What's New with Easy Insight
Drag. Drop. Done. Business Intelligence Made Easy.
Posted on March 07, 2016 by James Boe

Working with a data set that you aren't totally familiar with? You can now toggle the Data Discovery screen in the report editor through Quick Actions -> Toggle Report Editor Sections -> Show Data Discovery. From this screen, you can search to find any field containing a certain value. For example, if you aren't sure which field contains your SKU value, you could search on a particular SKU value to find the appropriate field. We've also made several usability improvements to filters. In particular, range filters should be easier to use now when you define a filter on measures, and year/quarter of year/month range filters should be dramatically easier to use.

We've made several changes that should significantly speed up your Easy Insight experience. In particular, many of the new interface screens should be quite a bit snappier. We've also improved the Pipedrive connection to include all custom fields, as well as capturing many other general fields that were previously missing.

You can now toggle a "Dynamic Filter" option for dashboard pages. Simply click on a value to highlight that value across all of the reports on the dashboard page, and click again to deselect.

We've also added new prebuilt dashboards for both Asaana and Teamwork. We'd love to get your thoughts if you use either of those connections!

We've made a few connection improvements over the last week:


  • Archived cards now appear in your Trello data source.
  • Trello data source refreshes should run much faster.


  • Leads are now available.
  • Events are now available.


  • Recurring Orders include a number of fields which weren't there before, including Order Start/End Dates.
  • You can now specify an optional list of tags to include in data source retrieval for the contact to tag associations.

You can now enable multi factor authentication on your Easy Insight account to further enhance your account security. From your User Profile page, you can choose to register a multi factor authentication device using a standard tool like Google Authenticator.

We've also added new connections to Asana and Pipedrive. These connections don't have prebuilt dashboards yet, but they should pull over the majority of the availability data from both systems.

We've added an easy way to add users directly from your connection. From the Users page, you can now choose to import users from your connected data. We've added this for Basecamp and Highrise, with the same functionality coming (very) soon for Insightly, Trello, Infusionsoft, and Zendesk, and not long for the remaining connections beyond those.

You can now choose to send multiple plages of a dashboard in a single PDF. If you add to a dashboard to a scheduled delivery in the Scheduling page, you'll be given the option to choose which pages of the dashboard you want to send. For example, if you want to send the Overview and Deals Table from a CRM dashboard, you could easily now choose to send those together in one PDF.

We've created an entirely fresh version of the Google Analytics connection in view of the number of changes that have been made to the Analytics API over the years. This new version of the connection should give you access to the full range of Google Analytics fields. We've also gradually extended out the Insighly, Smartsheet, and Teamwork connections. First, the Insightly connection now includes Opportunity State History (when an opportunity changed a state and a reason for the change if logged), Emails, and Contact/Organization tags. The Smartsheet connection will now include a Display Name field for users so that you can include the full user name in addition to the email address. The Teamwork connection will now properly join the data on hours back to projects in those scenarios where the time wasn't logged against a specific task. On the charting side, we've added the ability to label points on scatter charts, as well as fixing some of the mouseovers on scatter charts. You can also now explicitly configure margins and axis titles on charts in the new interface. If you set a multi measure bar chart to variable height, it should do a better job of assigning heights to the bars. Finally, you can now configure multi measure area and pie charts in the new interface.

Posted on August 19, 2015 by James Boe

We've added Contact/Organization Owner, Opportunity History, Emails, and a couple of pre-combined Activity and Party sources to our Insightly connection. These new fields and sources should help you better capture the full spectrum of your sales team's activity and keep improving your sales performance metrics. We've also improved our flat file upload process to let you easily bulk configure fields from a single page. If you're uploading a spreadsheet with 100+ columns, the new process should be much easier.

Posted on August 12, 2015 by James Boe

We've kept up steady fixes and tweaks to the new user interface. With many of the report types, you can now click to automatically filter on values from the report editor. For example, with list reports, you can click on a cell and choose to create a filter from the context menu. We'll be adding further enhancements to this context menu to help make report creation all the easier. We've also added a few new report types for you to use! First, we've added a new version of map reports. With this new version, you can build shape maps, heat maps, and point maps, or combinations of all of the above. We've also added a dedicated Gantt report type and a Radar report type. These new reports should help you create better and better executive dashboards.

Posted on August 06, 2015 by James Boe

We've been steadily working through fixing any remaining issues with the new version of the user interface. You can toggle your account over to the new interface through Account Settings if you want to give it a try! Meanwhile, we've kept the smaller tweaks coming as well. If you install a connection to Trello, you can now specify which lists are used to define when a card is completed. If you want to apply this same functionality to your existing Trello connection, let us know and we'll be happy to help you get that going. Smartsheet data sources now have Row Count and Row ID fields to make reporting easier--you can use that Row Count to easily see the number of rows meeting a certain criteria, and the Row ID field to help with functions like fill() across specific unique rows.

Posted on July 14, 2015 by James Boe

We've begun the process of gradually rolling out our new user interface for creating and modifying reports and dashboards. This new interface should be easier to use, offer better performance, and use the latest in web technologies to work on mobile as well as your desktop. You can check out a playlist of screencasts walking you through how to use the new interface at https://www.youtube.com/playlist?list=PLyCzsKwbjuKig0pbV328RpG8cxbjwD75t. If you're interested in trying out the new interface sooner than later, let us know at support@easy-insight.com or sales@easy-insight.com, and we'll help you get on your way!

Posted on March 17, 2015 by James Boe

We've been quietly working away on the next major version of Easy Insight, but in the meantime, we've kept up with various small fixes as well, such as:

Insightly Tasks now show the Task Completion date
Trello cards now show the Card Creation Date
Charts should have a number of minor formatting fixes and cleanup
Numerous stabilization and performance fixes

We've been a little quiet the last couple of months, but we've been busy on major internal architecture changes to Easy Insight to ensure faster reports and more robust servers. The new architecture is finally wrapping up and mostly live now, with just a few remaining tweaks to go. This work should pay off by giving you much faster reports and dashboards and a much more generally responsive user interface.

We've made a couple of notable changes over the last week. First, we've made several changes to clean up the field edit/calculation definition window. It should be less busy and more obvious what to do in the different sections of the window now. We'll still be making further improvements to the window to make it as usable as possible.

We've also added a Grid view of your data sources on the Home page of the HTML5 interface. This view shows your data sources in a similar fashion to the Connections page, making it easy to see which type of connection a given data source is, as well as making it easier for you to recognize what's going on with your data sources on the Home page.

We've reworked our PDF and PNG report exports to make them look just like they do on the browser. These enhancements should make your charts, diagrams, and maps all render into gorgeous documents for sharing with the rest of your team. You can also now include report PNGs inline as part of your scheduled emails.

You can make it easier and faster for your end users to find their reports in Easy Insight by setting the new "Only Show Top Reports and Dashboards" option on their configuration under User Administration. With this new option, users will only be shown the list of Top Reports and Dashboards on their Home page. For more information, see https://www.easy-insight.com/app/websiteDocs/Collaboration.

Renaming and manipulating different tabs in the dashboard editor should be much easier now with recent changes as well. Simply click on the tab dropdown in the editor to rename a particular tab.

We've added a couple of "Getting Started" actions to the Home screens on both HTML5 and full interfaces. The first of these provides a quick way to set up email reports if you're new to Easy Insight. The other gives you a quick way to create a combined data source and a dashboard on top of that data source. The combined dashboard will automatically pull elements of the dashboards in the child sources to create a good starting point dashboard for your use.

We?ve updated the full interface for a more modern look for better visibility and a more seamless transition to and from the HTML5 interface.

Full interface users will find your Top Reports located under the Reports menu item as a dropdown list.

The new color scheme extends to the report editor.

We?ve added new dropdown menus to many of the menu bar items.

We?ve revamped and added functionality to report level field buttons. Clicking on a Report Field button will now offer options to: filter on the field, edit properties, remove, and move field. Specific Report Type options are also available.

You can single click anywhere on data source children in the Fields List to expand them.

We have a whole array of changes to talk about this time!

First, on the ticket reporting side, we've added new fields showing the # of times responsibility has passed to agent and to customer. You can use these fields to look for tickets which have been reopened too many times, or calculate average reopen rates. We've also added elapsed times as assigned to both agent and customer. These fields are available for Zendesk and Freshdesk, with their addition to HappyFox coming soon as well.

Next, we've added two new report types:
Multi Summary is designed to let you show line level information of one or more line types to some parent subject. For example, if you wanted to show all the open Todo items under a Project, all the Comments under a Ticket, or one or many other cases, this report is your solution! You can also add multiple child subjects, so you could have all the Deals under a Contact *and* all the Communications under a Contact.

Topo Map is our solution to all of your data mapping needs. You can fill in general state or province area data with shading based on a certain color, or you can build a heat map of points based on lat/long, or both!

We found that our previous text reports weren't usable enough, so we've tweaked those as well now--when you go to create a Text report in the report editor now, it'll allow you to craft the text in Wikitext markdown, surrounding any fields or scripting snippets you want in curly braces.

Finally, we've extended the Range date filter to also allow you to choose Month or Week as your interval. If you Edit the filter settings, you can choose how many intervals back and forward the filter should allow options for, as well as enabling rolling options.

Posted on August 13, 2014 by James Boe

We've added new screencasts to help with getting started with Easy Insight. These first screencasts cover general navigation of the interface, connecting your data, and simple report building. You can find the screencasts on the Help or Documentation pages.

Posted on August 04, 2014 by James Boe

We've gone through and made a number of optimizations for load time of the various files used by the HTML5 interface. These optimizations should make the UI and report loads considerably snappier, particularly on phone or tablet.

Posted on July 21, 2014 by James Boe

You can now configure default alignments on list, summary, and tree reports through Additional Configuration specific to groupings, dates, and measures. If you want to override a default alignment you've set, you can assign a fixed alignment through the Text tab on the field edit window, changing it from "None" to "Left", "Center", or "Right."

Posted on July 21, 2014 by James Boe

You can configure "Donut Ratio" through Additional Configuration on pie charts to switch the pie charts over to a donut chart. The ratio is a value between 0 and 1, representing the % at which the donut hole is rendered.

Posted on July 21, 2014 by James Boe

We've made a few minor tweaks to the data source list and report list pages on both the full and HTML5 interfaces to help provide better clarity as to how to use the screens. You can also now adjust the Multiple Month filter to behave as a Multiple Quarter filter such that it displays results between two particular quarter and year combinations.

Posted on July 13, 2014 by James Boe

We're now pulling over Comments from Basecamp (in addition to Basecamp Classic). The comments should automatically be available under the Comments folder in the report editor of your Basecamp source.

Posted on June 30, 2014 by James Boe

We've made numerous fixes to the formatting of HTML5 charts to try and deal with labels overlapping or going off the chart and fixes to deal with several IE9 specific bugs in the HTML5 UI. We've also gotten a significant amount of new documentation in place (with much more coming). You can find the new docs through the Documentation page on the website or the Help section of the Easy Insight application.

Posted on May 27, 2014 by James Boe

We've fixed a number of issues with HTML multi value filters, particularly with those linked to parent filters. We've also added Event Marketing to the Constant Contact connection, Time Tracking to the Youtrack connection, Contact First Name and Last Name to the Highrise contacts, and Communications and Deals to the Batchbook connection.

Posted on May 25, 2014 by James Boe

While none of the changes will be immediately visible, we deployed several major internal architecture upgrades over the weekend to ensure support for considerably larger data volumes.

Posted on May 12, 2014 by James Boe

You can now specify fields for a dynamic maximum value and dynamic alert points on guage reports. Several issues were fixed with summary reports, particularly with exporting to PDF and viewing in HTML.

Posted on May 04, 2014 by James Boe

We've added a number of improvements as far as both look and feel and functionality to the HTML5 interface. These improvements include reworked charting and better export to Excel/PDF from the HTML5 interface.

Posted on April 21, 2014 by James Boe

We've added a new documentation page for conditional formatting, allowing you to change colors and styles of particular values on a report based on conditional statements around values, at https://www.easy-insight.com/app/docs/Conditional_Formatting.

Posted on April 21, 2014 by James Boe

We've added a couple of internationalization improvements. First, you can now configure an account locale through the Account Settings window. At the moment, USA and Spain are the only options, but more will be coming soon. This locale affects the formatting of numbers on the various pages in the application. You can also customize the locale, date format, and currency for a given user through a new tab on the add/edit user window.

Posted on April 07, 2014 by James Boe

We've adjusted the Home page to always show the data source list, even when you only have one data source in your Easy Insight account, and adjusted the styling a bit to make it clear that you can click on data source names to drill into particular data sources.

Posted on March 09, 2014 by James Boe

The Help section within the application now directs to the most recent version of the docs (which are receiving significant work as well to bring them up to date). Rolling date filters now include options for Last Full Quarter, Last Full Year, Previous Full Week/Month/Quarter/Year, and Last Week/Month/Quarter/Year to the Current Day. Reports now default to using the application skin you define under the Account section. For example, if you choose particular chart colors in that section, any reports you create will use those colors, and if you then change that color scheme, reports will correctly reflect those changes.

Posted on March 02, 2014 by James Boe

We made a number of aesthetic improvements to the various reports as rendered in HTML5, particularly with list, chart, YTD, compare years, and vertical list reports. We've also added the Linked Organization to Insightly Opportunities and fixed custom contact fields on Solve360. PDF exports were also improved to maintain various configuration settings such as font size, scripting for colors, and alignments, along with miscellaneous other minor aesthetic improvements.

We've added Notes to the Insightly connection, custom fields to companies and contacts in the Solve360 connection, and fixed a couple of issues with custom fields on the Zendesk connection.

We're still making tweaks and putting together the prebuilt reports, but we've added connections to Infusionsoft, Zapier, Smartsheet, and Kashoo.

We've made a number of significant internal architectural improvements with this latest update that should result in generally faster, more responsive screens.

We've added several Warnings in the report editor for common report issues, such as calculations with ambiguous field references and situations where join cardinality needs to come into play to generate accurate numbers.

We've overhauled Summary reports to be much faster in loading, as well as considerably more configurable.

If you export a report or dashboard and choose the "Link by URL" option, the link will now preserve the dashboard stack positions and filter settings across reports/dashboards. You can use this feature to bookmark different versions of the same report or dashboard yourself.

The pure HTML version of Easy Insight, https://www.easy-insight.com/app/html, has been restyled and improved, and further improvements and fixes have been made to the report and dashboard views in pure HTML.

You can now specify One to One, One to Many, Many to One, or Many to Many as cardinality on each join you define. For example, a project might have a budget, while having a one to many relationship to time entries. You don't want it to multiply out the budget for each time entry, so defining the One to Many join will ensure that the budget value is properly handled throughout the various report processing.

Retrieval of Zendesk comments should be much faster again. The Zendesk connection as a whole should be considerably more stable again now as well.

We've made several more major fixes and improvements to dashboard rendering in HTML, particularly around padding and rendering on tablet devices.

Text reports will now correctly render on HTML reports and dashboards.

When customizing a particular join, you can now choose the "Force Outer Join" option to ensure that the join behaves as a database outer join.

Posted on July 15, 2013 by James Boe

Loading of large database connection result sets should work much better now. In addition, you can now choose to copy the configuration of an existing database connection in the setup of a new one, helping for scenarios where you're pulling several different queries from a single database.

Posted on July 15, 2013 by James Boe

We've made a few changes to the flat file (Excel/CSV) upload to better support large CSV uploads, both at the client level and the server level.

Posted on July 08, 2013 by James Boe

While further improvements are still in the works, we've made considerable improvements on the pure HTML versions of our charts and dashboards to bring them to parity with the normal application versions. We're aiming to ultimately get the look and feel of the two variants as close as possible

Posted on July 08, 2013 by James Boe

We've upgraded a number of our internal libraries--shouldn't have any impact outside of fixing a few bugs here and there, but if you do encounter any issues, please let us know.

Posted on July 08, 2013 by James Boe

Pattern match filters now include a text entry box on the end user view. We've also added an "Auto Wild Card" setting which will change the filter to basically do a "contains" instead of searching for an exact match, equivalent to putting wildcard characters on either side of the pattern value. This is particular useful in combination with the "Report Runs Manually" option found in the general report properties.

Posted on July 08, 2013 by James Boe

From the Customize Joins window, configuration of joins on differing levels of composite data sources should now work quite a bit better, had a few bugs lurking in there.

Posted on July 08, 2013 by James Boe

When you go to pick a field for a new filter, you'll now get an improved autocomplete window instead of the typical dropdown box--we're looking to roll this model out across the rest of the application, but found that to be a useful starting point.

Posted on July 08, 2013 by James Boe

We've moved our connection to Zendesk to the new version of the Zendesk API, so please let us know if you encounter any issues with that.

Posted on July 08, 2013 by James Boe

Warnings around major issues with your reports in the report editor will now show up much more clearly at the top of the report with improved styling to make sure you notice them.

Posted on July 08, 2013 by James Boe

We've adjusted the report editor so that there is now a "Quick Actions" section on the upper right corner. From this section, you can take advantage of various quick actions to help you with report construction.

Posted on May 31, 2013 by James Boe

We've made a number of minor enhancements to improve the user experience of the dashboard editor. In particular, there is now a "Toggle Editor Controls" button to hide the various editor controls on the dashboard and help you see what the end dashboard will look like.

Posted on April 10, 2013 by James Boe

You can now add dashboards to your scheduled emails, included as PDF exports! When you set up a "Multi Report Delivery" through the Scheduling section of the application, you can add dashboards to the configuration.

Posted on April 10, 2013 by James Boe

Sometimes, you just need to be able to apply more transformations to your data sources to get the reports you want in Easy Insight. You can now build a report that generates one set of values, then add it to another report as an "add-on report" through the Additional Properties section of the report editor. This functionality dramatically expands the power of your reports, while making it easy to track down calculation or filter issues at any part of the process.

Posted on April 10, 2013 by James Boe

We've added a new Text report type to enable clear, readable reports for your end users such as the following:

We closed $5,073 in new business last week, a change of $1,058 from the prior week.

For more information and examples, check out the Text Report section of wiki.easy-insight.com!

Posted on March 24, 2013 by James Boe

Easy Insight is now listed on the Google Apps Marketplace! If you already have an Easy Insight account, installing from the marketplace will associate Easy Insight to your Google Apps account, enabling single sign on for your users.

Posted on March 18, 2013 by James Boe

You can now access a report via JSON for building custom interfaces on top of the data. When you click on Export on a report, you'll see a "JSON" option there which gives you the URL to use Authentication is basic auth, using either your Easy Insight username and password or your API key/secret key found under your Profile.

Posted on March 10, 2013 by James Boe

Have multiple users who should be receiving a slight variant of a few different reports? Now, you can simply set up data level security through the Personas section of your account to filter a certain user to only being able to see data matched to a particular Responsible Party, set of Projects, or anything else. From there, as you assign them to scheduled email reports, it'll automatically adjust the contents based on those filters for each email it sends out.

Posted on March 10, 2013 by James Boe

When you create a new multi value filter, the behavior will now instead present you with a list of checkbox options, as well as an "All" option, making it easier to have a set of "All" multi value filters that the end user on the report can use to quickly tweak and adjust.

Posted on March 10, 2013 by James Boe

We've made a number of look and feel changes that should modernize the overall appearance of dropdown boxes, and with that, the filters used on reports.

If you have two or more data sources, it can get a little confusing for end users to find the right report buried in the folder structure. To this end, you can now specify "Top Reports and Dashboards" through the Home page, creating a top level table above the data sources with the specified reports and dashboards as direct links.

Through the Account Skin option in the Account page, account administrators can now set up default chart colors that will automatically be applied to all new reports you create. We'll be adding a further option to retroactively apply these colors to existing reports in the near future.

We've reworked the look and feel of the base application to try and provide a cleaner interface, hopefully making them a little easier to find and navigate. As part of this change, the Home page now allows you to select and delete multiple reports or dashboards at the same time.