Step 1: Create an Account or Sign In
To create an account, you can follow our account creation walkthrough. After you sign in, you should land on your organization management page.
Step 2: Create a Report.
On the navbar, select the tab that says Create.
Step 3: Select a Report Type
You will be presented with 4 distinct report types. To follow along with this walkthrough, select Dashboard.
Step 4: Select PreTrained Gallery
After selecting your report type you will have a number of input options. For this walkthrough, select PreTrained Gallery.
Step 5: Select an Index
You will land on a page allowing you to specify an index from our pretraiend gallery and report name. Select the index Tech under Earnings Calls to follow along with this demo, or select any other dataset that catches your eye. Provide a title and hit submit.
Step 6: Instant Dashboard
After you submit your report, you should land on a dashboard page similar to the one rendered below. You can view the final dashboard here.