Easy Insight Features

Easy Insight

Drag. Drop. Done. Business Intelligence Made Easy.

4.83/5 (6 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

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Competitor Feature Comparison

Easy Insight Feature Reviews

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

McKay Salisbury

Basically any customized report is possible with Easy Insight.


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


The software is very customizable. You really can do all kinds of things to customize your reports that use your existing data.


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
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

Source: Capterra
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Sean Miller

Verified Reviewer

Excellent Reporting Tool


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.


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


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
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SAP HR/Payroll Consultant (Computer Software company, 51-200 employees)
Verified Reviewer

Good little reporting tool


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


Easy to use, works with a lot of applications.


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
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Pete Hayes

Verified Reviewer

A Must Have


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).


Support. Auto-report distribution.



Source: GetApp
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Zach Berke

Verified Reviewer

Easy Insight is Essential Glue + Analytics for SaaS


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


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


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
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