Advanced Reporting Basics for Explore Users

Content:

• What is an Explore seat?
• What is the Explore interface?
• Standard Mission Response vs Mission Place Attainment: Understanding the two data models
• How to build a report
• How to save and share your work
• Where can I find help?

What is an Explore seat?

Standard Reporting gives Company Admins and Reviewers view-only access to pre-built dashboards through the Reporting tab. An Explore Seat unlocks the ability to create custom queries, build new individual Looks reports, and save dashboards in your private folder.

Explore access must be enabled on your account by your Customer Success Manager. Licenses are typically limited to a small number per customer (e.g., 3 seats), so confirm availability with your CSM. Once provisioned, you'll see the Explore option in the Insights navigation within Reporting.

What is the Explore interface?

Think of Explore as a dynamic pivot table. Select fields from the left panel to build a query on the fly.

Your exact options here will rely on the specific data model that was built for your customer instance. Aren't seeing something you need? Let your CSM know!

Field Picker (left side) fields are organized into folders: Missions, Mission Responses, Users, Places, Tasks, and more.

Dimensions are attributes like dates, names, and IDs (e.g., place_name, mission_name). Hover over any field for its definition.

Measures are calculated aggregates like counts, percentages, totals, and averages (e.g., count_mission_responses, pct_yes_task_responses). 

Cog icon shortcut: Click the ⚙ icon on any column in the data table to quickly filter, pivot, group, or hide that field. 

Standard Mission Response vs Mission Place Attainment: Understanding the two data models

Standard Mission Response is the default Explore for all customers. It centers on completed Mission Responses and is best for task-level detail and response data.

• Includes: Missions, Users, Places, Tasks, Task Responses, Catalog Items
• Note: Places or Users with 0 responses won't appear, this model does not include attainment tracking

Mission Place Attainment is available by request from your CSM. It shows whether a mission was or wasn't completed and is best for compliance tracking and attainment reporting.

• Includes: Place Groups, Teams, Mission Responses (left joined)
• Note: Does not include task or task response date

How to build a report

• Pick your fields: Click dimensions and measures in the field picker, and they'll appear in the data table. 

• Add filters: Click the filter icon (funnel) next to any field to add a filter at the top of the Explore.  

• Pivot data: Click the pivot icon next to a dimension to spread its values across columns.

• Customize visualization labels: Click the edit button in the chart view → Series → rename any label as needed.  

• Run the query: Click the Run button (top right) to execute and refresh your results. 

How to save and share your work

• Click the cog ⚙ icon in the upper-right corner of the Explore. 

• Select Save and choose your save preferences. 
• Saved Looks and Dashboards land in your personal folder by default. 
• To move content to a shared folder (so others can see it), contact your CSM - shared folder access is managed at the group level. 
• You can also share a direct Explore URL - the current query state is encoded in the URL. 

Tip: Save as a report, or Look, first, then add it to a Dashboard. This lets you reuse the same Look across multiple dashboards without rebuilding it each time.

Where can I find help?

• Your Customer Success Manager: reach out to your assigned CSM for access, dashboard, and Explore questions
• Email Support: support@gospotcheck.com  (Mon–Fri 6am–6pm MST; Sat–Sun 9am–5pm MST) 
• Phone: Call 720.773.8696 (Mon–Fri 6am–6pm MST; Sat–Sun 9am–5pm MST) 
• Chat: GoSpotCheck Mobile Application under Settings and Contact Support. Mon-Fri 6am–6pm MST