Data exploration

For:Administrator

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The Data exploration module is the free query tool of Unisoft. It lets you visually build custom views on your community's data (contacts, payments, pledges, subscriptions, form submissions, interactions, tax receipts), then save, share and export those views.

It's the tool to use when the standard lists of the other modules aren't enough — for example to prepare a very precise accounting file, segment a donor population for a follow-up, or simply answer a one-off question about your data.

What is a « view »?

A view (or exploration) is a saved query on a root entity. It consists of:

Element	Role
Root entity	The type of data to explore (Contacts, Payments, Pledges…)
Columns	The fields shown in the table
Relations	The related data to include (payments of a contact, contact of a payment…)
Filters	The conditions to restrict the results
Sorts	The display order (multi-field possible)

No code is needed: everything is built with the mouse in a visual editor.

What do you want to do?

🆕Create an explorationBuild a new view step by step: entity, columns, filters, sorts.Learn more →🗂️Available entitiesThe 7 types of explorable data and the main fields.Learn more →🔍Filters and sortsAll operators available by field type.Learn more →🤝Save and sharePrivate views, views shared with the entire organization.Learn more →📤Export dataXLSX (Excel), PDF Table, PDF Cards — and their limits.Learn more →

The module's home page

Go to /app/explorer to open Exploration. The page displays the list of your saved views, organized into two tabs:

Tab	Content
My views	The views you've created, whether private or shared with the organization
Shared with me	The views created by other administrators and shared read-only with the entire organization

A New exploration button in the top right opens the building workshop.

Essential concepts to remember

ℹ

Visual builder — no SQL

You never write a query: everything is done with the mouse (field selection, choice of an operator in a menu, value entry). The tool translates your clicks into an optimized query on the server side.

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Live preview

Each modification of a column, filter or sort refreshes the table within a second — you immediately see the result of your query.

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Private by default

A newly created view is private: only you have access to it. To make it visible to the entire organization, check the Share box at save time. A shared view remains editable only by its author — other users can only consult and export it.

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Export limits

• XLSX: maximum 50,000 rows per export.
• PDF Table and PDF Cards: maximum 500 rows.
• If your view exceeds these thresholds, apply more restrictive filters before exporting.

Permissions

Each entity is protected by a specific read permission:

Entity	Required permission
Contacts	contact.read
Payments	paiement.read
Pledges	promesse.read
Tax receipts	Tax receipts read permission
Other	read permission of the matching entity

If you don't see an entity in the selector, your profile doesn't have the associated read permission. Ask an administrator of your organization to add it in Permissions.

Working in the built-in spreadsheet

The menu can be named Explore via Excel. The spreadsheet view is a pilot reserved for authorized organizations; it separates protected CRM data, private calculations, and explicitly verified corrections. The classic view remains available.

Going further

• Create an exploration — your first view in 5 minutes
• Available entities — overview of the queryable data
• Filters and sorts — full vocabulary of conditions
• Save and share a view — private vs shared
• Export data — XLSX and PDF