Filtering is enforced at the data layer , no “show all”. Each customer gets a private, editable copy that never affects the original.
What Self-Service Reporting does
Self-service reporting puts report building in the hands of the people who actually have the questions. Add or remove columns, switch chart types, filter, sort, and save the view , all without writing a line of SQL or waiting on an analyst.
How it works
How it works
Pick a starting point
Open a published dataset or duplicate an existing report as a safe, personal copy.
Shape it your way
Add columns, change visualizations, filter and group , the view updates instantly.
Save & share
Keep personalized views for next time, or share them with governed access.
Capabilities
Key capabilities
Drag-and-drop report builder for everyone
Personal and shared, governed views
Protected filters enforced at the data layer
A private, editable copy per customer
FAQ
Frequently asked
Will business users break the source report?
No. Each person works on a private copy; the governed source is never modified.
Is data access still controlled?
Yes , row- and column-level rules are enforced at the data layer regardless of how a report is built.
More
Explore more features
Adaptive Dashboard
Connect external databases, reuse templates, and blend org-wide data with your team’s own , no code.