# Home

The Homepage is the central entry point to the platform. It offers a consolidated view of your documents, insights, and navigation to all major features. The layout is designed to help both new and advanced users access data, analytics, and AI-driven tools with minimal effort.

## Navigation Panel (Left Sidebar)

The sidebar provides quick access to the platform’s core modules:

* Home – Returns to the landing page, showing personal documents and insights.
* Catalog – This is your organized inventory of all data assets within your organization.
* Reports – Upload a CSV or Excel file to create your own self-service reports.

{% hint style="info" %}
**Note:** The above options will be available for all users irrespective of their app permissions and user role. Users may get more module-based options as per their user role and permissions to access particular modules.
{% endhint %}

📌Example action: Navigate to the Data Catalog to find the owner and lineage for any data asset.

## Top Menu Bar

The top bar provides global controls for search, workspace management, and personal settings:

* **Quick Search** – Search across datasets, reports, dashboards, and documents from a single field.
* **Workspace Selector** – Switch between available workspaces (e.g., “Default,” project-specific, or team-specific workspaces).
* **Notifications** – Access alerts, updates, and system notifications.
* **Apps** – Provides access to all module icons for seamless and instant navigation..
* **User Profile Menu** – Manage account preferences, personal settings, and sign-out options.

📌 *Example action: Use Global Search to quickly locate your uploaded dataset.*

## Central Workspace Area

The central area of the homepage displays all documents available to the logged-in user, organized based on their mode of availability. These primarily include documents owned by the user and those shared with the user.

### Documents Owned by Me

This section displays documents and resources associated with your account.

* **Tabs:** **Owned by Me** and **Recent Files** allow you to toggle between your personal documents and recently accessed ones.
* Each document or folder is presented as a tile for quick access.
* Examples include:
  * **Folders:** Placeholders designed to group and organize multiple documents and files for better management and accessibility.
  * **Files:** The exported Dashboard/ Datasheet/Form/Data Agent, a Report, and a Sample Link URL with internal links.
* Clicking the **Expand** ![](data:image/png;base64,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)icon for this section displays document icons along with a menu panel, allowing users to toggle between categories such as **All Files**, **Recent, Favorites,** **Shared,** and **Public Documents**.

📌 *Example action: Open the Sample Dashboard to view a pre-built visualization and learn how dashboards are structured.*

### My Insights Section

My Insights transforms the homepage into a personalized workspace by allowing users to select and customize widgets that display their most relevant data and metrics.

* It provides instant access to critical insights, streamlines workflows, and adapts to evolving needs—making the homepage a central hub for smarter, faster decision-making.
* The Key widgets generated through interactions with a Data Agent can also be added to this section for quick and convenient access.

📌 *Example action: Filter the knowledge graph by “dataset” to see all datasets connected to your projects.*

* [x] The Homepage provides a streamlined entry point to the platform. From here, you can:

- Quickly access personal or shared documents.
- Explore AI-driven insights.
- Navigate seamlessly to modules for data ingestion, engineering, science, and reporting.

 


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