Create Katana data reports using Easy Insight

We’re happy to inform you that our integration with the business intelligence tool Easy Insight has received a powerful update. Now you can gain better business insights by analyzing Katana data through customizable dashboards and reports.

Easy Insight’s integration with Katana helps you to:

• Make better business decisions by having a clearer understanding of your data
• Build automated, custom reports and dashboards of your business
• Visualize your data in a way that suits you best – charts, tables, calendars, etc.

What is Easy Insight?

Easy Insight is a cloud-based analytics tool that provides users with dashboards and reports that are easy to use.

The original Easy Insight integration with Katana allowed you to gather data on any area of your business with reporting templates such as:

• Revenue breakdown by customers, products, or product categories
• Order size and fulfillment time trends
• Monthly sales volume and count
• Average inventory demand and days of inventory in stock

Here’s what has been updated

With the recent changes to the Katana API and the additions to sales, product, and inventory reports, you can now use manufacturing order, product recipe, purchase order, and stock transfer data to set up custom analytics.

Of course, you can always take advantage of some of the pre-made report templates and customize them to fit your needs:

• Supplier performance overview – measure delivery times over multiple orders, which also gives you an overview of any outstanding orders per supplier
• Where-used report for BOM – see which materials or products are used throughout different BOMs.
• Inventory Movements – list all the stock transactions that certain items have had in the past. This report helps you to investigate stock history or provide you with ad hoc analysis of item usage
• Batch expiration – take a regular look at your current stock according to batch expiration and track the soon to be or already expiring stock
• New manufacturing insights – measure operation actuals over a set time

If you have questions about using Easy Insight, you can contact their team and ask for any help you may need to set up your reports according to your specific needs.

How to get started with Katana + Easy Insight?

It only takes a couple of clicks to connect Easy Insight to your Katana account quickly:

1. Create an Easy Insight account with their 14-day free trial by clicking here.
2. Choose Katana from the list of connections. Easy Insight will then ask you to grant access to Katana data.
3. Click Authorize Access, and you will be redirected to the Katana login page.
4. Enter your Katana login data.

As soon as your credentials are confirmed, Easy Insight will begin syncing your Katana data to analyze and build reports inside Easy Insight. Find more details in Katana Knowledge Base.

How to get access to the new reports if you already use Easy Insight integration?

If you’ve connected Easy Insight to your Katana account before, the only thing you need to do is reach out to the Easy Insight team, as you might need to reconnect your account to get access to new reports.

With this update, we hope you can get the most out of your data by visualizing any improvements that could be made. Feel free to contact us if you have any questions about our API or the Easy Insight integration.

Happy analyzing!