Navigate the Explore tab
The Explore tab is where you build reports by selecting a root table and adding fields, filters, and display options. This guide explains how to navigate the Explore tab, understand the Available fields pane, and use the available tools to build a report.
In this article:
Explore tab overview
In the Explore tab (1), the report opens with a preselected root table. The root table differs depending on the connector you are using. Use the Root table selector (2) to change the table the report is based on. Use the Report format selector (3) to choose how the report is displayed.
Use the Search box (4) to find fields in the Available fields pane (5). The Selected fields pane (6) shows the fields you’ve added to the report. Select a field (7) to open its configuration window, or select Add filter (8) to filter the report.
After you add fields, additional options appear on the Explore page. Use the Sort by panel (9) to change how the report is sorted. Use the Show grand total checkbox (10) to show or hide the grand total row.
In the top-right corner of the page, select the Refresh, Export, or Save (11).
💡 The additional options that appear after you add fields vary depending on the report format. The options described above apply to the Table format.
Available fields pane overview
The Available fields pane lists the measures, dimensions, and related tables available for the selected root table. At the top of the pane, select + Create new (1) to create a new custom field.
Related tables (2) appear in blue. Select a related table to expand its folder and view the available dimensions (3).
The icon to the left of each field name indicates the field type (4). Hover over a field name to view its description (5), if available. For computed fields, hover over the fx icon (6) to view the field formula.
Select the Edit icon (7) to update a custom field formula, or select the Copy icon (8) to duplicate a field. Select the API reference icon (9) to view the field definition in the Shopify API documentation. This feature is not yet available for other connectors.
Need more support?
If you get stuck or have additional questions, you can contact our team directly through the Help widget in the bottom-right corner — we typically respond within one business day.