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Quick Tour of the Console
About 399 wordsAbout 1 min
2026-09-01
The console is where you find reports, ask the AI Agent, and manage data, models and the server. What you see depends on your permissions.

Home
- Shortcuts: Create Report, Connect Data, Create Model, and AI Agent when AI is enabled for you.
- Recent work: the last 8 reports and analysis models you opened, with their path; View all lists more.
- Report templates: sample reports to start from. Administrators choose them in Settings › General › Branding → Sample pages.
A report created from Home is saved in Personal unless you choose another folder. See Create Your First Analysis Report.
Left navigation
| Item | Use it to |
|---|---|
| Home | Start a task or resume recent work |
| AI Agent | Ask questions about your data in plain language. Shown when AI is enabled; users without AI permission see Please contact your administrator to enable AI for this user. See AI Assistant. |
| Personal, Public | Your own folders and the shared folders you may open |
| Favorites, Recent | Items you starred, items you opened recently |
| Datasource | Database connections and uploaded files |
| Models | Analysis models: fields, relationships, measures |
| Metrics Library | Agreed definitions of business metrics. See Metrics Library. |
| Tools | Parameters, data dictionary, GeoJSON maps and other tools |
| Users | Users, roles and their permissions |
| Settings | Server administration. See Settings Overview. |
| Trash | Deleted items you can restore |
The ☰ button at the top left collapses the navigation to icons. ? at the top right opens help, and the avatar opens My Account.
Find a report
Open a folder and click a report to view it; click Edit in the report to change it. Use the breadcrumb to go up and the search box at the top to find a report or model by name. When several items share a name, check the path.
Deleting a report needs the Delete or Full control permission on it; Edit alone is not enough. See Permission Evaluation Overview.