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