X Axis and Line Total in Base Currency as the measure, gives a column chart of order subtotal by order source.

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

More Features

Want to receive a list of open manufacturing orders 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 Katana data with other connections, building reports and dashboards that combine your inventory and manufacturing 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.