Easy Insight Posts
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Dashboard Filter Disables, Drillthrough Configuration, and Xero Updates!
For this blog post, with improvements to dashboard filtering, drillthrough configuration options, warnings on drillthroughs and more Xero fields!
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Migration Tools, Dashboard Links, and more!
To kick off the new year, we have several new updates around helping you to copy data into a new inventory system, pull over historical sales data, update your CRM with links to Easy Insight dashboards, and more!
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Shipping and Channel Costs, Field Documentation, and more!
For this month, we’ve added options to pull in shipping and channel fee costs for net profit reporting, we’ve added inline field documentation, and more!
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Bulk Field Edit, Percentage of Total on Tree Reports, New DEAR Fields, and more!
For this month, bulk field editing, percentages of total on tree reports, new DEAR and Katana fields, and more.
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Cin7/DEAR Excellence in Innovation Technology Award
We’re proud to have won the 2022 award for Cin7/DEAR Excellence in Innovation Technology!
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Webinar Recordings, Connections to Etsy and Square, and Multi Field Choice Filter Improvements
For this month, we’ve got webinar recordings, new connections to Etsy and Square, and improvements to multi field choice filters!
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Default Folder Tags, New DEAR Fields and Webinar, and more!
For this month, we’ve got default folder tags on several of our connections, new DEAR fields, and more!
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More Conditional Formatting, Cascading Tree Changes, and more!
For this month, we’ve got new conditional formatting options, improvements to cascading tree reports, new DEAR fields, and more!
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Export to Google Sheets, Dashboard Changes, and more!
For this month, we’ve got export to Google Sheets, a dashboard table of contents, and more!
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Easy Insight User Interface Changes
We’ve made several changes to help improve the Easy Insight user interface!
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Amazon SellerCentral Updates, Katana Documentation and Operators, Cin7 Changes
We’ve made a wide ranges of changes and improvements to the Amazon SellerCentral connection, added documentation and operators for Katana, added serial numbers, adjustments, and stock transfers for Cin7, and more!
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LOCATE Migrations, Katana Webinar, Prebuilt Updates, Dashboard Editor Search, Multi Source Joins
Migrating off of LOCATE? We’ve added a variety of integrations to help you get your data into new systems. We’ve also added a recording of our Katana webinar, ongoing updates to prebuilt dashboards, a search for reports in the dashboard editor, and a new join option.
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Goals, Katana Recipes and Manufacturing, Drillthrough Changes, and more!
We’ve added a first version of goals, recipes and manufacturing to our Katana integration, and enhancements to drillthroughs.
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Katana Purchase Orders, Auto Combined Dashboard Changes, and More Fields!
We’ve improved our auto combined dashboard for e-commerce and inventory fulfillment, we’ve added purchase orders to Katana, we’ve added field to other connections, and more!
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Interface Changes, DEAR Margin Reports, Katana Maps, and more!
We’ve updated everyone to our new, cleaner interface. We’ve added data and reports to help you analyze your margins in DEAR. We’ve added location data in Katana so that you can build maps of your customers. And more!
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Katana Connection Changes, Find Field, More Audit Logging, Connection Fields
Our Katana connection is now available to all Katana users, added a way to find a field containing certain values, added more data source audit logging, and added more fields to connections!
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Product Assembly Reports, New Connections to BigCommerce, NewEgg, and Unleashed, Change Logs
We’ve added new connections to BigCommerce, NewEgg, and Unleashed Inventory. We’ve added the option to leave notes with your report and dashboard saves. We’ve also made numerous enhancements to other connections.
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UI Improvements, Katana Dashboard Updates, Stacked Column Chart Tweaks
We’ve made some general interface updates, improved dashboard display on small screens, updated the Katana prebuilt dashboard to include inventory, added some new options for stacked column charts, and more!
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ShipStation, NiceReply, QuickBooks Time and more!
You can now connect Easy Insight to ShipStation, NiceReply, QuickBooks Time, and Freshworks CRM! We’ve also added in more data from Shopify and DEAR, added real time refreshes for LOCATE sales orders, and made fixes to the Zendesk connection.
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Zapier, Snapshot Data Sources, Real Time Katana Reports, Quickbase User Tokens
You can now connect Zapier to Easy Insight, track historical snapshots of your data, do real time reports on Katana, and use user tokens with Quickbase.
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Amazon Seller Central, 100% Height Stacked Column Charts, and Xero Budgets
You can now connect to Amazon Seller Central, create 100% height stacked column charts, and report on Xero budgets.
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Katana Changes, Dashboard Styles, and Sankey Diagrams
We have a variety of smaller improvements to kick off April.
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Single View of the Customer
We have a tutorial around creating a single view of the customer or project and new dashboard options!
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New Connection to Katana
We have a new connection to Katana, improvements to federated data sources, and performance enhancements for this week!
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Shopify, New FreshBooks, QuickBooks Online, Agile CRM, and more!
We have a variety of new connections and new prebuilt dashboards for this week’s update.
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Parameter Queries and Connection Tweaks
Have a complex database query that you want to run live with parameters from your report? We’ve added live query parameters as a new type of database connection as well as making some small tweaks to other connections.
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Report Tooltips, Teamwork Refresh Improvements, and more!
You can now set up tooltips to help explain what a particular field in a report does to your users, Teamwork refreshes should run much faster, and more!
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Reorganized Videos and Webinar Recordings
We’ve restructured our screencasts page to help you more easily find what you’re looking for and we’ve added our webinar recordings to the page.
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Diagram, Date Range Filter, and Table Cell Styling Improvements
For this week, we’ve got improvements to diagrams, new functionality for date range filters, and new ways to style table cells in reports.
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Copy Scheduled Reports, Security Changes, and Connection Improvements
For this week, we’ve added a way to copy scheduled report configurations, a couple of changes to account security, and improvements to several connections.
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Improvements to combining data sources
We have several major changes to combined data sources for this week, helping you to more easily create reports and dashboards across different data sources.
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Email filters and webinar recordings
Want to customize the filters used when sending out a report email? We’ve added functionality to let you customize filters as part of email setup. We also have recordings from the four webinars we did last month.
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Creating Reports Webinar, Connections to Acuity Scheduling and Less Annoying CRM
We’ve made our Creating Reports webinar recording available and added connections to Acuity Scheduling and Less Annoying CRM.
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PDF Enhancements and Duration Formatting
We’ve overhauled our PDF rendering and added new options for formatting durations!
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Dark Modes and Other Look and Feel Improvements
Create dashboards with dark backgrounds, import predefined account skins into your account, and more!
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Concatenate Values and Gantt Enhancements
Easily combine multiple values into a single cell and color your Gantt charts.
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New Tutorial Videos
We’ve added nine new tutorial videos to help you get more out of Easy Insight!
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Zoom Connection
We’ve added a new Zoom connection to provide reports and dashboards on meetings and webinars.
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Click to Focus, Data Exploration, Date Joins, and more!
We’ve got a mix of improvements to kick March off, with dashboard editor improvements, click to focus in dashboards, viewer data exploration, and easier date joins.
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Gantt Rework
For this week, we have an overhauled Gantt report!
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Formstack, Chart Styling, Repeat Grids in Dashboards
For this week, we have a connection to Formstack, new chart styling options, and the option to repeat grids in addition to reports within dashboards.
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Dark Dashboard Backgrounds, SAML SSO, QuickBooks Online
We’re starting the new year with dark dashboard backgrounds, SAML single sign on support, and a connection to QuickBooks Online!
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More Dashboard Editor Improvements, Chart Formatting, Two Way Calendars
We’ve got more dashboard editor improvements, chart formatting enhancements, two way calendar reports, fixes to the Jira connection, and more!.
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Dashboard Editor Rework
Now, with Easy Insight’s dashboard editor, you can drag and drop reports into your dashboards, reposition reports within you dashboard, undo and redo changes, and more.
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Tree Maps, Trello Card Completion, Dashboard Auto Refresh, and Field Documentation
We’ve added tree maps as a new report type, improved Trello configuration, added the ability to display your dashboards on a TV platform, and started adding field documentation for data sources.
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Scripting auto complete and warnings
It’s easier than ever to create custom fields or apply conditional formatting with our new changes to support auto complete and warnings.
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Auto Complete Filters, FTP/SFTP Source Refresh, Excel Sheet Selection, Teamwork milestone and comment edits, and Basecamp schedule events!
We’ve added several new changes for this week. You can create auto complete filters, refresh your flat file data sources from FTP or SFTP sites, and email dashboards as inline HTML.
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Chart Trends, Merge Dashboard, and Fiscal Quarter Reporting
You can now easily add historical averages to your charts to help understand trends in performance, merge one dashboard into another, and report on fiscal quarters just like you’d report on normal quarters of the year.
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Persona Enhancements
You can now use personas to define custom sets of top reports and dashboards. You can also use them as templates to simplify the creation of new users.
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New Dashboard Layout and API Updates
We’ve added a new dashboard layout option and API updates!
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Freshsales, Teamwork Desk, and Teamwork CRM Connections
We’ve added new connections to Freshsales, Teamwork Desk, and Teamwork CRM!
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PipelineDeals Connection and User List Improvements
We’ve added a new connection to PipelineDeals and improved the user list to help you manage larger number of users in your account.
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Mobile and Report Improvements
We’ve been working to improve the mobile user experience for Easy Insight. We’ve also added multiple measure stacked column charts and dynamic column trees.
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Asana and Pivotal Tracker Updates
We’ve got a couple of quick additions to Asana and Pivotal Tracker for this week!
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Auto Parsed Custom Fields
Easy Insight can now automatically detect custom fields that can be parsed out of your data!
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Two Way Edit Documentation
We’ve made a significant number of updates to our two way edit documentation!
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Highrise, Hubspot, and Trello Two Way Edits
Want to quickly update data in your Highrise, Hubspot, or Trello connection? You can now set up two way connections to make changes right from your reports!
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Real Time Reporting
For many of our connection types, you can now enable real time reporting instead of having to wait on a nightly refresh!
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My Data Filters
You can now give your users a ‘My Data’ option to let them automatically filter reports and dashboards down to their particular tasks, deals, or tickets, while still allowing them to see other data.
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Data Source Custom Fields
You can now extend your connections with even more powerful custom fields. For example, you could add a Project Category to your Projects or match your support users up to customer records in your CRM system.
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Navigation Sidebar
We’ve added a new navigation sidebar to make it easier to navigate your way through Easy Insight.
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Repeating Dashboard Reports
Want to show a bar chart for each sales rep, a bullet chart for each project, or a gauge for each support group?
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Email Dashboard as PNG
We’ve added new functionality around emailing dashboards as PNGs!
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New Connections to Everhour and Survey Monkey
We’ve added new connections to Everhour and SurveyMonkey!
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Tweaks and Changes for May
As we finish up our GDPR work, we’ve also found time to make some further improvements as well.
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Custom User Data Sources
We’re excited to announce the release of our first major update of 2018. You can now create custom user data sources in Easy Insight! These data sources allow you to seamlessly add or edit data right from your reports. Manage your sales goals right inside of Easy Insight instead of maintaining separate spreadsheets. Extend your project management tool with new fields on projects or tasks. These new sources also allow for more flexible incremental updates from Excel/CSV files, taking and restoring snapshots of older data, setting up true foreign keys to other data sources, setting required fields, and much, much more!
You can create new custom user sources from the Connections page, as well as converting existing flat file (Excel/CSV) data sources and adding new user sources in the same way as you would’ve done a lookup table before. For more information, we have documentation at https://www.easy-insight.com/docs/data_sources/user-data-sources.html and an introduction video at https://youtu.be/ytjEiA8UyNw
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ClickUp Reports and Dashboards
We’ve rolled out a new connection to ClickUp to help you extend your project management reporting.
This connection includes prebuilt reports around workload, completed work, and more in a variety of tables and charts. Beyond the prebuilt reports, you can create your own rich custom reports on your ClickUp data as well.
You can check out an intro video at https://www.youtube.com/watch?v=An0wYqTatYc to give you an introduction to Easy Insight and ClickUp. Enjoy!
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Dashboard Style Improvements
Looking to polish the appearance of your dashboards? We’ve added a few new options with dashboard tab styles, pulling page filters up to the top of the dashboard, showing help sections for each report on the dashboard, and font family customization.
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Project Users and Personas
We’ve added the connection between projects and users for several of our project management integrations: Basecamp (2 and 3), Trello, Teamwork, and Asana. We’ve also made it easy to take advantage of that new data and configure your users to only see their particular data with a couple of clicks.
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Process Dashboards
Are you a design firm, tracking projects from kickoff through client approvals through launch? Do you manage solar installations, from order through installation? Our new process dashboard in Easy Insight takes advantage of common tasks or cards across your project management system and makes it easy to visualize what’s happening and what’s happened, all in a couple of clicks.
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Better Script Highlighting and New Account Options
We’ve made several new improvements to the script highlighting for custom fields and added two new account flags to help simplify the interface for your users.
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Preserve Filters and Pages on Dashboards
We’ve added three new options to customize your dashboards: Users can preserve the settings of filters and page locations on dashboards, viewers can be disabled from refreshing the data source, and reports can have Help sections.
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Benchmark Reports, Trello Custom Fields, Sequence Improvements
We’ve added a new Benchmark report type, Trello custom field reporting, and Run Now for sequences!
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Freshdesk SLA Reporting, Testing Joins, Hubspot Connection
We’ve got steps for adding Freshdesk SLA tracking to your reporting, a new way to make sure your joins are correctly defined, and a new connection to Hubspot!
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Connection Improvements, Performance Tweaks, Dashboard Versioning, and More!
We have a large number of smaller changes for this week–improvements to the Basecamp, Teamwork, and Zendesk connections, performance improvements to resource allocation reporting, dashboard version history, and more!
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Gantt Improvements
We’ve often had requests for more sophisticated Gantt charts, so we’ve made several new major improvements to them!
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Filter Improvements and Hierarchy Diagrams
We’ve added several useful enhancement to multi value filters and reworked hierarchy diagrams to make them considerably more useful.
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Report Editor Drillthroughs, Scripting Function Links
From the report editor, you can now click directly into drillthroughs. We’ve also added direct links to the documentation from functions in the field editor.
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Calendar Reports, SurveyGizmo Advanced Question Types
We’ve got a new Calendar report type and some SurveyGizmo improvements!
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Tick Connection
If you use Tick for time tracking on your Basecamp, Trello, or Asana data, you can now connect it to Easy Insight and create reports combining your project management data with your time tracking data!
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Teamwork Invoices and Expenses, Easier Map Creation
We’ve added Invoices and Expenses to our Teamwork connection. We’ve also made heat and marker maps easier to create using postal codes.
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New Report Type Selector
We’ve improved the report type selector so that you can more easily see the different types of reports available to you in Easy Insight.
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Trello Date Completed
If you want to report on the newly added “Marking Card as Done” functionality in Trello, those fields are now available in Easy Insight!
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Simple Report Editor
You can now use a simplified version of the report editor if you want to throw together a quick report!
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Creating and Editing Reports Within a Dashboard
You can now create and edit reports right as you build a dashboard! This change should make it easier for you to quickly create dashboards.
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Report Version History and Account Time
As you save new versions of reports, you can now view and revert to previous versions. You can also now configure your account to display either 12 or 24 hour time.
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Date Filter Levels
One quick improvement to announce this week! You can now click on the filter label of your Year/Quarter/Month range filters and change the filter level in the end user view of your report or dashboard.
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Basecamp 3, Xero, Dashboard Distribution, and Updated Documentation
This month, we’ve got our integration to Basecamp 3, a beta connection to Xero, dashboard distribution, and updated documentation!
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Better Dashboard Report Selection
When you click on “Choose a Report” while building a dashboard, you’ll get a new screen to make finding the report you want easier:
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Sequences, Rolling Filter Improvements, Dashboard Drillthroughs, Locales
We’ve got a few changes to walk through this week, including a way to schedule multiple refreshes and emails in a single sequence, new rolling filter options, drillthroughs into dashboards, and more
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Easier Custom Sorting
Want to sort the values of a field in something other than alphanumeric order? It’s now much easier!
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Connection Improvements to Trello, Freshdesk, Quickbase, and more!
Our update this last weekend included improvements to Trello, Freshdesk, Quickbase, Google Analytics, and Zendesk.
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Report Editor Improvements
We’ve made a few small but helpful improvements to the report editor. When you click on a date field in the report fields section, it’ll now show you which date level that date is at. The menu for groupings now includes an “Exclude Empty” option to automatically create a filter excluding rows with no value. And finally, we’ve added a simple highlighted version of formulas in custom fields to help you better see what’s going on in your calculations. Enjoy!
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Color Lookup Tables
Want a consistent color applied across your reports for a particular sales rep, project, or any other field in your data sources? You can now create lookup tables specifying a color as opposed to a value.
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Date Filter Improvements
You can now set up absolute and range date filters to use a rolling date range so that as the date changes, the default dates on those filters change.
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PDF Improvements
You can now customize your PDF exports in a few ways. You can configure Portrait or Landscape, margins, and a general font size adjustment.
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Dashboard Report Header Customization
You can now customize dashboard report headers in a few new ways!
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Data Discovery, Filter Improvements
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.
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Performance Changes, Pipedrive Fixes
We’ve made several changes that should significantly speed up your Easy Insight experience.
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More Interactive Dashboards, Asana/Teamwork Dashboards
You can now toggle a "Dynamic Filter" option for dashboard pages.
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Insightly, Trello, Infusionsoft Improvements
We've made a few connection improvements over the last week:
Trello:
- Archived cards now appear in your Trello data source.
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Multi Factor Authentication, Asana/Pipedrive Connections
You can now enable multi factor authentication on your Easy Insight account to further enhance your account security.
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User Imports and Multi Page Dashboard PDFs
We've added an easy way to add users directly from your connection.
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New Google Analytics Connection, Insightly, Smartsheet, Teamwork Tweaks, Chart Improvements
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.
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Insightly Enhancements, Better Flat File Uploads
We’ve added Contact/Organization Owner, Opportunity History, Emails, and a couple of pre-combined Activity and Party sources to our Insightly connection.
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Report Types and new UI Fixes
We’ve kept up steady fixes and tweaks to the new user interface.
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New UI Update, Trello Card Closed Dates, Smartsheet Row ID/Row Count
We’ve been steadily working through fixing any remaining issues with the new version of the user interface.
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New user interface for report and dashboard editing
We’ve begun the process of gradually rolling out our new user interface for creating and modifying reports and dashboards.
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Little changes and fixes while we keep working on the next major version of Easy Insight...
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:
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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 -
Major internal architecture changes
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.
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Improved field edit window and grid view of data sources
We’ve made a couple of notable changes over the last week.
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PDF/PNG Enhancements, Dashboard Editor Improvements, Top Reports/Dashboards
We’ve reworked our PDF and PNG report exports to make them look just like they do on the browser.
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New Getting Started Actions
We’ve added a couple of “Getting Started” actions to the Home screens on both HTML5 and full interfaces.
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New look and feel and Report Editor updates!
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.
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Zendesk and Freshdesk fields, report types, month to month and week to week filters
We have a whole array of changes to talk about this time!
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First, on the ticket reporting side, we’ve added new fields showing the # of times responsibility has passed to agent and to customer. -
New Screencasts
We’ve added new screencasts to help with getting started with Easy Insight.
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HTML5 Optimizations
We’ve gone through and made a number of optimizations for load time of the various files used by the HTML5 interface.
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Usability and Aesthetic Improvements, Quarter to Quater Filters
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.
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Donut Ratio on Pie Charts
You can configure “Donut Ratio” through Additional Configuration on pie charts to switch the pie charts over to a donut chart.
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Default grouping, date, and measure alignments on list, summary, and tree reports
You can now configure default alignments on list, summary, and tree reports through Additional Configuration specific to groupings, dates, and measures.
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Basecamp Comments
We’re now pulling over Comments from Basecamp (in addition to Basecamp Classic).
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Chart fixes, IE9 fixes, and documention updates
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.
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Fixes and Connection Improvements
We’ve fixed a number of issues with HTML multi value filters, particularly with those linked to parent filters.
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Internal Architecture Changes
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.
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Gauge Improvements, Summary Report Fixes
You can now specify fields for a dynamic maximum value and dynamic alert points on guage reports.
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New styling and improvements for the new HTML5 Interface
We’ve added a number of improvements as far as both look and feel and functionality to the HTML5 interface.
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Internationalization Improvements
We’ve added a couple of internationalization improvements.
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Conditional Formatting Documentation
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.
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Home page changes
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.
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Application Help, Rolling Filter Options, Styling Configuration, Solve360 Fixes
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).
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HTML5 Report Improvements, Insightly and Solve360 Fixes, PDF Export Improvements
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.
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Insightly, Solve360, Zendesk fixes
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.
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Warnings around common report issues
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.
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Summary Report Improvements
We’ve overhauled Summary reports to be much faster in loading, as well as considerably more configurable.
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Internal architecture improvements
We’ve made a number of significant internal architectural improvements with this latest update that should result in generally faster, more responsive screens.
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Beta version of new connections
We’re still making tweaks and putting together the prebuilt reports, but we’ve added connections to Infusionsoft, Zapier, Smartsheet, and Kashoo.
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Zendesk Comment Retrieval
Retrieval of Zendesk comments should be much faster again.
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Send Report or Dashboard by URL
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.
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Join Cardinality
You can now specify One to One, One to Many, Many to One, or Many to Many as cardinality on each join you define.
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HTML View Improvements
The pure HTML version of Easy Insight, https://www.
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Text reports in HTML
Text reports will now correctly render on HTML reports and dashboards.
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Force Outer Join
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.
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Dashboard HTML fixes
We’ve made several more major fixes and improvements to dashboard rendering in HTML, particularly around padding and rendering on tablet devices.
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Flat file upload performance improvements
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.
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Database connection improvements
Loading of large database connection result sets should work much better now.
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Zendesk internal API change
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.
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Report Editor Warnings
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.
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Quick Actions on Report Editor
We’ve adjusted the report editor so that there is now a “Quick Actions” section on the upper right corner.
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Pattern Match Filter Enhancements
Pattern match filters now include a text entry box on the end user view.
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New Filter Usability Improvement
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.
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Internal Libraries Upgrade
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.
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HTML Chart and Dashboard Improvements
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.
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Customize Joins fixes
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.
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Dashboard Editor Improvements
We’ve made a number of minor enhancements to improve the user experience of the dashboard editor.
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Text Reports
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.
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Dashboard Delivery
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.
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Add-on Reports
Sometimes, you just need to be able to apply more transformations to your data sources to get the reports you want in Easy Insight.
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Google Apps Integration
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.
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Report JSON Access
You can now access a report via JSON for building custom interfaces on top of the data.
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New Dashboards for Basecamp, Highrise, and Pivotal Tracker
There are now new prebuilt dashboards for Basecamp, Highrise, and Pivotal Tracker.
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Multi Value Filter Enhancements
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.
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Filter and Dropdown Box Look and Feel
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.
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Data Level Security on Emailed Reports
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.
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Top Reports and Dashboards
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.
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Line Chart Trend Lines
You can now add trend lines to line charts.
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Dashboard PDF Export
Dashboard export to PDF has been dramatically improved.
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Crosstab Color Customization
The header and summary colors are now customizable on crosstab reports, so that you can change things over from the existing dark grays.
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Basecamp Project URL
The Project URL field on the Basecamp data source should now populate with the correct value.
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Priority on Pivotal Tracker
We’ve added the Priority field to Pivotal Tracker, pulling in story priority based on how you have the stories ordered.
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Google Analytics Connection Scalability
The Google Analytics connection should now hold up much better when reporting against larger data sets, particularly those spanning multiple accounts.
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Default Look and Feel Configuration
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.
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Chart Improvements
We’ve made a number of chart improvements.
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Look and Feel Changes
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.
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Tree/Summary Report Rework
We’ve reworked the internals of Tree and Summary reports to correctly recalculate calculations and conditional formatting on the upper levels of the tree and summary.
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Labels on Charts
We’ve added the ability to make customizable, styleable labels always display on Column, Bar, Stacked Column, Stacked Bar, and Bubble charts.
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Email Delivery to Groups
We’ve added a way to greatly simplify your email delivery setup.
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Conditionals In Calculations
title: “Conditionals in calculations” author: “James Boe” — We’ve added conditional expressions to calculations so that you can now do:
if ([Revenue] > 500, “X”, “Y”)
or
if ([Revenue] >= 500, colortext([Revenue], “#009900”))
or so on! This syntax should be much cleaner than the previous greaterthan/lessthan/equalto that you had to use.
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YouTrack Connection
We’ve added a new connection to YouTrack (http://www.
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Scheduling Improvements
First, the Scheduling page has been reworked to make it easier to delete multiple scheduled activities (refreshes and report deliveries) at the same time.
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Multi Currency Support
We now support multi currencies in a single report! As an example, you can combine multiple Highrise deals in different currencies into a single total deal value with the appropriate conversions.
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Insightly Connection
We’ve added a new connection to Insightly (http://www.
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FreshBooks Improvements
We’ve made several improvements to FreshBooks in the last couple of weeks.
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Customized Rolling Filters
You can now create customized rolling filter ranges.
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Wufoo Connection
We’ve added a new connection to Wufoo to support reporting on your survey data.
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Report Delivery History
You can now pull up the history of a report or multiple report delivery by opening up the delivery configuration on the Scheduling page (click the Edit icon) and clicking on the History button.
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Project Creation Date on Basecamp
The new version of Basecamp will now show Project Creation Date as an available field.
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Added folders for organizing your reports and dashboards
You can now create custom folders on a given data source for organizing your reports and dashboards, using the New Folder and Manage Folders buttons.
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Added Comments to Zendesk reporting
Comments are now available within your Zendesk data source, making it easier to track how many communications are taking place for a given ticket and drive further improvements to having an efficient, responsive help desk.
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