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

Customer Hierarchy

Group customer entities and control their access to Reports in Report Builder.

Group Tags

Connectivity Regions

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

Understanding the Data Library and its components

Understanding and getting started with Global Datasets

Global Datasets

Local Datasets

Common questions about the Data Library, Global Datasets, and Local Datasets

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

Explo's new data querying microservice called FIDO.

New Data Connector (FIDO)

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

Creating My First Dashboard

Dataset Editor

Debugger Panel

Sync colors for repeating categories across charts on your dashboard

Setting Category Colors

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

The Row Level Actions feature allows your users to fire custom Javascript events from a row in a Data Table.

Row Level Actions

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

Dashboard Caching

Dashboard State Persistence

Learn how to duplicate dashboards in Explo

Duplicating Dashboards

Custom Map Boundaries

Datasets

Built In Reports

Custom Aggregations

Learn how to duplicate report builders in Explo

Duplicating Report Builders

Read-Only Report Builders

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

Generating a JWT

Testing JWTs

Refreshing Expired 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

Embed report builders through a web component

Embed Explo report builders through an iFrame

General Notes

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

Iframe vs Web Component

Some common embedding mistakes and callouts

Troubleshooting Your Embed

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

Viewing Versions

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

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

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

Analytics Reporting

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

Internationalization

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

Listen for custom JS events sent by Explo in your app

Outgoing JS Events to Emit

Programmatically interact with editable sections using custom JS events. Please reach out to Explo support if this is something your team wants to enable.

Editable Sections Example Code

Embed ID Page

Exporting Features

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

Data Visibility Groups

User Roles

Security FAQs

Caching Layer

AI Feature Acknowledgement

Duplicate/Ambiguous Column Names

Error Parsing Date/Time

Table Does Not Exist

Explo's Authentication

Collection of endpoints to manage customers

Customer Endpoints

Get All

Get all customers

Get Customer

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 resources

Resource Endpoints

List Team Dashboards

List Team Report Builders

Publish to Environment

Email Dashboard Screenshot as Attachment

Email Dashboard Report

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

Home

Customers

Data

Dashboards

Report Builders

Embedding Documentation

General Features

Managing Permissions

Security

Troubleshooting

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