> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Using the Explorer > Learn how to browse and manage cards in Explorer, separate from the Dashboard, and understand access management for Zuora users. Learn how to browse and manage cards in Explorer, separate from the Dashboard, and understand access management for Zuora users. In Explorer, you can browse and manage cards separately from the Dashboard. For instance, you could create two cards that present the same data in different ways, but choose to display only one of these cards on the Dashboard. To access Explorer, navigate to **Analytics > Explorer**. By default, all Zuora users in your organization can use Explorer to view cards. Zuora administrators can manage access to Explorer. > Learn how to browse and manage cards in Explorer, separate from the Dashboard, and understand access management for Zuora users. ## Docs - [Create a table card](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/create-a-table-card.md): Create and configure a table card in the Analytics Explorer, including selecting datasets, fields, and metrics, and applying filters. - [Create a time series card](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/create-a-time-series-card.md): Create a time series card in the Analytics Explorer by selecting a dataset, configuring metrics, and applying filters to visualize trends effectively - [Create or edit a dataset](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/create-or-edit-a-dataset.md): Learn how to create or edit a dataset - [Create a dataset](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/create-or-edit-a-dataset/create-a-dataset.md): Create a dataset by navigating to the Analytics Explorer, specifying a title and description, selecting metrics and fields, applying filters, and configuring additional settings. - [Edit a dataset](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/create-or-edit-a-dataset/edit-a-dataset.md): Learn how to modify a dataset's elements, which may affect downstream cards and require confirmation for certain changes - [Export-only datasets](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/create-or-edit-a-dataset/export-only-datasets.md): Export-only datasets cannot be used in cards and are only available for export if they meet specific conditions. - [Delete a card](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/delete-a-card.md): Learn how to delete a card or unpin it from the Dashboard if it's no longer needed - [Edit a card](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/edit-a-card.md): Edit cards in the Explorers and Dashboard, with specific permissions required for saving changes. - [Export data from a card or dataset](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/export-data-from-a-card-or-dataset.md): Learn how to export data from a card or dataset in Analytics Explorer, resulting in a CSV file download. - [Pin a card to a dashboard](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/pin-a-card-to-a-dashboard.md): Learn how to pin a card to the Dashboard, ensuring it is not already pinned, and manage up to ten cards. - [Transaction object in Analytics](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/transaction-object-in-analytics.md): The Transaction object in Analytics records every account receivable transaction affecting the account balance in your Zuora tenant, and can be used with Net Billing and Net Payments metrics. - [Dates for Net Billing and Net Payments](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/transaction-object-in-analytics/dates-for-net-billing-and-net-payments.md): The document outlines the dates for Net Billing and Net Payments metrics, which are derived from various transaction type objects used to group metrics data. - [Unpin a card from the Dashboard](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/unpin-a-card-from-the-dashboard.md): Learn how to unpin a card from the Dashboard using the menu icon or directly from the card's options.