BETA - The new Klipfolio homepage

If you don’t see Klipfolio Trends options and want to get on the waitlist for our BETA metric functionality, go here.

If you are using our Klipfolio Trends 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 are 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, Klipfolio Trends. This article explains everything you need to know about Klipfolio's new homepage.

Accessing Klips or Trends (Beta)

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

 

 

 

 

 

 

Klips side navigation

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:

Beside the Klipfolio logo, there is an Edit button that enables you to change the Klipfolio logo to represent your company by either uploading a new logo or typing your account name. 

There is an arrow icon you can use to collapse the menu. This enables more space for the display of your Klips and Trends.

Your Active Dashboards are now listed on the left-side navigation instead of across the top of your dashboards. Use the + icon beside Active Dashboards to add more dashboards to your homepage. 

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

  • Renaming your dashboard
  • Sharing your dashboard
  • Downloading your dashboard as a PDF or image
  • Accessing the About this Dashboard page for more details on your dashboard
  • Removing the dashboard from your list of Active 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. 

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

Check out the new icons. Use the gift box icon to stay up to date with the new features and improvements in Klipfolio. 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. 

 

 

Trends (Beta) side navigation

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

Select Metrics to view all the metrics in your account. Use the + icon beside Metrics to add a metric from our list of defined metrics or create a custom metric.

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

Use the question mark icon to access our in-app help, where you can get information on every part of our product. The gift box icon and paint palette icon are currently being worked on for the Trends (Beta) product, but are disabled for now.

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: