Create an exploration

Pour :Administrateur

View of the « creer une exploration » page

This page walks you through creating a new view from scratch. Count 5 to 10 minutes for your first exploration.

Before you start

Ask yourself three simple questions:

1. What's the question I want to answer? Example: « Who paid more than €100 this quarter? »
2. What's the main entity of the results? (Contacts? Payments? Pledges?)
3. What columns do I have to see to answer? (Name, amount, date…)

Keeping this in mind avoids getting lost in the hundreds of available fields.

Procedure

1. 1

   Open the Exploration module

   In the sidebar, click Exploration. You arrive on the list of your saved views (/app/explorer).

2. 2

   Click « New exploration »

   The button is in the top right of the page. The building workshop opens (/app/explorer/view).

3. 3

   Choose the root entity

   An Entity choice window appears with a card per available entity: Contacts, Payments, Pledges, Subscriptions, Form submissions, Interactions, Tax receipts.

   Click the entity that matches the nature of your results. For our « payments > €100 » example, choose Payments.

   👉 Detail of available entities

4. 4

   Columns tab — choose the fields to display

   The Columns tab lists all checkable fields, grouped by source:

   • Entity fields (name, date, amount…)
   • Computed fields (for example, the net total after fees on a payment)
   • Relation fields (for example, the name of the contact linked to a payment)

   Check what you want to see in the table. You'll be able to reorder columns later, by drag-and-drop.

5. 5

   Filters tab — restrict the results

   Click the Filters tab, then Add a filter.

   For each filter:

   1. Choose the field (e.g. « Amount »)
   2. Choose the matching operator (e.g. « greater than »)
   3. Enter the value (e.g. « 100 »)

   The proposed operators depend on the type of the field (text, number, date, yes/no…).

   All filters combine with AND (the row must validate all conditions to appear).

   👉 All operators available by type

6. 6

   Sorts tab — order the results

   Click the Sorts tab, then Add a sort.

   • Choose the field to sort on
   • Choose the direction: ascending or descending

   You can add several stacked sorts (e.g. first by descending date, then by descending amount).

   Tip: a click on a column header in the table also activates sorting on that field.

7. 7

   Watch the preview

   The results table at the bottom of the screen refreshes automatically on each change (with a slight delay to avoid too-frequent calls). You see in real time the effect of your columns, filters and sorts.

   The counter at the bottom indicates the exact total number of rows matching your query.

8. 8

   Refine if needed

   Too many results? Add an extra filter.

   Wrong data? Go back to columns and check other fields.

   You can iterate as much as needed before saving.

9. 9

   Save the view

   Click Save in the top right. A window asks you for:

   • A name (e.g. « Large donations of the quarter »)
   • A Share with my organization checkbox (leave unchecked to stay private)

   👉 Private vs shared

Concrete example: « Payments > €100 of this quarter »

Here's how to build this common exploration step by step.

Step	Action
1. Root entity	Payments
2. Columns	Date, Amount, Contact name, Contact email, Payment reason, Method
3. Filter 1	Amount — greater than or equal to — 100
4. Filter 2	Date — after — January 1, 2026 (first day of the quarter)
5. Filter 3	Date — before — March 31, 2026 (last day of the quarter)
6. Sort	Date — descending
7. Name at save time	« Large donations Q1 2026 »

Result: a table of all payments ≥ €100 received in the first quarter, from most recent to oldest, with the donor's name and email for possible follow-up.

★

Tip — between two dates in a single filter

For a date interval, you can use a single filter with the between operator: field « Date », operator « between », value « January 1, 2026 → March 31, 2026 ». It's more readable than two separate filters.

Useful variants

Duplicate to start from an existing view

If an existing view is almost what you want, open it and click Duplicate. You get a modifiable copy with all the configuration already in place — all you need is to adjust a filter or two.

👉 Duplicate a view

Include data from a relation

On a Payments view, check the Contact fields (relations sub-section) to display the name, email or phone of the contact linked to each payment.

On a Contacts view, check the Payments fields: each row will have a collapsible sub-table listing that contact's payments.

Common pitfalls

⚠

Too many columns = unreadable table

Only display the columns useful to your question. A table of 30 columns requires horizontal scrolling and is tiring to read. Prefer a targeted view per use case.

⚠

Forgotten filters

Remember to filter by date or status when relevant. A Payments view without a time filter will bring up all payments since your organization's creation — which can be very heavy to load and export.

Going further

• Available entities — overview of the 7 explorable entities
• Filters and sorts — all operators
• Save and share a view — private vs shared
• Export data — XLSX, PDF