This section provides specific tips and tricks around building reports on your Lightspeed data. You can find our general guidance on building your own reports under Report Basics.

Easy Insight pulls over most of Lightspeed's data at this point, so when you're creating your own report, it can be a little overwhelming when you do Choose Field. Since the Lightspeed connection has a huge number of folder and fields, it can be helpful to use the tag toggles when choosing a field. For example, if you click on Sales, it'll filter down to the folders related to sales.

The Line Fields folder is one of the most important to be aware of. The fields in this folder wrap up a lot of complicated logic in order to provide you with accurate reporting on COGS, gross profit, and more. These fields contain your sales and refund data as well as any historical sales data you've uploaded.

Here are some of the other most useful folders to be aware of:

Consignments contains information about your purchases and stock takes.
Inventory contains your current inventory level data.
Outlet contains your various outlet data.
Products contain your SKU data.
Users contains your users for use in tasks like reporting on sales by user.

When building reports, you can add fields from different folders and Easy Insight will automatically connect the data. For example, you might add Outlet Name and Line Total to show the total sales by outlet.

As a first example, if you want to set up a table of product name, total sales, gross profit, and available quantity filtered by product category and sale date, you would do the following:

First, Choose Field and select Products -> Name.
Choose field again and select Line Fields -> Line Total.
Choose field again and select Line Fields-> Line Gross Profit.
Choose field again and select Inventory -> Inventory Level.
Click on Create Filter, choose Products Categories -> Name, and choose Multi Value to have a list of categories you can select from.
Click on Create Filter, choose Line Fields -> Line Order Date, choose Absolute, then choose the date range you want to filter on.

If you want to adjust a particular field, you can click on the green field dropdown and do Edit the Field to adjust properties. For example, you could rename Line Gross Profit to just GP through the field editor. You could also change it to include cents in the display by changing the Maximum and Minimum decimal points in the field editor.

You can save your report with the Save button in the upper left of the report editor. Once saved, the report will appear in the report list under your Lightspeed data source.

You can create a wide range of other possible reports in Easy Insight beyond simple lists. If you click on the List button in the report editor, it will pull up the list of possible reports you can use.

Examples of what you might create include:

For more information on report types, see Report Types.

For more information on filtering, see Filter Basics.

Easy Insight has rich capabilities around creating custom calculations. Custom calculations might include:

Gross or net margin percentages
Calculate durations between two dates, like purchase order date and purchase order fully received at
Calculate days of stock based on average sales demand per day
Calculate the buildable quantity of a SKU based on current availability levels of its components

For more information on creating custom fields, see Scripting.