Data Sources

Reporting & DashboardsTenant admin Last updated:

Data sources are the reports that power your dashboard widgets. Each data source defines what data to retrieve and how to visualize it. This area is available to users with reporting access.

Accessing data sources

From the Settings gear menu in the top navigation, select Data Sources.

The data sources list

The data sources table shows all reports available to your organization. The columns are:

  • Name — the report label. Reports marked with a Template badge are pre-built templates provided by the platform.
  • Category — the subject area the report covers.
  • Type — the default visualization type (chart, table, or KPI).
  • Created — when the data source was added.

Template data sources appear at the top of the list, followed by your organization’s own data sources.

Viewing a data source

Select the eye icon on any row to open the data source detail view. There you can preview the report output and see its configuration.

Creating a new data source

Select Add Data Source in the upper-right corner of the table. A dialog opens with a description field. Type a plain-language description of the report you want — for example, “evaluation results by guideline” — and select Generate. The system builds the report and adds it to your list automatically. The dialog shows the generation progress and closes once the report is ready.

Editing a data source

Select the pencil icon on any non-template data source row. This opens the same description dialog. Update the description to describe what you want the report to do differently and select Generate to regenerate it.

Cloning a template

Templates cannot be edited directly. To customize one, select the clone icon on any template row. This creates a copy of the template as a regular data source in your organization, which you can then edit and adjust as needed.

Deleting a data source

Select the delete icon on any non-template data source row. Confirm the deletion in the dialog. Widgets on your dashboards that reference a deleted data source will show an error until they are reconfigured.

In-widget drill-down setup

On a data source’s detail page, the In-Widget Drill-Down card controls whether dashboard widgets built from this report can drill into a detail view when users click chart bars or table rows.

Viewing the current setup

When drill-down is configured, a green summary describes the behavior (for example, which column triggers the drill and which detail report opens). When nothing is configured, an informational message explains that you can select Edit to enable drill-down.

Configuring drill-down

Select Edit on the In-Widget Drill-Down card. The guided form includes:

  • Enable in-widget drill-down — turn drill-down on or off for this data source.
  • Trigger column — the column users click in the chart or table (for example appeal_stage or guideline_name). Suggestions may appear based on columns from a recent preview run.
  • Detail data source — the table report shown inside the widget after a click. Search and pick from data sources your organization can access; each option shows the report name and ID.
  • SQL parameter name (optional) — the filter name on the detail report; defaults to the same name as the trigger column.

Select Save to apply. Select Clear while editing to remove drill-down entirely. Select Cancel to discard unsaved changes.

If the detail report may not have a matching filter for your parameter, a warning appears before you save — review the detail data source if you see this.

Advanced JSON

Expand Advanced: Edit JSON directly if you need to hand-edit the underlying configuration. The form and JSON editor stay in sync while you edit. Most administrators can use the guided form alone.

Templates

Template data sources from the report library may already include drill-down on preset dashboards. Clone a template first if you need to customize its drill-down behavior for your organization.