The Data Explorer gives you a detailed, row-by-row view of the members and properties inside Chimney Home along with every action they take.

It’s the best place to build audiences, export data, and understand how your members are engaging.

Data Explorer is split into two main sections:

Each section can be filtered, customized, saved, and shared depending on what you need.

The All Users tab shows every member who has appeared in your institution’s Chimney Home data since launch. With the default filter applied, it will show only members who have successfully enrolled in Chimney Home. You can remove or modify this filter at any time.

Click Filter rule → Add filter to build custom lists.

Filter by any property or user attribute, such as:

Filters support operators like: is exactly, greater than, between, is empty, is not empty, etc.

Use the Columns menu to show or hide fields such as:

You can rearrange columns and sort by any column heading.

The Engagement tab focuses on how members interact with Chimney Home; especially offers.

You can switch between different engagement modes:

Shows every action related to your offers, such as:

By default, each row shows:

You can create filters, add/remove/rearrange columns and save these as views (e.g., “HELOC Call List”, “New Mortgage Leads”).

This mode expands beyond offers and shows every interaction inside Chimney Home, including:

You can view this in two ways:

Great for follow-up lists or identifying trends.

Every table in Data Explorer (All Users, Offer Engagement, All Actions) can be exported via CSV.

Perfect for:

If you build a list you want to reuse, click Create View → Save View.

Examples:

Saved views can also be shared with teammates using Share View.