How to Use Projects

Projects are designed to help you jump back into previous work by recreating your report and its parameters as closely as possible.

How-To

1. Run a report as you typically would, applying your filters and parameters.

2. When finished adding your report parameters, click the “Save Project” button located next to the “Export” button.

3. Name your project.

4. Access your project from any time via the “My Projects” section of your Home page.

5. When revisiting past projects, you can either update and replace the initial project by saving it with the same name, or save your changes under a new project by giving it a different name.

FAQ

Q: What exactly gets saved when creating a project?

A: The report you ran along with all of its parameters will be saved in your project. However, the report will always reflect the datarun you have selected in your settings; projects will not permanently use the datarun from when the report was created.

Q: What happens if the report that my project is based on changes?

A: As reports within Analyst are updated and improved, your projects will change as well to reflect the newest version of the reports—all while maintaining your saved filters as closely as possible. This is one reason it’s a good idea to always review the parameters of your report when re-entering a project. In the event that Emsi completely removes a report that your project is based on, you will no longer be able to access that project.

Q: Can I change the name of an existing project?

A: Yes. Click on the “edit” icon next to the report and select the “rename” option, where you can then change the name of your report.

Q: Can I delete a project?

A: Yes. Click on the “edit” icon next to the report and select the “delete” option, where you can then your report. However, once the report is deleted it will be gone for good.

Q: Is there a limit to the number of projects I can create?

A: No.

Q: Can I share projects across my organization?

A: Not yet, though we hope to make that a possibility in the near future.