Build, Export, and Share Reports in Data Explorer

💡: Data Explorer is your self-service workspace for "ad-hoc" data extraction. This tool allows you to build custom tables using any field in the system and export them for further analysis.

Take  a Tour of Data Explorer

If this is your first time using Data Explorer we highly suggest you take a tour. 

1. Click on the information icon at the top right hand of the repot page to take a tour.

Access the Data Explorer

1. Navigate to the Reports tab in the main navigation bar.

2. Select Data Explorer from the sub-menu.

Build Your Table

Select the exact fields you need from our comprehensive Fields Catalog:

1. Click the + at the top right hand side of the report to start a new report. 
   

2. Select Fields: Use the search bar in the left panel to find specific data points (e.g., "Date of Birth," "VIN," or "Indemnity Reserve").
   

3.  Select fields for the Dimensions (categories), Measures (numbers), and Time sections.
   Note: You can filter fields by Incidents, Claims, Policies, Safety Reports, etc. Search for specific fields in the search box as well.

4. Order Columns: Drag fields up or down in your selection list to change how they appear in the table preview.

Refine with AI

If you prefer not to build manually, :

1. Click the AI Insights button at the top right of the report next to the Run button.

2. This will prompt AI Insights about the current report at the bottom of the page.

3. The bottom pane will also provide an AI Summary of the data in the current report.

4. Click the AI Assistant stars next to the AI Insights button to pen the AI query window and ask questions specific to your data.
   
   Choose from pre-populated questions or ask specific questions in the text field at the bottom of the pane. (e.g., "What were our medical payments by location in Q4?").
   

5. After entering a specific question click the Generate button to get your results. 

Export Your Data

Once your table looks exactly how you want it, click the Export button.

1. Select CSV, JSON, or Excel format
   .

2. Your download will include all applied filters and sorting, ready for use in pivot tables or executive presentations.

Share Your Data

You can easily share your saved reports with team members to streamline data analysis and collaboration. 

How to Share a Report

To share a report, open the Share dialog from any saved report. Use the built-in user picker to find colleagues by searching for their name or email address.

Managing Shared Access

The reporting dashboard is now divided into two clear tabs to help you stay organized:

• My Reports: All reports you have created.

• Shared with you: Reports created by teammates that you have permission to access.

Permissions and Copying

• Permission Indicators: Each report includes a status label showing whether you have View-only or Edit access.

• Save As: If you want to customize a report shared with you without affecting the original, use the "Save As" feature to create a personal copy in your own library.