Reporting & Admin
Data Explorer
Run saved queries and explore business data.
5 min readData Explorer
Overview
Data Explorer lets authorized users query business tables, explore columns, and run saved queries—power user reporting beyond fixed report screens.
How to access
Data Explorer (
/data-explorer) from the main menuEnable/disable toggle: Settings → Integrations → Data Explorer (admin).
What you can do today
- Browse available tables exposed by API.
- Inspect column metadata per table.
- Run queries with filters (UI varies by version—table picker + conditions).
- Admin can enable/disable feature for the business under Integrations.
Requires
reports:view permission (menu visibility).Prerequisites
- Data Explorer enabled under Settings → Integrations.
reports:view(or admin) permission.- Understanding of your data model—queries can return large result sets.
Step-by-step
Enable (admin)
- Settings → Integrations → Data Explorer.
- Turn Enabled on → Save.
Run a query
- Data Explorer → select a table.
- Choose columns/filters in the builder UI.
- Run → review results grid.
- Export if export action is available.
Safe exploration tips
- Start with narrow date filters.
- Avoid exporting PII unnecessarily—follow company policy.
- Use fixed Reports for standard KPIs; explorer for ad hoc questions.
Current limitations
- Config-gated — off by default for many businesses.
- Not full SQL text editor for all users—capabilities may be constrained vs raw SQL clients.
- Write/update queries are not supported—read-only exploration.
- Query performance on very large tables may require admin-tuned limits.
Roadmap
- Saved queries shared per role.
- Scheduled query email delivery.
- AI natural language → safe query builder.