If your business uses multiple Cin7 Core accounts, you can use Easy Insight to report across the multiple accounts. For example, you might have one Cin7 Core for your production in China and a second Cin7 Core for your sales in North America. Alternatively, you might have one Cin7 Core for sales in Australia, a second for sales in the European Union, and a third for sales in the United Kingdom. Whatever the scenario, Easy Insight offers options for combining the data.
There are two main ways you can implement handling for two or more Cin7 Cores:
First, you can combine the two as what Easy Insight considers to be 'different' data source types. If you're using one Cin7 Core for manufacturing and the other for sales, this scenario might be the way to go. You can easily set up reports on the individual systems, then combine where you need to by joining on SKU for looking at sales vs. production across the two Cin7 Cores.
The second approach is to combine the two as what Easy Insight considers to be 'similar' data sources types. If you're tracking sales across the multiple Cin7 Core instances, this is the way to go. You can easily update your standard prebuilt templates to across the multiple data sources and automatically roll up the data. If you need to apply a certain currency conversion on all but one of the Cin7 Cores involved, you can do that.
Regardless of the approach chosen, the first step is to connect Easy Insight to all of your Cin7 Core instances. And regardless of approach, we strongly recommend renaming each Cin7 Core data source to something distinct before you try to combine them. You can rename data sources by going to the data source page for the Cin7 Core data source, going to Configuration, clicking on Data Source Properties, and changing the data source name.
If you want to combine as different data sources, go to Connections and choose Combine Sources. Choose Combine Different Sources, then add each Cin7 Core in the list of data sources. You can optionally create a join between the two by SKU as the most common way of combining the two Cin7 Core systems.
After you click Create, it'll generate the combined data source for you. From there, you can start setting up reports pulling in from the different Cin7 Core systems as their own folders in the report editor.
If you want to combine as similar data sources, go to Connections and choose Combine Sources. Choose Similar Sources and choose one of the Cin7 Core systems as your starting point. Add the other Cin7 Core sources after being prompted. You have the option to add a data source field for identifying which Cin7 Core's data is which--we recommend populating this field with something like 'Cin7 Core Instance Name' and putting in a value for each Cin7 Core to help you in breaking out your reporting.
After creating the federated data source, you can go to Suggestions and do Copy Dashboards. Choose one of your Cin7 Cores and it'll copy the prebuilt dashboard in from that source to your new federated source so that you can get up and running with template reports.
