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Shared Accounts

Written by Operator
Updated over 3 months ago

Welcome to this quick walkthrough of the Shared Accounts.


Upon logging in, you'll arrive at the Discovery page. Start by using the main top navigation to navigate to the Data Analyzer

In the Data Analyzer, choose the Shared Accounts option


On the Shared Accounts page, the left-hand column provides options to apply filters. The filter section includes Overall Filters, Cohort, and Compare. The Compare filter specifically dictates the information displayed in the graphs.


The right column showcases various components of shared accounts, including a data table, Time Series, Snapshot, Trends, and Peer Position. Each section on the right also highlights the filters applied to its respective component.


If you have the necessary permissions, you can add each component to your personal dashboards and download the data using the menu in the top right corner.


Additionally, if you have access to the AI Analyze feature, you can generate an AI-generated breakdown and explanation of the data from the component.


When you select the AI analyze option, the AI response will slide in from the right side on its own card.


This guide provided a brief walkthrough of the Shared Accounts.

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