Every project lives inside a client. Open a client to reach its Projects tab, which lists every report and dashboard for that client. Use it to find, open, or manage any project.
Filter and search
- Search — type in the search bar to match by project name.
- Type filter — show only Reports or only Dashboards.
- Sort — switch between recent activity, name, type, and date created.
What’s on a project card
Use consistent project naming — including month and year (e.g. Paid Social — March 2026) — to make the list searchable as it grows.
Quick actions
From any project card’s three-dot menu:
