When you first create a workspace, the Home page will appear empty:
You can learn more about the empty statuses of the Home page here.
When everything is set up correctly, the Home page will look like this:
There are several steps required to set up a Home page.
1. Connect the required data sources
Once the data sources are connected, you will be able to see the corresponding recommendations in the right block.
Please learn more here about how to connect a data source and how to use Recommendations.
2. Set up Reporting solutions
There are two types of Reporting solutions used as the basis for all calculations provided on the Home page dashboard:
To start using the Home page dashboard, you need to set up a report first. You can begin directly from the Home page or navigate to the right-hand menu, select Data and reporting → Reporting solutions.
You can choose the report that meets your specific business needs. If you set up both types of reports, you can switch between them later and decide which one to use for the Home page. To switch the report, simply select 'More menu' at the top of the page and choose the option 'Switch report':
If you have a single report set up and ready for the Home page dashboard, the 'Switch report' button will not be available.
Once this is done, a flyout will appear where you can select the specific report to be used for the Home page dashboard:
3. Fine tune the data view with additional settings
It is possible to fine tune the data view to address specific business needs and benefit from the quick insights provided by the Home page dashboard.
4. Statuses on the Home page
The homepage can also display specific statuses and notifications at the top of the page:
The homepage also displays the following statuses:
Active: Everything is functioning as expected.
Paused: Some elements are paused, and therefore, fresh data is not displayed. Check the information in the notification banner at the top of the homepage.
Error: something went wrong and requires attention. You can learn more about how to fix the issue if an error occurs here.