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Use the Data Explorer to select a connected source, choose fields and filters, and preview the result. Save the query to reuse the same definition in future runs and report elements.

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Build the query

  1. Choose the intended connection and source account.
  2. Select dimensions and metrics that answer your reporting question.
  3. Set the date range and relevant source options.
  4. Add filters to limit the result to the intended records.
  5. Preview the data and inspect column names, units, and row values.
  6. Name and save the query.
Changing the connection can clear fields and options because different sources expose different schemas. Review the definition after switching sources.

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Check the meaning of each field

A count, a rate, and a monetary amount require different interpretation. Keep currencies and time zones consistent. Avoid adding rates together or comparing metrics with different definitions simply because their names look similar. Calculated fields can combine numeric fields. Check the formula’s units and denominator against representative rows before using it in a client report.

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Reuse and maintain the query

Run the saved query from Data and inspect its result history. Add the query as a source for a report when you want the report to reuse that definition. Changes to a report-backed query can affect the report’s next load or refresh. If a provider changes fields used by the query, review the repair information and save a corrected definition. See schedules and delivery for automation and Data API access for integrations.