Process HQ Home Page

This page applies to business users. It describes what you can do on the home page of Process HQ.

Overview

When you access the Process HQ workspace, you'll land on the home page. Here, you can immediately start exploring your data fabric and business processes so you can make strategic, data-driven decisions.

To return to this page from other pages in the workspace, click Home in the navigation bar.

Elements

The following image highlights the elements that make up this page:

#	Element	Actions Available
1	Navigation bar	The current page you're on, the home page of Process HQ. View the Process Insights page. View the Data Catalog page. View the Data Governance page. Switch to another workspace like Appian Designer. The workspaces you can access depend on your user role and other security settings. Change settings for your user profile.
2	Explore Your Business Processes section	Access the processes that have recently updated. Only the recently updated processes that you have analyst or viewer permission to will display. View all processes in the Process Insights page.
3	Explore Your Data Fabric section	Access the most interesting datasets. These are datasets with the most record views, actions, and relationships. View all datasets in the Data Catalog page.
4	Report and Dashboard toolbar	Search for a report or dashboard. Filter the list of reports and dashboard. Create a dashboard. Go to the following tabs: The All tab displays all reports and dashboards created in the workspace. The Created by Me tab displays all reports and dashboards you created. The Shared with Me tab displays all reports and dashboards shared with you.
5	Report and Dashboard list	View or edit reports and dashboards you have access to view. Open a report or dashboard in a new tab. Edit properties. Duplicate a report or dashboard. Share a report or dashboard. Delete a report or dashboard.
6	Recently Opened section	Access the reports and dashboards you recently opened. If you haven’t opened a report or dashboard before, this section will not appear.

Search for a report or dashboard

To search for a report or dashboard, enter the name or description of the object in the search box.

Filter the list of reports and dashboards

In the toolbar, use the following filters:

• Type: Filter by the type of object—a report or a dashboard.
• Last Modified: Filter by the date range when a report or dashboard was last modified.
• Last Modified By: Filter by the name of the report creator who last changed or created a report or dashboard.

Edit report or dashboard properties

You can only edit the properties of the reports and dashboards you created.

To edit the properties of a report or dashboard:

1. Next to the report or dashboard, click , then Edit Properties.
2. In the Edit Properties dialog:
   • For Name, enter a name for the report or dashboard.
   • For Description, enter a brief description of the report or dashboard.
3. Click SAVE.

Duplicate a report or dashboard

You can duplicate any report or dashboard that you have access to, whether you created the initial object or it was shared with you.

To duplicate a report or dashboard:

1. Next to the report or dashboard, click , then Duplicate.
2. In the Duplicate dialog:
   • For Name, enter a name for the report or dashboard.
   • For Description, enter a brief description of the report or dashboard.
3. Click CREATE.

When you duplicate the report or dashboard, the new object will only be available to you. You must share the new report or dashboard to allow other users to view it.

Share a report or dashboard

By default, a report or dashboard is only available to the user who created it. You can share a report or dashboard with all report creators in Process HQ so they can view it.

To share a report or dashboard:

1. Next to the report or dashboard, click , then Share.
2. In the Share dialog, set the Permission Level for Everyone to Viewer.
3. Click SAVE CHANGES.

If you shared a report, any user with permission to view the underlying dataset can view the report.

If you shared a dashboard, any user with permission to view the report and the report’s underlying dataset can view the dashboard.

Delete a report or dashboard

To delete a report or dashboard:

1. Next to the report or dashboard, click , then Delete.
2. In the Delete dialog, click DELETE.

Feedback