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Videos to Guide You


Building Reports

Learn how to create your own custom reports on top of your data.

This one hour webinar recording covers a wide range of training on building reports in Easy Insight.

Choose from a wide variety of charts for creating colorful visualizations of your data.

Dig into the specifics of what you can do with column charts.

You can create crosstab reports (also known as pivot tables).

Create tree and summary report to roll up your data into different levels.

Learn how to visualize your data in a variety of map types.

Take advantage of trend reports to easily compare the changes in your data between different time periods.

Add dropdowns, pick lists, or pattern match searches to your reports to pare the results down by certain text values.

Learn how you can use a variety of date filter options to slice your data across different date ranges.

Learn how to use field level filters to pare down certain metrics without affecting the rest of your report.

Learn how to customize the look and feel of your reports to match your company's aesthetics and branding.

Drillthroughs allow your users to click on a table cell or chart bar and navigate into another report.

Learn how to apply filters to filters.

Learn how to customize the formatting of fields.

Building Dashboards

Combine your reports into a single beautiful dashboard in a few clicks.

This 30 minute webinar recording covers a wide range of training on building dashboards in Easy Insight.

Learn how to set up click to focus on dashboards.

Scripting Custom Fields and Styling

Build custom calculations to perform math, logic, text manipulation and other operations on top of your fields.

This one hour webinar recording covers a wide range of training on scripting in Easy Insight.

Conditional formatting allows you to set the colors of table cells and chart bars in your reports based on criteria you define.

Data Sources

Learn how to combine data sources.

This 30 minute webinar recording covers a wide range of training on combining data sources in Easy Insight.

Learn how to create data sources from flat files such as Excel or CSV files.

This 30 minute webinar recording covers a wide range of training on using Easy Insight with Basecamp.

This 30 minute webinar recording covers a wide range of training on using Easy Insight with Teamwork.

This 15 minute webinar recording covers a wide range of training on using Easy Insight with Zoom.

Learn how to set up custom user data sources.

Additional Topics

Learn how to set up data level security using personas.

Learn how to set up reports as scheduled emails.

Learn how to create and use two way connections

Learn how to restore to previous versions of reports and dashboards.

Learn how to configure a business calendar.

Addon reports allow you to take advantage of the reports you've already built and reuse their fields across other reports.

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