Learn your way around the clariBI interface to work efficiently.
Main Navigation
Sidebar Menu
The left sidebar provides access to all main features:
- Home: Dashboard overview and quick actions
- Dashboards: All your dashboards
- Reports: Generated reports and templates
- Data Sources: Connected data and uploads
- Analytics: Advanced analytics views
- Goals: Goal tracking and progress
- Collaboration: Workspaces and shared content
- Notifications: Alerts and updates
Top Navigation Bar
- Search: Global search across all content
- AI Chat: Quick access to conversational analytics
- Notifications Bell: Recent alerts
- User Menu: Profile, settings, logout
Key Interface Areas
Dashboard View
- Widget Grid: Drag-and-drop layout
- Toolbar: Add widgets, filters, refresh
- Date Range Selector: Time period controls
- Share Button: Sharing options
Reports View
- Report List: All generated reports
- Templates: Report templates gallery
- Generate: Create new reports
- Filters: Status, date, type filters
Data Sources View
- Source List: All connected sources
- Add New: Connection wizard
- Status Indicators: Health and sync status
- Usage Info: Credits and storage used
Quick Actions
Keyboard Shortcuts
- Ctrl/Cmd + K: Global search
- Ctrl/Cmd + N: New dashboard
- Ctrl/Cmd + /: Help menu
- Esc: Close modals
Right-Click Menus
Right-click on items for context menus:
- Edit, duplicate, delete
- Move to workspace
- Share options
- Export options
Settings Access
User Settings
Click your avatar > Profile for:
- Personal information
- Password change
- Notification preferences
- API keys
Organization Settings
Click your avatar > Settings for:
- Organization details
- Team management
- Billing information
- Security settings
Mobile Navigation
Responsive Design
clariBI adapts to mobile screens:
- Hamburger menu for sidebar
- Swipe gestures for navigation
- Touch-optimized controls
- Simplified widget layouts