Tips and Tricks

Tips and Tricks to Maximize Dashboard Usability

Quick Switcher

The quick switcher is a nexus that brings together the platform's different modules together in a keyboard-friendly manner. Simply press Command+K like you would in any other modern application

The quick switcher allows you to search for different parts of the app, i.e. Entities, Report Filings, or File Exports, and quickly route to that section.

Google Entity

  1. In the Entity explorer:
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  1. Click on the three dots to the left of an Entity and Select "Look up Entity on Google" in the menu:
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  1. Unlock the "Google Entity" feature, the entity is automatically Googled:
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