Data Explorer
The Data Explorer is a research tool that provides a simple, intuitive way to navigate the relationships between our data tables and to search and use data objects on reports, without the need for a robust understanding of SQL.
To make building reports and analyzing data intuitive, each data object is presented in a way that clearly shows its relationship to joined data. Clients can use Data Explorer to analyze data, to export simple CSV files or PDFs, or to export data and create more complex reports.
The Data Explorer must first be enabled for your Reporting Tool User Group on the Groups Management screen (Data > Data Explorer) before use.
- Related Topics:
- Data Explorer Screen
The Data Explorer screen is split into four panes, left, right (2), and bottom. All panes are linked, and all panes display data from the same table. If you click a hyperlink in the Record Details pane (E), which links to a field in a related table, all panes will refresh to that table. - Enable the Data Explorer
An Administrator must enable the Data Explorer feature for the desired groups. - Search Feature for Data Objects and Fields
Use the Search field at the top of the Data Explorer screen to do a quick search for fields, tables, and data objects. - Create Reports with Data Explorer
When you use Data Explorer to create reports you don't need a robust understanding of SQL. Navigate the relationships between our data tables, and search and use data objects on reports using a simple, intuitive interface. Each data object is presented in a way that clearly shows its relationship to joined data. - Learn By Creating a Sample Report
Experiment with creating reports using the Data Explorer via a sample report. - Learn By Understanding the Relation Chain
This topic explorers various objects to help you understand the Relation Chain. Understanding the Relation Chain can help as you use Data Explorer to create reports. - Export Report Data
When you finish a report, you have the option to export to use as is, edit and format further, or analyze the data. Export options include Excel (XLS), CSV, Adobe Acrobat (PDF), HTML, Advanced Report Wizard, and MySQLQuery.
Parent Topic: Tools Menu