Managing Projects in SimplyAnalytics

Good afternoon, readers! This week we’re going to talk about project management in SimplyAnalytics and how to best take advantage of it.

Why are projects needed?

Many users  have multiple unique projects going on at the same time. For example, you could be doing: personal research, patron/student assistance, research for a presentation, etc. Projects help keep these unique activities separate from one another to avoid confusion.

What is stored in each project?

All of the locations, variables, business searches, favorites, views, etc. that you use are saved with the project – so each time you login, you can pick up right where you left off.

Getting Started:

The first recommendation we have is to rename your project. You can do this by selecting the “New Project” default title towards the top left of your screen.