Keep it local
Use the prepared Datplan dataset and dashboards on the Windows machine. Previously pulled data can remain available for local reporting when internet access is unavailable.
Accounting and CRM data warehouse
Build a customer-controlled reporting data warehouse from Xero, QuickBooks or HubSpot
Datplan automatically prepares source-specific facts and dimensions in your Windows environment. Keep the completed reporting copy local, publish it to a network/server location, or deliberately place it in a shared environment you control.
Reviewed and updated 6 September 2026
What does “data warehouse” mean in the Datplan workflow?
Datplan automatically creates a prepared reporting layer from supported source data: source-specific facts, dimensions, relationships, validation controls and stable reporting files. The processing happens in the customer’s Windows environment. Datplan does not require that reporting dataset to be stored in a Datplan-hosted SQL warehouse.
This page uses reporting data warehouse to describe that prepared analytics layer. Datplan is not advertising a hosted SQL endpoint, ODBC service or DirectQuery endpoint.
Customer-controlled architecture
Build the reporting model first, then choose where the reporting copy lives
The source pull, local storage, ETL and validation happen in the Windows environment running Datplan. After a successful run, you decide where completed reporting outputs are published.
Use a network or server location
Publish stable reporting files to an accessible shared folder when the Windows account running Datplan has permission to write there.
Use your own shared cloud location
If you deliberately choose a synced OneDrive or SharePoint destination, Microsoft stores that reporting copy under your organisation’s Microsoft permissions. It is not stored by Datplan.
Xero data warehouse
Build a Xero accounting data warehouse around the question you need to answer
Financial statements, account activity, invoice headers, invoice lines and payments have different grains. Datplan keeps those reporting shapes separate so a convenient join does not silently change the accounting meaning.
| Xero reporting need | Datplan reporting shape | Why it stays separate |
|---|---|---|
| Profit & loss and balance-sheet reporting | Financial Summary | Provider-report totals are not interchangeable with invoice sales. |
| Account and tracking activity | Financial Activity | Detailed movement and statement totals answer different questions. |
| Invoice or bill totals | Invoice Summary | Header amounts must not be repeated once per line. |
| Product, tax or tracking detail | Invoice Lines | Line-level analysis needs line-level measures. |
| Settlement timing | Payments | Cash settlement timing is not the same as recognised revenue. |
See current Xero coverage → · See the Xero to Power BI workflow →
QuickBooks data warehouse
Prepare QuickBooks reporting without replacing official financial-report authority
Datplan keeps document, line, payment, ageing, inventory and provider-report financial-summary data at their intended grains. Profit & Loss and Balance Sheet KPIs should be reconciled to the provider-report output rather than rebuilt casually from transaction lines.
Reporting layer
- Accounting masters and company context
- Sales and purchase documents and lines
- Payments and cash reporting
- Receivable and payable ageing
- Inventory reporting where supported
- Provider-report-preserving financial summaries
Controls around the model
- Source/account isolation
- Validation before publication
- Reconciliation controls
- CSV, JSON and star-schema exports
- Local dashboards and offline use of completed data
- Scheduled pulls/exports on supported plans
See current QuickBooks coverage → · See the 2026 Power BI migration route →
HubSpot reporting warehouse
Keep Deals, Activities, Companies and Contacts at separate CRM grains
A reporting warehouse is useful only if it preserves what each row means. Datplan keeps CRM entities and activity facts separate instead of flattening every relationship into one table.
Prepared CRM reporting
- Companies
- Contacts
- Deals
- Owners and pipelines
- Supported activity facts such as Calls and Meetings where the granted source contract permits them
Why grain matters
One £10,000 deal linked to three activities is still a £10,000 deal. A naive flattened table can repeat the deal value three times. Datplan’s reporting model keeps those facts distinct so Power BI can answer pipeline and activity questions without multiplying the commercial value.
Why organisations choose this architecture
Reduce unnecessary third-party copies of sensitive reporting data
Every copy of sensitive data creates another environment, permission model and set of credentials that must be secured. Datplan was designed so a Datplan-hosted copy is not required for the reporting workflow.
Learning and training
Current Datplan use includes a learning-provider environment where student information is treated as sensitive and the reporting copy is kept within infrastructure the organisation controls.
Healthcare and care
Healthcare and care environments can use the same approach when organisational policy or risk assessment favours keeping reporting copies of sensitive service-user or patient-related information inside controlled infrastructure.
Finance and accounting
Financial transactions, customer and supplier information and audit evidence can also be commercially sensitive. Datplan lets the organisation decide whether the completed reporting copy remains local or is deliberately shared elsewhere.
Local processing is not a substitute for endpoint security, encryption, access control, backups or regulatory compliance. It reduces one optional dependency: a Datplan-hosted business-data warehouse.
What the customer controls
Data location is a design choice, not a slogan
Datplan’s default processing path keeps the pulled source dataset and ETL inside the Windows environment. That does not prevent an organisation from choosing cloud collaboration later. A finance team might keep month-end reporting on a local or network location. A consultancy might deliberately publish a completed client reporting pack to a controlled OneDrive or SharePoint folder. In both cases, Datplan performs the preparation before that publication choice is made.
Reporting continuity
Keep a prepared reporting snapshot available without querying the live source for every report
After a successful sync, Datplan can report from the data already prepared in the Windows environment. That can support offline analysis and provide a secondary reporting copy of the fields that have been pulled.
Not a full backup or disaster-recovery product
The Datplan dataset is a reporting copy of supported fields, not a complete backup of Xero, QuickBooks, HubSpot or any other source. Keep the source system’s own backup, retention and disaster-recovery controls in place.
Compare architectures
Customer-controlled reporting warehouse or vendor-hosted platform?
| Question | Datplan | Typical hosted warehouse/integration service |
|---|---|---|
| Where does extraction/ETL happen? | Customer’s Windows environment | Usually vendor-managed cloud infrastructure |
| Does Datplan host the business-data warehouse? | No | Depends on the provider |
| Where can the completed reporting output live? | Local, network/server share, or a customer-chosen shared/cloud destination | Provider/destination dependent |
| Reporting model | Source-specific facts, dimensions, grain and validation | Varies by service |
| Offline use | Completed local Datplan data can be used for local reporting | Depends on the service and report cache |
Compare Datplan with other connector and integration approaches →
Test Datplan before connecting a live source
The Windows app is free to download and includes Datplan Demo data, so you can inspect the reporting workflow, dashboards, grains and exports first.