Data
Table detail
Inspect sample rows, schema, sensitivity, trust, relationships, and sync activity.
Table detail
Inspect sample rows, schema, sensitivity, trust, relationships, and sync activity.
Where to find it
Open Account > Data Sources, select a source, and open the intended table. You can also find it from Reporting tables.
Address: /account/sources/:sourceId/tables/:tableName. Open the saved resource from the product rather than typing this address.
Choose a table section
Open a table from its source or Reporting tables. Check Last successful update, row count, Current sync, and Schedule before using the data.
| Tab | What to do |
|---|---|
| Preview | Read up to 25 sample rows. Search columns narrows the displayed columns, not the rows. Scroll horizontally for the remaining columns. |
| Columns | Inspect field types, descriptions, sensitivity, and trust. Edit table info opens the schema editor. |
| Relationships | Review the documented relationships to other tables; a listed relationship is context, not proof that every row matches. |
| Activity | Inspect the sync and its runs. Manage sync opens this tab for the selected sync. |
Review unmapped fields
An unmapped-field warning means new source fields are excluded from reporting. Review fields opens Columns; Copy schema details copies the observed field summary for investigation. In Edit table info, review Final columns available to the assistant, make the intended selection, and choose Save table info. If final columns failed to load, no selection is changed; retry after fixing the load issue.
Ask about the data
Ask about this data appears when chat is connected. It starts a conversation with this exact table context. Check freshness first; it does not grant wider data access.
Recover a missing preview
- Source not ready: finish connector setup on the source page.
- No columns match: clear Search columns.
- No preview rows yet: inspect the latest sync; an empty sample does not prove the source is empty.
- Failed preview: use the preview's retry control after correcting the reported source issue.
For PestRoutes contract, document, and form tables, Open file appears only for a ready archived file. Sample rows do not prove all files were archived.