Home Page
When you log in, your home page opens. Explore and interact with your data analytics environment, including dashboards, visuals, and reports (if enabled in your environment) in a variety of ways.
This topic covers the different options and features available to you.
Note: In this release, when your admin enables the Enhanced Experience user interface, you will see changes to workflows you may have used in previous releases. If you are running an earlier release or your admin has not enabled the new interface, see View the Home Page (Earlier Releases).
View Your Home Page
Your home page components and main menu options are determined by the rights and privileges assigned to the user group you belong to, as defined by your system administrator.
If you are a user with minimal access, your home page takes you directly to your Library work area for dashboards, and optionally, reports. You can navigate to Data Sources or Visual Gallery work areas, and access your profile to log out or switch tenants using the main menu.
Depending on your application privileges, your home page and main menu give you direct access to a number of work areas you may use to create, update, or review data in your environment. Administrators and users with appropriate privileges can also manage various aspects of the environment, as well as manage users, groups, and more.
The main work area may give you access to:
Connection: Connect to and manage your data to use in Symphony.
Source: Configure and enhance your data for use in visuals, dashboards, and reports.
Discovery Board: Create and design stunning visuals from your data in your Dashboards or Reports library.
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Report: Create and generate printable paged data documents in your Reports library, when enabled in your environment.
Note: To use self service reports, you will need to enable it in your environment. See Server-Level Variables.
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Generate Visuals with AI: Generate visuals of your data by providing natural language prompts.
Important: You must have the appropriate licensing from insightsoftware to see this option.
The menu to the left of your work area may include links to Connections, Data Sources, Visual Gallery, Library, and Visuals with AI.
Expand and collapse the menu by selecting the icon at the top of the menu. Administrators have access to an Administration menu to perform more environment management tasks. See The Main Menu.
Note: The availability of elements on your home page depends on the access rights that were granted to your user account. See Authorize Composer Access.
Switch Between Tenants
If you belong to more than one tenant, you can switch between the tenant you are working in using your profile menu. Select your profile from the menu, then select a tenant from the Switch Tenant menu.
View the Home Page (Earlier Releases)
Easily access your home page from anywhere in the UI by selecting the Composer logo in the upper left corner or by selecting Home on the top-level navigation banner.
Depending on your application privileges, this home page displays the numbers of connection definitions, data source configuration definitions, visuals, and dashboards in the environment. It also provides easy access to lists of connection and data source configuration definitions, the Visual Gallery, and the dashboard library. The home page does not show information or provide links for resources that your application privileges restricts you from viewing. The following additional selections are possible.
| Category | Description |
|---|---|
Connections |
Shows the number of connections defined in your environment. Select this card to manage connections to data stores. The Connections page appears. |
Sources |
Shows the number of data source configurations defined in your environment. Select this card to manage data source configurations. The Sources page appears. See Manage Data Sources. |
Visual Gallery |
Shows the number of visuals defined in your environment. Select this card to manage visuals in the Visual Gallery. The Visuals page appears. See Manage Visuals and Use the Visual Gallery. |
Library |
Shows the number of dashboards and self service reports defined in your library.
See Manage Dashboards, Use the Library for Dashboards, Manage Self Service Reports, and Use the Self Service Reports Library. Note: To use self service reports, you will need to enable it in your environment. See Server-Level Variables. |
In addition to these selections, the user name you logged in with is shown in this work area. You can select the included hamburger icon () to access the UI menu.
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