Data Explorer

Data Explorer is a module in OneStop Reporting that allows you to retrieve and explore company data either by asking questions using AI or by building queries manually.

The results are presented as tables and visualizations, enabling quick insights without requiring advanced technical knowledge.

How It’s Used

1. Open Data Explorer from the Reporting menu.

2. Create a new query (three dots → Add new request).

3. Build manually:

   • Add datasets/fields using the + button
   • Use drag & drop to arrange them
   • Apply filters as needed

4. Use AI:

   • Write a question in natural language to let Data Explorer automatically generate the report
   • Note: If you start with manual data selection, you cannot switch to AI for the same query, and vice versa

5. Preview and run the report to see the results

6. Share or delete queries from the menu

If a query cannot find a field

If a query uses a field that does not exist in the data model for the selected company, the query is not run. You see a message such as The field ‘Project description’ (Seg1.SegValue Description) does not exist in the data model for this company.

This can happen if the query was made for another company, or if the field has been removed from the data model. Remove the field from the query, or replace it with a field that exists for the company.

Permissions and Limitations

• The module is available for clients on SMART and COMPLETE plans and must be enabled by a customer administrator
• To create or modify queries, the “Edit Content” permission is required