Introducing lookup tables (part 2 of changes!)

Our newest functionality comes in the form of lookup tables, which allow you to augment your existing data with additional fields. Conceptually, you define a lookup table as adding one new field to a data source, based off of a value in an existing field. Let's build an example off of Highrise. For this example, we're going to build a Description field, based on Company name. We'll start by clicking the Lookup Table button on the My Data page, and filling in the information from there:

With these fields entered, clicking Save opens up the Lookup Table editor window. Here, we can fill in a Description for each Company in our Highrise implementation. This Description field now becomes available to us in the report editor, just as if the data was in Highrise itself. Using this functionality, you can extend any data source, greatly increasing the flexibility and range of your reports in Easy Insight.