Data Explorer is the workflow at /data-explorer. Data Explorer lets authorized users query business tables, explore columns, and run saved queries, power user reporting beyond fixed report screens. An admin enables Data Explorer under Settings to Integrations. Users with reports:view then open /data-explorer, pick a table the API exposes, read the column list, and run a filter.
Data Explorer (/data-explorer) from the main menu Enable/disable toggle: Settings to Integrations to Data Explorer (admin). Browse available tables exposed by API. Run queries with filters (UI varies by version, table picker + conditions). Admin can enable/disable feature for the business under Integrations. Understanding of your data model, queries can return large result sets. Data Explorer to select a table. Choose columns/filters in the builder UI. Export if export action is available. Avoid exporting PII unnecessarily, follow company policy. Use fixed Reports for standard KPIs; explorer for ad hoc questions. 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. AI natural language to safe query builder. /data-explorer step 4 is Enable (admin).
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).
How do you browse available tables exposed by API?
Browse available tables exposed by API.
- 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.
Example: a one-off list the fixed reports do not have
An admin enables Data Explorer under Settings → Integrations. Users with reports:view then open /data-explorer, pick a table the API exposes, read the column list, and run a filter. The result can be large. That is a query, not a saved invoice and not a customer merge.
If the menu is missing, the integration is off or the role cannot view reports. Turning it off hides the tool. It does not delete jobs. Someone who does not know which table holds invoices can pull the wrong rows. Start from a table name you already see in the app, such as customers or jobs, and add one filter before you export anything.
This is not the invoice-profit report and it is not a spreadsheet sync. There is no promise that every column is editable from here. Read-only exploration is the point. Run heavy queries when the office is not on the dispatch screen if the result set is big.