The Create & Share section is a space, and a philosophy, that allows you to socialize data, build reports, and share insights across your organization. Whether you’re preparing a dataset for analysis or distributing an insight-rich report, this guide will walk you through all the essential steps.
Access the Create & Share Space 🚀
Navigate to the Create & Share section within the platform. This is where you can:
Build shareable datasets and reports
View drafts and previous creations
Export or distribute your work easily
💡 Share functionality is available on graphs and cards throughout the platform. Try it out!
Create a Dataset 🛠️
Go to the Create > Dataset
Choose the type of data you want to explore, for example, Key Financials.
Select a list of companies you'd like to extract the information from. These are the same lists, as in your Company section
Save or download your dataset once it’s ready
💡 Tip: You can always revisit and update your dataset as new numbers become available 🔄.
Review and Manage Drafts 👀
After creating a dataset, it will appear in your available drafts. From here, you can:
Open and edit previous drafts
Refresh them with updated data
Prepare them for sharing once finalized