Managing Projects

You can easily organize and manage your projects from the projects homepage found by clicking "Projects" on the left side tool bar.

You can add a new project by selecting "New Project" in the top right corner.

Use the schedule report, share, or settings icons to manage individual projects.

  • Click the calendar icon to schedule a report

  • Click the share icon to manage the permissions of a dashboard and to get a sharable link.

  • Click the three dots icon to get more access to more settings including:

    • Settings - takes you into the data preparation for the project

    • Edit layout - allows you to edit the layout of the graphs and tables in the project

    • AI Training - lets you update the AI training for that specific project

    • Duplicate - duplicates the project

    • Delete - deletes the project

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