Explore

About

The ready made, opinionated Swarmia reports are helpful to understand your organization’s performance or team dynamics, but sometimes you might want to customize what you’re seeing to get all the data you need in one report. Explore lets you do exactly that, whether you need custom filtering, or want to combine multiple metrics from different standard reports into a single, tailored view that serves your needs best, or just want a few key metrics without any extra clutter.

Why does it matter?

Explore opens up all Swarmia data to all our customers, so you can build your own custom reports for both recurring reporting needs as well as ad hoc deep dives into issues or situations that need more clarity. It lets you go beyond the opinionated views, and drill down into what is important to your specific needs.

How to use Explore?

You can start building your own report in Explore in three different ways:

• Navigate to Metrics → Explore and use the ready-made templates as a starting point, or simply start with a blank page and build your report using columns and filters.

• Ask Swarmia AI in natural language to build a report for you on the Explore page or through the Chat function across the App, and take the results to the Explore page.

• You can open any already existing Swarmia report in Explore by clicking the “Explore” button at the bottom of the page, and edit the report to fit your needs.

Whichever way you use to get started, you can edit and refine the report with the filters or by asking Swarmia AI to make changes for you, or editing the json at the bottom of the page. Remember to save your custom report if you want to create one for recurring needs. The saved reports will appear as tabs at the top of the Explore page. You can also download your custom reports as a csv.

How can we take action?

Are you seeing something in the report you created that raises questions? Use the Ask Swarmia AI button on at the bottom of the page to dive deeper into the metrics, or list possible reasons or suggested actions to address the situation.

Where does the data come from?

The Explore page uses the exact same data as all the other Swarmia pages. If you’re seeing a mismatch between the ready-made, opinionated views and an Explore report, checking that the aggregate type (for example, is one of the views using P50 and the other average), and time frames match typically solves the issue.

If you used the Swarmia AI to produce the report, the AI will first produce a query that then produces the report. The query the AI produced will always result in the same data to be shown deterministically. You can check the exact query in the “Edit JSON” at the bottom of the page to find out how exactly the report you’re looking at was formulated, and make changes if you wish.