Home Page
Using the Home Page
The Home page is the first page you see after you select a project, and it highlights recent, relevant work and links you to the features you use most.
Where to find it
| Location | What you get there |
|---|---|
| Home in the left navigation | The full Home page for the project you are in |
| After logging in and selecting a project | The Home page opens automatically as your landing page |
The Home page is scoped to the project you selected. Switching projects changes everything shown on the page.
Reading the page
The page is organized into a header and four sections.
Header. Three counts for the current project, each one a link:
| Header item | What it shows | Where it takes you |
|---|---|---|
| Evidence | Total number of Records in the project, including Stakeholder Records | Records page |
| Collections | Total number of Collections | Collections page |
| Insights | Total number of Insights | Insights page |
Latest KIQs. A list of Key Insight Questions (KIQs) configured for the project. Each entry shows the KIQ and its prompt, so you can see the exact question before you run it.
Activity Feed. Recent activity by other users in the project, such as updates to Collections and Insights. Use it to see what your team has worked on since you were last in the platform.
My Insights. A list of Insights. Each entry shows:
- Insight title
- Last update date
- Creator
- Number of associated Records
My Collections. A list of Evidence Collections. Each entry shows:
- Collection name
- Last update date
- Number of Records
- Number of comments
Moving from Home into your work
- Scan the Activity Feed to see what changed in the project since your last visit.
- Click an item in My Insights to open that Insight's details page, or an item in My Collections to open that Collection.
- Click a KIQ under Latest KIQs to open the Instant Insights page and work from that question.
- Click Evidence, Collections, or Insights in the header when you want the full list rather than the recent subset.
Acting from the Home page
To ask a question of your data:
- Under Latest KIQs, click the KIQ you want to run, or click Query IIE.
- The Instant Insights page opens. From there, submit the question or edit it first.
To create an Insight:
- In My Insights, click the plus (+) button.
- Complete the Create Insight modal.
To create a Collection:
- In My Collections, click the plus (+) button.
- Complete the Create Collection modal.
To see everything, not just the recent items: click View all at the bottom of My Insights or My Collections.
What to expect
- Everything on the page is scoped to the current project. Counts and lists do not span projects.
- My Insights and My Collections show a recent subset, not the full set. Use View all or the header links for complete lists.
- Header counts are a snapshot of project volume. For filtered or verified numbers, work from the Records page or Reports > Dashboards.