BI Report Portal by Diggity

Connect → Preview → Report → Govern

From any data source to a

Whether you upload a CSV, connect PostgreSQL, or sync Salesforce, the steps are the same: connect, preview columns, build charts in the worksheet, share dashboards, schedule delivery, and control who sees what with role-based permissions.

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How it works

How data becomes a report your team can rely on

Six stages - same for every connector. Each step maps to a screen inside the app.

  1. 1

    Connect a Source

    Three connection styles, one hub.

    File upload CSV, Excel, JSON, Parquet
    orders.csv
    Upload Preview
  2. 2

    Data Preview

    Sample rows before you build anything.

    Data Preview Worksheet
    order_idregionamount
    Selected · North · $12,480
  3. 3

    Charts & Worksheet

    Drag fields, pick visualisations, save reports.

    East revenue $15.3k

    Click a bar, point, or row to cross-filter the metric.

  4. 4

    Dashboards & Reports

    Compose tiles with cross-filtering.

    FILTER · Region = All
    Revenue$47.4k
    Win rate64%
    Pipeline+18%
    Click a region bar to cross-filter every tile.
  5. 5

    Scheduled Delivery

    Email reports and dashboards on a cadence.

    Next runMon 8:00 AM
    Recipients12 people
    FormatsPDF · CSV
    Weekly sales summary Every Monday · 8:00 AM
  6. 6

    RBAC & Permissions

    Control who connects, views, and edits.

    Full org access All sources All dashboards

Connection styles

Same destination - different way in

Pick the connector that matches your data. After connect, every source uses Data Preview, Worksheet, and the same sharing tools.

File source

Excel, CSV, JSON, Parquet

  1. 1. Choose file Upload from your machine
  2. 2. Preview Rows appear in Data Preview
  3. 3. Metadata Select columns → Worksheet opens
CSV Session - orders.csv
Uploaded Preview
Excel JSON XML Parquet
Database

MySQL, PostgreSQL, SQL Server

  1. 1. Configure Host, credentials, or RDS / Azure
  2. 2. Test → Connect Saved connections for reuse
  3. 3. Browse tables Pick a table → Data Preview
PostgreSQL - sales.orders
Test Connect Browse tables
MySQL PostgreSQL SQL Server Snowflake MongoDB
Cloud & CRM

Salesforce, Shopify, Zoho, Sheets

  1. 1. Verify OAuth Register redirect URI once
  2. 2. Sign in → Sync Objects load into the portal
  3. 3. Preview & build Same worksheet flow as files
Salesforce - Opportunities
OAuth Sync data
Shopify Zoho Google Sheets
PostgreSQL Session - sales.orders · Worksheet

Orders by band

134

+12% vs last period

Every connected source opens the same Worksheet - bar charts, tables, line charts, and saved reports.

Book a Demo Now

Video tutorial

Watch a guided walkthrough of the product

See how teams connect sources, build reports, and share dashboards — play the full tutorial below.

17 connectors

Works with the stack you already run

MySQL
PostgreSQL
SQL Server
Snowflake
MongoDB
Shopify
Salesforce
Zoho CRM
Google Sheets
Excel
CSV
JSON
XML
Parquet
SQL file

Coming soon...

HubSpot
Tally