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Easy Insight integration

A cloud analytics and reporting platform that can power your business with real-time dashboards

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Connect Katana to Easy Insight for real-time analytics, customizable dashboards, and powerful reporting.


What is Easy Insight?

Easy Insight is a cloud-based analytics and reporting platform that helps you turn Katana data into real-time dashboards and actionable insights. With pre-built reports and flexible customization, you can track your sales, products, customers, and inventory at a glance.


Benefits of the integration

By connecting Easy Insight with Katana, you can:

  • Access pre-built dashboards – start with ready-to-use reports such as Product Analysis.

  • Create and customize reports – edit existing dashboards or build new ones using Katana data.

  • Perform advanced analysis – add custom calculations and metrics.

  • Use forecasting tools – each inventory connection includes two forecasting reports to help predict demand and stock needs.

  • Keep data up to date – refresh data manually or set up automatic scheduled syncs.


Connect Easy Insight to Katana

  1. Create an Easy Insight account (if you don't already have one)

  2. Select Katana as the connection

    • From the list of available connections, choose Katana.

      Easy Insight screenshot: Shows Katana in the list of connections

    • Click Authorize Access to allow Easy Insight to connect.

      Easy Insight screenshot: Authorize Access button for Katana

  3. Log in to Katana

    • Enter your Katana credentials to confirm the connection.

      Easy Insight screenshot: login screen for Katana

  4. Start syncing data

    • Once authorized, Easy Insight will begin importing your Katana data.

    • You can now start exploring reports, dashboards, and forecasts.


Important notes


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