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Navigating the Ipiphany Home Screen
Navigating the Ipiphany Home Screen
Kevin Yang avatar
Written by Kevin Yang
Updated over 2 years ago

The Ipiphany Home Screen is displayed when you first login to Ipiphany. 

Click the Ipiphany logo to return to the home screen from anywhere.

Account Menu & Help Center

Click on your name to manage your account or logout of Ipiphany. Click the Help Center icon to open the Ipiphany Help Center in a new window.

New Button

Click the New button to create a new Report, Report Folder, or Dataset.

Use the navigation panel to switch between reports, report folders, and datasets. 

Tip - to move a report to a report folder, drag it to that folder

Main Content Area

Displays cards representing either Reports & Report Folders, or Datasets depending on your selection in the Navigation Panel. 

  • Click a card to open it 

  • Right-click to view additional options

  • Searching will find reports across all report folders

Tip - Try switching to list view if you have lots of reports and/or report folders.

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