01.2 Finding your way
What each item in the left menu is for, and where to find Upload Data, Move Data and AutoML.
The left menu
| Group | Item | What it’s for | Guide |
|---|---|---|---|
| Home | This workspace’s starting page | 01.1 | |
| Report building | Dashboards | Boards of charts and tables | 05 |
| Reports | Detailed tables, pivots and charts | 04 | |
| Datasets | The rows reports are built from | 03 | |
| Data sources | Connections | Links to your databases | 02.1 |
| Data warehouse | Warehouse | Fast local copies and cubes | 06 |
| Automation | Jobs | Things that run on a schedule | 07.1 |
| Workflows | Several steps run in order. Only where X-Flow is licensed | 07.2 | |
| Monitoring | Problems | Anything that failed (shows a red count) | 09.1 |
| Account | Switch workspace | Back to the list of workspaces | 01.1 |
Upload Data, Move Data and xeplr AutoML are reached from tiles on the workspace Home page.
You only see the items your role allows. If something in this guide is missing from your menu, ask your administrator. See 10.1 Users and roles.
The breadcrumb
At the top of every page: Company / Workspace / Page. Click any part to go back up.
Links you can share
Every page, including a report or dashboard in edit mode, has its own web address. Copy it from the browser to send a colleague straight there. They see it only if they have access to that workspace.
Next: 01.3 Words we use
Last updated 16 October 2026