LOCATE Historical Reporting

You can use Easy Insight to easily create historical reports across your customers, orders, and purchases. You can initially connect Easy Insight to your LOCATE data to pull over everything into a data lake that will preserve your valuable history and ensure that you don't lose anything in the transition to a new inventory system, while still enabling seamless reporting in combination with that new inventory system.

The first step is to connect Easy Insight to your LOCATE data. Next, connect Easy Insight to your new inventory system, whether it's DEAR, Cin7, Unleashed, Finale, or Katana.

Once both systems are connected, you can click on 'Create Dashboard' to automatically combine the two sources into a single consolidated source joining your historical data across the two systems:

With the consolidated dashboard, you can look at order history across the two systems:

You can track sales by SKU across the two systems:

You can look at customer lifetime value and other customer history:

From any of these reports, you can drill into line level details across both systems: