Definitions for the terms used throughout the rebuilt documentation. These definitions match the new Databooks and Reportbooks workflows and terminology.
The title bar dropdown or file-level menu used for actions such as sharing, file operations, or other document-level tasks.
A saved Reportbook filter state. Bookmarks store criteria, not data, and can be private or shared.
A container for one or more related tables in Clarity. Databooks support typed columns, validation, version history, hierarchies, permissions, and push workflows.
The holding area for deleted Databooks or Reportbooks before final purge.
The level at which a filter applies. In the current documentation, the main scopes are Visual, Page, Report, and Global.
The default hierarchy view in a databook table. It shows values in their imported or manually entered order before you create custom hierarchies.
The vertical data-entry view and the tool used to choose which fields appear in that form. Forms are useful when you want a cleaner experience than direct grid editing.
A field type that tells Clarity to assign the row key automatically. Generated IDs are read-only in both forms and grid views.
A Reportbook filter that operates above the individual report level so the selected value applies across all pages in the reportbook.
The Databook action that updates linked semantic models after a data change. Push all refreshes every linked target in one action.
| Level | What it allows |
|---|---|
| Viewer | View data and consume report content. |
| Editor | View and edit content. |
| Owner | View, edit, and manage settings or permissions. |
A curated collection of report pages that can combine multiple underlying reports into a single navigable experience.
A permission model that limits which rows a user can see or edit.
A predefined list of allowed values for a databook field.
The recorded history of changes to a Databook or Reportbook, including who changed what and when.