Find your way around
Start on Overview for a summary, then use the left sidebar to open reports and follow-up work.
Take a visual tour
Choose a view below, then select a numbered guide button to learn what that area does.
Navigation: Use the left sidebar to open Analytics, AI History, Saved Analyses, and follow-up work. Your permissions determine the items shown.
This is an illustration with example data. Your available items and report layout depend on your workspace and permissions.
What each area is for
| Area | Use it to… |
|---|---|
| Overview | See configured business indicators, report shortcuts, recent AI analyses, saved work, and task activity |
| Analytics | Open Power BI reports and ask questions about their approved data |
| AI History | Reopen past AI conversations |
| Saved Analyses | Rerun analyses you deliberately saved |
| Alerts | Monitor a saved metric against a condition |
| My Tasks | Find work assigned to you |
| Team Tasks | See team work available to you |
| Notifications | Read updates and open the related task or alert |
| Workflows | Start and review automation runs, when enabled |
| Pinned reports | Open your favourite or default reports quickly |
Use Overview
An Overview card is a KPI: a business number such as Sales or Profit. Administrators can choose up to four overview metrics. Each card may show a percentage change against the same period last year.
Check the period shown above the cards. Unavailable means the value could not be obtained; it does not mean zero. A missing configuration or access issue needs attention before you rely on that card.
Find settings
- Use the workspace menu at the top right for workspace switching and, if you are a workspace administrator, Workspace settings.
- Open Settings at the bottom of the sidebar. Under Company administration, you may see Users & Roles, AI Instructions, Semantic Model, and Analytics Audit, depending on your permissions.
- Open Settings → Help for this user guide, the quick start, troubleshooting, or the Azerbaijani guide. Help links open in a new tab.
- Open your user menu and choose My Settings for personal preferences, account details, password, and appearance.
Business, Report library, and technical administration options are intended for people managing businesses, report distribution, or the platform. Ordinary report users do not need them for day-to-day analysis.
A menu item is missing
The sidebar adapts to your permissions and enabled features. Seeing a different menu from a colleague is expected when you have different access. Ask your administrator to check the specific feature you need.
Next: explore a report.