# Introduction

# What is Touchbase?

# Summary

Touchbase is a cloud-based reporting system for tabular data. Its purpose is to make it easy to share tabular data with multiple users. Touchbase is data source agnostic, you can push your data to our API and we do the rest.

You can find the app here.

# Terminology

  • Reports, tabular data is called a report. It can visualized as both a table and a chart.
  • Portals, this is the environment in which reports are stored.
  • Users, a portal can have one or more users. Permissions can be set on a portal level.

# Features

  • Real-time, everything on Touchbase is real-time. After you push, all users will immediately see the latest data.
  • Collaborative features, you can comment on each row data and fellow portal users can see these comments as well. Comments will also appear real-time.
  • Interactive charts, you can dynamically adjust chart and click on them to see the underlying data.
  • Filtering, Touchbase offers Excel-like filtering and sorting possibilities.

# Get started

  1. Sign up and create an account
  2. Click on the user icon in the top right and go to Settings > Portals (or click here).
  3. Create a portal. You will be given a token. Store this somewhere safe, you will not be able to retrieve it again.
  4. Start pushing data. We recommed to use Python because it can connect to almost any data source. Check out the example below (or clone the repository from Github).
import pandas as pd
import requests

df = pd.read_csv('demo.csv')

api_key = 'yourkey'
api_endpoint = 'https://api.touchbase.report/api/report/'

r = requests.post(api_endpoint, json={
        'table': df.to_json(orient='records'),
        'report_path': ['Demo'],
        'report_name': 'Demo',
        'id_headers': ['Order'],
        'api_key': api_key
print('Status: ' + str(r.status_code) + ', response: ' + str(r.text))
  1. That's it! Go to your portal and the data is available.