Datplan help
Troubleshoot from the run evidence, not by repeating the same pull
Work through connection, allowance, endpoint, local-file and reporting checks in order. Preserve the evidence before changing the workflow.
Safe diagnostic order
Find which stage failed
- Confirm selectionCheck the workspace, source, provider organisation or portal, and any reporting window.
- Check authorisationUse Test connection where available and reconnect only through the provider’s consent flow.
- Check plan and provider limitsReview pull credits, data allowance, provider quota and access permissions.
- Read endpoint and run messagesDistinguish complete, empty, skipped, partial, cancelled and failed results.
- Check the local outputVerify timestamps, folder availability, file names and that the downstream report reads the intended folder.
- Check the modelVerify grain, aggregation, filters and relationships before treating an unexpected total as a sync failure.
- Export safe diagnosticsUse the app’s report or diagnostic ZIP and inspect it before sending anything to support.
Useful support information
- Datplan app version
- Source name and general connection context
- Date and time of the affected run
- Overall and endpoint status
- Exact non-sensitive error message
- Sanitised screenshot or diagnostic report
Do not send
- Passwords or provider tokens
- Authorisation codes or secrets
- Full local databases
- Raw financial or customer records
- Sensitive screenshots
- Private file paths when unnecessary
Troubleshooting questions
Common first checks
A provider connection is missing. What should I do?
Confirm the selected workspace and source, check that the provider account still grants access, then reconnect through the provider consent flow. Do not send tokens or authorisation codes to support.
A sync completed with no rows. Is that a success?
Not necessarily. Check the selected tenant, date or discovery window, endpoint result, source permissions and whether the source legitimately contains no eligible records.
A scheduled job did not run. What should I check?
Check the Datplan execution history, source access, plan allowance, Windows Task Scheduler or app-open mode, PC sleep state, network, export folder and provider status.
My dashboard total looks too high. What is the first check?
Check the row grain and any relationships. A many-to-many join or a measure repeated across invoice lines, activities or bridge rows can multiply totals.
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.