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.

What is Process HQ?

Learn about how Appian's unified, self-service workspace, Process HQ, can provide unprecedented visibility into your enterprise.

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.

AI-powered chat is available on the home page and across other core Process HQ pages. The chat travels with you as you navigate, so you can ask questions about your data and create reports from the home page or continue the same conversation on another page. For where the chat is and is not available, see Where the Process HQ Assistant is available.

Access Process HQ

To access the Process Insights page:

From the navigation menu, select Process HQ.

By default, the Home page appears.

Elements

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

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to close

#	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 out of Process HQ and into 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	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	View or edit reports and dashboards you have access to view. Open a report or dashboard in a new tab. Edit report or dashboard properties. Duplicate a report. Share a report or dashboard. Add a report to a dashboard. Add a report or dashboard to an application. Favorite a report or dashboard. Delete a report or dashboard.

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