BETA - The new Klipfolio homepage

If you are using our Metric Klips BETA functionality, we would love to hear from you! Please send us your feedback by contacting beta@klipfolio.com or by contributing via our Community Forum.

 

We're excited to introduce the new Klipfolio® interface. This new interface includes improved icons, left-side navigation, and the ability to switch between the Klips dashboard and the BETA feature, Metric Klips. This article explains everything you need to know about Klipfolio's new homepage.

Accessing Klips or Metric Klips (Beta)

Use the drop-down toggle on the left-side navigation to change the display of your homepage between Klips and Metric Klips (Beta)Learn more about Metric Klips.

 

 

 

 

 

 

Klips side navigation

 

We are excited to introduce the new Klipfolio® interface. This new interface includes improved icons and left-side navigation. This article explains everything you need to know about Klipfolio's new homepage.

We improved Klipfolio's navigation, moving everything you need to the left-side menu of your homepage. See the image and descriptions below for more information:

When you hover your mouse beside the Klipfolio logo, an Edit button displays. This enables you to change the Klipfolio logo to represent your company by either uploading a new logo or typing your account name. 

Clicking the Collapse button collapses the side menu, providing more space to display your Klips.

The open dashboard list, displayed in the left navigation bar, gives you fast access to the dashboards you use the most. When you add a new dashboard, it automatically displays there. You can instantly add a new, blank dashboard to the end of this list by clicking the  Create a dashboard button beside Dashboards. To see a list of all of your dashboards, click on Dashboards. From the dashboard list, click the  Open dashboard button to add specific dashboards to your list of open, active dashboards. To remove dashboards from your open list, click the three-dot menu next to the dashboard you would like to hide and click Close.

With a specific dashboard selected, use the three-dot menu to access a list of options for that dashboard. These options include:

  • Rename: Modifying your dashboard’s name
  • Share: Sharing your dashboard with others
  • Download as: Downloading your dashboard as a PDF or image
  • About this Dashboard: Accessing dashboard details
  • Close dashboard: Removing the dashboard from your list of open dashboards.

You can now find your Dashboards, Klips, and Data Sources on the left-side navigation instead of going through the Library. You can choose any one of your asset categories from this menu to find your  Dashboards,  Klips, or  Data Sources lists.  Right-click any heading in the left navigation bar to open it in a new tab or window.

The Users tab enables you to access the users, groups, and roles in your account. 

Check out the new icons. Use the shopping cart to get to the pricing plan page in one click, enabling you to change your plan at any time. Use the  question mark icon to access our in-app help, where you can get information on every part of our product. Use the paint palette icon to switch your display between light and dark theme. 

Click on the account name or user icon at the bottom of the navigation to access your Account settings or Sign out of your account. 

 

Metric Klips (Beta) side navigation

Everything you need to access and build Metric Klips is found on the left-side menu of your homepage. See the image and descriptions below for more information:

Select Metric Klips (Beta) to view all the Metric Klips in your account. Use the + icon beside  Metric Klips to add a metric from our list of defined metrics or create a custom Metric Klip.

Klipboards are used to display a set of related Metric Klips. Use the + icon beside  Klipboards to start adding Klipboards.

Select Data Sources to view a list of all your data sources. Metric Klips can only be built with modelled data sources. 

Use the shopping cart to get to the pricing plan page in one click, enabling you to change your plan at any time. Use the  question mark icon to access an introductory Metric Klips (BETA) Knowledge Base article. Use the paint palette icon to switch your side navigation bar between light and dark theme.

Click on the account name or user icon at the bottom of the navigation to access your Account settings or Sign out of your account.

 

 

 

 

 

 

 

 

 

 

Learn more: