{"title":"Data Explorer","url":"https://docs.vismasoftware.no/onestopreporting/reporting/data-explorer/","link":"/onestopreporting/reporting/data-explorer/","description":"Use Data Explorer for quick self-service insights using AI or manual queries.","content":"\u003cp\u003e\u003cstrong\u003eData Explorer\u003c/strong\u003e 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.\u003c/p\u003e\n\u003cp\u003eThe results are presented as tables and visualizations, enabling quick insights without requiring advanced technical knowledge.\u003c/p\u003e\n\u003chr\u003e\n\u003ch2 id=\"how-its-used\" class=\"group\"\u003eHow It’s Used\u003ca class=\"prose-heading-self-link\" href=\"#how-its-used\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eOpen \u003cstrong\u003eData Explorer\u003c/strong\u003e from the \u003cem\u003eReporting\u003c/em\u003e menu.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eCreate a new query (\u003cem\u003ethree dots → Add new request\u003c/em\u003e).\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eBuild manually\u003c/strong\u003e:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eAdd datasets/fields using the \u003cstrong\u003e+\u003c/strong\u003e button\u003c/li\u003e\n\u003cli\u003eUse drag \u0026amp; drop to arrange them\u003c/li\u003e\n\u003cli\u003eApply filters as needed\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eUse AI\u003c/strong\u003e:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eWrite a question in natural language to let Data Explorer automatically generate the report\u003c/li\u003e\n\u003cli\u003e\u003cem\u003eNote:\u003c/em\u003e If you start with manual data selection, you cannot switch to AI for the same query, and vice versa\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003ePreview and run the report to see the results\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eShare or delete queries from the menu\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003chr\u003e\n\u003ch2 id=\"permissions-and-limitations\" class=\"group\"\u003ePermissions and Limitations\u003ca class=\"prose-heading-self-link\" href=\"#permissions-and-limitations\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eThe module is available for clients on \u003cstrong\u003eSMART\u003c/strong\u003e and \u003cstrong\u003eCOMPLETE\u003c/strong\u003e plans and must be enabled by a customer administrator\u003c/li\u003e\n\u003cli\u003eTo create or modify queries, the \u003cstrong\u003e“Edit Content”\u003c/strong\u003e permission is required\u003c/li\u003e\n\u003c/ul\u003e\n\n    \u003cdiv class=\"admonition admonition-note\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Note\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eNot available for \u003cem\u003eStart\u003c/em\u003e clients or \u003cem\u003eBasic\u003c/em\u003e users\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[]}