Discover is the main interface in Pyramid for users to author and build reports and visualizations, perform ad-hoc, interactive analytics and create content for dashboards and publications. As the core analytics component for users, Discover performs the role as the central venue for content authoring on the system. Discover reports are also often consumed directly without incorporation into Present dashboards or Publish publications. This can be by launching them directly, through embedding or on the mobile platform.

  • Click here to see the Discover Tutorials Video Library

Discover Interfaces

Given its prominence, Pyramid offers multiple ways (aka "modalities") to access Discover, with varying degrees of functionality and sophistication.


Discover comes in various levels of sophistication based on application entry point, user license type and user profile settings. These configurations and options are typically orchestrated by system administrators - who can ensure the right interface is presented to the right person at the right time.

Discover tools are presented in the following core modalities:

  • Report Viewing - this is a live interactive option to view a report with optional slice, dice and drill down capabilities. In this modality, the content has already been authored.
  • Smart Discover - this is an augmented toolset for building reports using internal AI and heuristics to help non-technical users design analytic content.
  • Natural Language Querying - this is another augmented toolset for building reports using plain English text questions.
  • Discover Lite - this is a simplified toolset for drag-and-drop, point-and-click report building and adhoc querying WITHOUT numerous sophisticated features.
  • Discover Pro - this is the complete Discover toolset for drag-and-drop, point-and-click report building, adhoc querying and data visualization WITH ALL sophisticated features enabled

A further option - Auto Discovery - is a special AI driven tool that allows pro users to submit an entire data set to the application to automatically analyze and construct analytic content.

Report Viewing

Unlike the main Discover authoring modalities listed above, report viewing is a core feature afforded to any user (based on their content access rights) since this is the most basic and foundational function of Pyramid. Pro and Viewer licensed users alike can view Discover content in any accessible client setting. The content is always live. It is also usually presented with interactive capabilities - unless these options have been disabled by the content designer.

  • Click here for more details on the various ways to consume and view Discover Reports through the various tools and clients.

Finding the Right Interface

The following matrix explains the various combinations of Discover that can be accessed by different users with different licenses and different user profiles.





View Report

Smart Discovery

Natural Language Query

Discover Lite

Discover Pro

License Type


Pro Licensed Users

Viewer Licensed Users

□ via Analyze Further

Pro User Profiles


Pro Mode

□ via Analyze Further

Lite Mode

Smart Options

■ via Present and Publish

□ via Analyze Further



Desktop Client + Tablet Client

Mobile Client (Phone)

Embedded Client


Using the preceding matrix, the following example user deployments are possible (there are numerous permutations):

  • A pro user, with authoring rights using the Discover Lite interface rather than the full Discover Pro tool set.
  • A pro user, with authoring rights using the Smart Present tools only in the Present dashboard builder.
  • A viewer user, with no authoring rights can manipulate existing content via 'analyze further' - if this capability is enabled in a dashboard.
  • Any user viewing live interactive Discover reports embedded in a 3rd party application, without authoring capabilities

Natural Language Querying needs to be enabled in the admin console's AI Settings.

User Profiles can be configured in the admin console to create numerous feature combinations. They only relate to pro users.

'Analyze Further' is a runtime option for presentations that can be turned on or off by the dashboard designer.