Getting Started
Navigating the Application
How to find your way around the Kogenta Connect interface.
Kogenta Connect uses a sidebar navigation to organize the main sections of the application.
Main sections
The left sidebar provides access to the primary areas:
| Section | Description |
|---|---|
| Dashboards | View, create, and manage your interactive dashboards |
| Data Workflows | Create and edit SQL-based data transformation workflows |
| Data Layers | Browse and manage your data assets (connected tables and uploaded files) |
| Data Sources | View the database connections available to your organization |
| Settings | Manage team members, organization branding, and data refresh settings |
View modes
Lists of dashboards, workflows, and data layers support multiple view modes:
- Standard list - a detailed list with metadata like last updated date, creator, and status
- Compact table - a denser table view for scanning many items quickly
- Grid cards - a card-based layout with visual previews
Searching and filtering
Each section provides search and filter capabilities:
- Use the search bar to find items by name
- Apply filters to narrow results by status, ownership, or other criteria
- Use sort options to reorder items by last used, last updated, creation date, or alphabetically
Favorites
You can mark dashboards and workflows as favorites for quick access. Favorited items appear prominently in your lists and can be filtered to show only favorites.
Folders
Workflows, dashboards, and data layers can be organized into folders. You can create nested folder hierarchies to keep your work structured. Items not assigned to a folder appear under the default "Unfiled" section.