Free cookie consent management tool by TermsFeed

Process HQ Home Page

On This Page
The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply.

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 quickly access your reports and dashboards 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:

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closeimages/phq-home-page-25_3.png

#

Element

Actions Available

1

Navigation bar

2

Page header

  • Click CREATE REPORT to begin creating a report.
  • Click CREATE DASHBOARD to begin creating a dashboard.

3

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.

4

LIBRARY toolbar

  • Search for a report or dashboard by entering the name or description of the object in the search box.
  • Filter the list of reports and dashboard by selecting filters in the toolbar:

    • 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.
    • Created By Me: Filter by reports and dashboards you created.
  • Go to the following tabs:
    • The All tab displays all reports and dashboards created in the workspace.
    • The Favorites tab displays all reports and dashboards you've marked as a favorite.

5

LIBRARY list

Feedback