Introduction to ClientTrack Data Explorer
Written by cherzog
Updated at February 26th, 2025
Data Explorer is a reporting tool, with the ability to access Client-level data. Therefore, a User must have the Data Explorer Read/Write Permission and be in a Workgroup that contains the Data Explorer Menu Option to access its functionality. The User must also be logged into an Organization that has access to the Client's data in the Organization the Report is being created for.
Please review the video below for an introduction to ClientTrack Data Explorer.
