Client meetings
Take the reporting data already pulled onto the laptop and review dashboards or exported files during a meeting without relying on the client's Wi-Fi or guest network.
Local reporting when connectivity is limited
Work with previously pulled reporting data offline
Datplan stores completed source data and reporting tables on the Windows PC. After a successful sync, you can continue reviewing saved dashboards and local reporting data without keeping a live connection to Xero, QuickBooks, HubSpot or a Datplan-hosted analytics warehouse.
Where it helps
Keep working when the network is not the place to depend on
Offline reporting is useful when the latest completed dataset is enough for the job in front of you.
Travel
Continue analysis on a train, plane or between sites using the last completed local dataset. Reconnect later when you need a fresh source pull.
Restricted networks
Use local reporting where outbound access is limited or where a client does not want another analytics service to hold a reporting copy of sensitive financial or commercial data.
Continuity
A temporary provider, internet or SaaS reporting outage does not remove the reporting data that has already been pulled and prepared on the Windows device.
What works offline
Use the completed local reporting layer
- Saved Datplan desktop dashboards using previously synced data
- Local fact and dimension tables created by the completed ETL
- CSV and JSON exports already written to local storage
- BI packages already created for downstream modelling
- Local reconciliation and reporting outputs from the completed run
Offline does not mean new source data appears without a connection
You still need internet access to connect or reauthorise Xero, QuickBooks or HubSpot, retrieve newer provider data, complete relevant online entitlement checks, or use a hosted client dashboard that reads reporting files from OneDrive or SharePoint.
A practical pattern
Refresh before you leave, work locally, refresh again when needed
- Run the source sync while onlineComplete the authorised Xero, QuickBooks or HubSpot pull and confirm the run status.
- Let Datplan prepare the reporting tablesUse the validated local result as the reporting snapshot for the meeting or journey.
- Work from the local dataOpen Datplan dashboards or the files already exported to the Windows device.
- Reconnect when freshness mattersRun another standard or scheduled pull when internet access is available and newer source data is required.
Local by default, sharing by choice
Offline reporting and hosted client dashboards solve different needs
The desktop workflow keeps the pulled reporting dataset local by default. If a consultant chooses to publish completed reporting files to OneDrive or SharePoint for a hosted client dashboard, that is an intentional Microsoft-cloud copy controlled by the customer's Microsoft permissions. The hosted browser dashboard then requires internet access.
Test the offline workflow with demo data
Use the included Datplan Demo to build a dashboard and inspect reporting files before connecting a live business source.