Easy Insight Features

Easy Insight

Drag. Drop. Done. Business Intelligence Made Easy.

4.86/5 (7 reviews)

Easy Insight Feature Summary

  • Effortlessly integrate data from a wide variety of systems
  • Design clear, concise, and stylish reports in a few clicks
  • Get the reports and dashboards you need without involving IT
  • Schedule recurring emails of your customized reports
  • Take advantage of prebuilt reports and dashboards on demand
  • Embed your reports and dashboards into external sites
  • Connect instantly and get building, no need to talk to sales
  • Extract data from spreadsheets, databases, and APIs

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Charting
Collaboration Tools
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Extraction
Data Import/Export
Data Synchronization
Data Transformation
Data Visualization
Drag & Drop
Forecasting
Key Performance Indicators
Metadata Management
Mobile Access
Multiple Data Sources
Performance Management
Performance Metrics
Profitability Analysis
Project Management
Publishing / Sharing
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Reports
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Data Preparation
Single Sign On
Status Tracking
Strategic Planning
Third Party Integrations
Trend / Problem Indicators
Trend Analysis
Visual Analytics
Visual Discovery
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Charting
Collaboration Tools
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Extraction
Data Import/Export
Data Synchronization
Data Transformation
Data Visualization
Drag & Drop
Forecasting
Key Performance Indicators
Metadata Management
Mobile Access
Multiple Data Sources
Performance Management
Performance Metrics
Profitability Analysis
Project Management
Publishing / Sharing
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Reports
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Data Preparation
Single Sign On
Status Tracking
Strategic Planning
Third Party Integrations
Trend / Problem Indicators
Trend Analysis
Visual Analytics
Visual Discovery
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
Benchmarking
Charting
Collaboration Tools
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Extraction
Data Import/Export
Data Synchronization
Data Transformation
Data Visualization
Drag & Drop
Forecasting
Key Performance Indicators
Metadata Management
Mobile Access
Multiple Data Sources
Performance Management
Performance Metrics
Profitability Analysis
Project Management
Publishing / Sharing
Real Time Analytics
Real Time Data
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Sales Reports
Scheduled / Automated Reports
Scorecards
Search/Filter
Self Service Data Preparation
Single Sign On
Status Tracking
Strategic Planning
Third Party Integrations
Trend / Problem Indicators
Trend Analysis
Visual Analytics
Visual Discovery
Visit WebsiteCompare App

Easy Insight Feature Reviews

6 reviewers had the following to say about Easy Insight's features:

McKay S.

Basically any customized report is possible with Easy Insight.

2017-08-08

Knowing exactly what was going on in our business and being able to pull exactly the data we want.

Pros

It really helps you to watch key metrics that are important in your business.

Cons

The reports can be difficult to create and sometimes you run into issues when combining data from multiple databases.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Sean M.

Verified Reviewer

Excellent Reporting Tool

2014-06-04

They will automatically import data from your CRM and allow you to automate them so that they email themselves to your managers and execs at any time on any day.

Pros

Easy insight is a very powerful and flexible tool; your ability to create specialized reports is only limited by your imagination.

Cons

Really I haven't had any problems with it my bosses and I are very happy. Whenever I've run into a problem or couldn't figure something out the staff is very responsive so issues get addressed very quickly.

Source: GetApp
0 of 1 people found this review helpful
Helpful?   Yes   No
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Zach B.

Verified Reviewer

Easy Insight is Essential Glue + Analytics for SaaS

2014-06-20

EI provides essential business metrics for us, and allows us to expose some otherwise hidden data to our customers.

Pros

Supports lots of services and when combined with ZAPier can support just about anything with an API. James provides great personalized support.

Cons

Some bugs, but have always been worked out promptly when requested. UI could be friendlier but it does the trick once you figure it out.

Source: GetApp
Helpful?   Yes   No
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Anonymous
SAP HR/Payroll Consultant (Computer Software company, 51-200 employees)
Verified Reviewer

Good little reporting tool

2014-06-19

It is fairly easy to use and allows you to schedule reports to be sent to you automatically, which is a big time saver!

Pros

Easy to use, works with a lot of applications.

Cons

Doesn't have a lot of user documentation so for a non-techy user it may require contacting the help desk for help on writing requirements.

Source: GetApp
Helpful?   Yes   No
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Pete H.

Verified Reviewer

A Must Have

2014-06-19

This week, I wanted to report on the status of our sales funnel...and I had the PPT slides built in 10 minutes because the data was already waiting for me in an Easy Insight report (counts of leads in what stages of the funnel).

Pros

Support. Auto-report distribution.

Cons

None

Source: GetApp
0 of 1 people found this review helpful
Helpful?   Yes   No
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Conrad R.

The only BI tool for operations

2021-04-27

The platform is easy to get onto!

Pros

Our clients now have tools that allow them to get the data they need from the sources that matter.

Cons

No other BI platform understands how to pre-structure data in the way that Easy Insight does.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more