Documentation for Embedding, Dashboards, and SQL

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First Steps

Browse by topic

Start with Tractorscope fundamentals, product concepts, glossary terms, support resources, and AI context documentation.

Getting Started

Set up your Tractorscope account, log in, connect a database, and create your first dashboard and chart.

Use Cases

Explore Tractorscope use cases for embedded analytics, SaaS dashboards, operational reporting, executive KPIs, and self-service analytics.

Databases

Connect Tractorscope to databases, review supported engines, troubleshoot connection health, and configure SSH tunnels or fixed outgoing IPs.

Dashboards

Learn how to build, organize, brand, share, and manage Tractorscope dashboards for internal and customer-facing analytics.

Charts

Learn how to build, style, query, and manage Tractorscope charts, including chart configuration, colors, history, caching, and field mapping.

Chart Types

Browse Tractorscope chart types including KPI, line, bar, waterfall, radar, map, heatmap, and pivot table visualizations.

Tables and Downloads

Use Tractorscope table charts, formatting, linked rows, downloadable data, and file-oriented dashboard outputs.

Filters

Create and manage Tractorscope dashboard filters, including custom filters, date ranges, aggregation controls, and filter visibility.

Embedding

Configure secure Tractorscope embeds with signed URLs, iframe dashboards, chart web components, API keys, and allowed domains.

Alerts and Reports

Configure Tractorscope alerts, debounced notifications, and scheduled dashboard email reports for recurring reporting workflows.

SQL and Querying

Learn Tractorscope SQL query patterns, supported dialect notes, joins, and query shapes for chart-building workflows.

Account and Security

Manage Tractorscope users, groups, permissions, authentication, account settings, and security controls for embedded analytics.

Start by setting up your account and connecting to your database. This is the foundation for everything else you'll do in Tractorscope.

Logging into Tractorscope

Log in to Tractorscope, complete two-factor authentication when enabled, and access the account home screen.

Connect Tractorscope to MySQL, Postgres, SQL Server, and Snowflake

Connect Tractorscope to a database by entering connection details, validating access, saving credentials, and checking database health.

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Create Your First Dashboard

Now that you're connected, let's build something! Learn how to create charts from your data and organize them into dashboards.

Create your first dashboard and chart in Tractorscope

Create your first Tractorscope dashboard and chart, run a SQL query, adjust chart settings, and return to the dashboard editor.

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Customize and Share

Make your dashboards your own with custom colors, filters, and sharing options. Embed them in your app or share secure links with your team.

Add or edit color groups in Tractorscope

Create and manage Tractorscope color groups so charts can use consistent brand palettes and reusable series colors across an account.

Create custom dashboard filters in Tractorscope

Create and manage custom Tractorscope dashboard filters so viewers can change query inputs and interact with dashboard data.

Create shared dashboard views in Tractorscope

Create shared Tractorscope dashboard views with preset filter values and share custom URLs with dashboard viewers.

Embed a Tractorscope chart as a web component

Embed individual Tractorscope charts in a website or application using the Tractorscope chart web component and a signed chart payload.

Going Deeper

Ready to unlock more power? Explore advanced features like custom filters, query optimization, and user management.

Aggregation filters in Tractorscope

Use aggregation filters in Tractorscope dashboards and embeds to dynamically group SQL query results by hour, day, week, month, year, or another supported interval.

Create custom dashboard filters in Tractorscope

Create and manage custom Tractorscope dashboard filters so viewers can change query inputs and interact with dashboard data.

Date and time aggregation shortcuts in Tractorscope

Use Tractorscope date and time aggregation shortcuts in SQL queries to group dashboard data by hour, date, week, month, quarter, or year.

Date range filters in Tractorscope

Use Tractorscope date range filters to let dashboard viewers select preset or custom date ranges for SQL-powered charts.

Manage filter visibility in Tractorscope

Control which Tractorscope dashboard filters are visible to viewers and available in shared or embedded dashboard experiences.

Tractorscope filters overview

Understand Tractorscope dashboard filters, including custom filters, date range filters, aggregation filters, default values, visibility, shared dashboard filters, and embedded filter values.

Reference

Additional resources for managing your account, security, and team.

Getting Started with Tractorscope