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Explo Help Desk

Follow along to this article to get started creating your first dashboard!

Creating my first dashboard

Facilitate a hierarchical structure with parent-child relationships among your customers.

Customer Hierarchy

SSH Tunnels

This section describes the data model through which Explo organizes and connects to your databases.

Overview

This guide describes how to manage schema set up for your multiple data sources.

Managing Schema

This guide describes how to configure Explo to support multiple data sources

Multiple Data Sources

Sync Tables

Although Explo can sit on top of almost any data model, here are a few tips to ensure better performance and ease of use when connecting to Explo.

Building your data model

Debugger Panel

Variables are used to filter and manipulate queries throughout dashboards and reports. Variables can be used to segment data depending on the viewer to ensure they only see their own data as well as provide interactions for your viewers.

Passing in Variables

Using Variables

Tips

The data tab is used to configure the visualization type and aggregations shown on the data panel. Choose between the different visualizations we offer below, select which fields to display, and set any data filters.

Data Tab

Explo offers a number of UI Elements you can add onto your dashboards.

Clickthrough Drilldowns

Explo provides a straightforward way to version your dashboards. The following pages describe how this system works and how to use it.

Viewing Dashboard Versions

In Explo, versions follow a linear history. You always start editing off of the most recent version of the dashboard.

Editing the Current Draft

All changes you make to the current draft are not yet made accessible to embed until you publish the draft as a new version.

Publishing a New Version

If you found some issues with your current version or just simply want to get back to a previous version you can click on the revert version menu button and it will revert to that version.

Reverting Versions

Managing Environment Tags

Embedding Environments

Explo is a fully white-labeled solution that allows you to customize the look and feel of your dashboards such that it matches your own application.

Custom Styles

Upload your own font and use it throughout your dashboards

Custom Fonts

Send customizable emails with your dashboards to your customers on a regular cadence.

Get Access

Scheduling Emails

You can further customize your dashboards at the customer level when you create your customers. The attributes field on customers allows you to provide key-value pairs that can display on your dashboards like any other custom variables.

Email-specific Dashboard Configuration

You can customize how you want your email to look with the Email Layout configuration, which can be found near the top middle of a dashboard page.

Email Layout Configuration

Enable Your Users to Manage Which Charts They Want in Their Dashboards

Editable Dashboard Sections

Hook your embedded dashboards up to your own analytics endpoints to receive information about page views and clicks.

Analytics Reporting

Configure how dates, numbers, and currencies are formatted in your dashboards.

Internationalization

Categorize your dashboards using attributes

Once you have created attributes and values you can start assigning them to your dashboards. There are two places that this can be done.

Assigning Values

Now that dashboards have been assigned certain values for attributes how you can you use them

Using Assigned Values

Timezones are annoying. Luckily Explo makes it easy to manage timezones for your dashboard on a granular level to enable you to serve data to your customers in the most accurate form possible.

Timezones

Sync colors for repeating categories across charts on your dashboard

Syncing Dashboard Colors

Watch for custom JS events in order to respond to Explo events in your app

Custom JS Events

The Custom Menu option allows you add a menu option to a chart that then fires off a javascript event when clicked on by the end user.

Custom Menu

Cache your data at the dashboard level to enable faster data loading

Caching

Add Explo Domains to your Content Security Policy

Add Explo Domains To CSP

Reach out to our team to allowlist your domains before embedding Explo dashboards

Allowlisting your domain

Pass JWTs (JSON Web Tokens) to your embedded dashboards to securely embed with auto-expiring tokens

Using embed secrets (JWTs)

Embed Explo dashboards through a web component

Option 1: Web Component

Option 2: iFrame

Display dashboards via an authenticated portal

Option 3: Customer Portal

Here are some considerations when deciding whether to embed using the iFrame or the web component

Iframe vs Web Component

Manage how your data can be read or written by our API

Data Visibility Groups

User Roles

Explo prioritizes the security of your data and privacy for your customers.

Security Overview

Database Connection Errors

Common Errors

Explo's Authentication

Collection of endpoints to manage customers

Customer Endpoints

Get All

Get all customers

Get or Create

Get or Create Customer

Update

Update Customer

Delete

Delete Customer

Refresh Token

Refresh Customer Token

Configure Portal

Configure Customer Portal

Generate JWT

Generate Embed JWT

Collection of endpoints to manage group tags

Group Tag Endpoints

Get all group tags

Create

Create Group Tag

Rename

Rename Group Tag

Delete Group Tag

Collection of endpoints to manage dashboards

Dashboard Endpoints

List Team Dashboards

List Team Report Builders

Export a Dashboard Screenshot

Email a Dashboard Report

Endpoints to allow your users to easily create accounts with your databases in Explo

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Getting Started

Data Sources

Creating Dashboards

Dashboard Features

Embedding Documentation

Managing Permissions

Security

Troubleshooting

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What it does

Configuration

Home

Getting Started

Data Sources

Creating Dashboards

Dashboard Features

Embedding Documentation

Managing Permissions

Security

Troubleshooting

​What it does

​Configuration

What it does

Configuration