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Explore data from your reporting dashboards

How to use Explore to filter, add columns, swap dimensions, and compare periods on any dashboard tile — without leaving the Reporting page.

Written by David Shull
Updated today

Explore lets you dig into the data behind any dashboard tile on the Reporting page — filter, add columns, swap dimensions, and compare periods, all without leaving the page.

Explore replaces the previous Show Underlying Data option. Everything you could do before — viewing and downloading the data behind a tile — is still available, along with new capabilities like filtering, adding columns, swapping dimensions, and comparing time periods.


How to use Explore

  1. Go to the Reporting page.

  2. Hover over any dashboard tile — an Explore button appears in the tile header.

  3. Click Explore to open the panel.

  4. Click Close or click outside the panel to dismiss.

Explore is available on every tile across all dashboards — both "Your" and "Agency" views.


What you can do

The Explore panel has four tabs:

Filter — Add your own filters or pick from suggestions (e.g., Supplier Name, Commission Status). Any filters already applied to the dashboard carry over as chips at the top.

Add — Pull in additional data columns beyond what the tile shows.

Replace — Swap the dimensions in the tile to view the data from a different angle.

Compare — Overlay time periods or categories for side-by-side comparison.


Column sorting and filtering

On table tiles, you can click any column header to toggle ascending/descending sort. You can also click the three-dot menu on a column header to sort or filter by that column.

An undo arrow appears in the tile header to reset any changes.


Works on all tile types

  • KPI tiles (e.g., Gross Sales, Bookings) — Explore shows the single metric with filter, add, replace, and compare options.

  • Table tiles (e.g., Suppliers, Agent Leaderboard) — Explore shows the full table with the same four tabs. Filter suggestions are contextual to the table's data.

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