rocket_launch Getting Started with Clarity
Everything you need to go from first login to confident daily use.
lightbulb Why Clarity
Clarity gives you two things:
- stacks Databooks — Your consolidated data source with related tables. You can import data using our APIs or keep it simple and upload your Excel files, ensuring data quality upon import.
- table_chart_view Reportbooks — Unified Power BI reporting across workspaces into a consolidated report catalog. Filter once and explore across all pages without re-selecting criteria.
apps What Clarity Does
| Component | Function |
|---|---|
| stacks Databooks | Store and manage reference data, hierarchies, and configuration tables with built-in validation and version history |
| table_chart_view Reportbooks | Organise, filter, and share Power BI reports with bookmarks, snapshots, and usage tracking |
rocket_launch How to Get Started
stacks Step 1: Working with Databooks
Create tables, define columns with data types, set up validation rules, and import your data. Databooks support hierarchies, cross-table lookups, and row-level security.
table_chart_view Step 2: Working with Reportbooks
Build report collections, set up global filters, create bookmarks for saved views, and share with your team. Reportbooks can pull from multiple Databooks across workspaces.
new_releases Step 3: What's New
Latest features, improvements, and release notes.
group Who Uses What
| Role | Primary Use |
|---|---|
| Data owners | Maintain Databooks — manage tables, hierarchies, and data quality |
| Report builders | Create and configure Reportbooks — layouts, filters, components |
| Report viewers | Consume Reportbooks — apply filters, use bookmarks, export |
| Administrators | Manage permissions, monitor usage, configure integrations |
menu_book Where to Find Help
| Resource | What It Covers |
|---|---|
| Working with Databooks | Tables, columns, constraints, hierarchies, importing |
| Working with Reportbooks | Pages, filters, bookmarks, sections, sharing |
| Glossary | Definitions for all Clarity terms |
| What's New | Release notes and new features |
verified Why It Matters
| Benefit | How Clarity Delivers It |
|---|---|
| Single source of truth | Databooks centralise reference data; Reportbooks pull live from Databooks |
| Data quality | Typed columns, validation lists, and constraints prevent bad data at entry |
| Consistent reporting | Global filters apply across all pages; bookmarks save specific views |
| Audit trail | All changes to Databooks and Reportbooks are versioned with user and timestamp |
| Controlled access | Permissions at the item, folder, or row level |
star Feature Highlights
filter_alt Global Filters
Set a filter once (date, team, region) and it applies to every page in the Reportbook until you clear it.
bookmark Bookmarks
Save a specific filter combination. Return to that exact view with one click. Share bookmarks with your team.
photo_camera Snapshots
Freeze a Reportbook at a point in time for audit or distribution. Snapshots preserve the data as it was, not live data.
bar_chart Usage Visibility
See which pages and reports are being used, by whom, and how often.