Sage Surfaces TSM Training

You’ve logged in…now what?

• Favorites

• Home

• Lists all reports you have marked as a “favorite”

• Navigates to your default “home page”

• Recents

• Explore

• Lists reports you have recently viewed

• As a default, navigates to “Top-Level Projects”

• Shared with Me

• Lists reports others have shared with you

Tableau terminology

Projects = Folders Workbooks = Dashboards

• Recommendations

• Tableau’s list of machine-learned recommendations, based on your reporting history

Views = Individual Worksheets – may or may not be included in a dashboard)

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