Connect and sync a source
Choose a workspace, complete provider authorisation, run a standard pull and understand full re-pulls.
Open sync help →Datplan help centre
Clear guidance for sync, dashboards, schedules and exports
Start with the task you are trying to complete. These pages explain customer controls, data choices, expected results and safe troubleshooting without exposing implementation notes.
Schedule a refresh
Create once, daily, weekly or monthly jobs and choose the reporting files to export.
Open scheduler help →Build a dashboard
Choose the reporting grain, visual, category, measure, aggregation and filters in the right order.
Open dashboard help →Export for BI tools
Create Basic or Advanced data packages and keep file paths stable for later refreshes.
Open BI export help →Browse fields and recipes
Check exactly what one row represents before choosing a chart or combining tables.
Open the reporting reference →Understand usage
Learn how pull credits, data allowances, provider limits and scheduler access work together.
Open usage help →Companies House discovery
See what recent company data is included, how to filter it and what is deliberately excluded.
Open discovery help →Troubleshoot a run
Follow a safe diagnostic sequence for sign-in, provider connection, sync, schedule, export and dashboard issues.
Open troubleshooting →Contact support
Send a support request without including passwords, tokens, raw databases or confidential customer records.
Contact Datplan →Start here
Your first reporting workflow
- Download the Windows appInstall from Microsoft Store and sign in.
- Use Datplan DemoLearn the controls before authorising a business source.
- Choose the grainDecide what one row must represent for the question.
- Build or exportCreate a local dashboard or generate files for another BI tool.
Protect support information
Do not send passwords, provider tokens, authorisation codes, full local databases, raw customer records or screenshots containing sensitive identifiers. Start with the source name, general issue, run status and a sanitised screenshot.
See Datplan with real reporting data—without connecting a live account
The Windows app is free to download and includes Datplan Demo data, so you can test sync, dashboards, reporting grains and exports first.