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Navigation in Sightline

There are five core tools we use to navigate within Sightline:

  1. Apps
  2. Dashboards
  3. Tables
  4. Reports
  5. Forms/Records

In this guide we will review each one with images and give explanations of each concept.

1. Apps

You can navigate between apps by going to the "My Apps" tab. Each time you open an app it will open a new App Tab and store it in the App Bar for easy access later.

You can categorize your apps if you'd like and filter based on the category.

App Home Page

You can quickly swap between recently used apps by clicking on the tabs in the App Bar.

Switching Apps

2. Dashboards

Each app has a Dashboard/Home Page. Dashboards can be different depending on their purpose and guides for navigating the dashboard(s) within each app can be found in the "Plans" section.

You can navigate to the Dashboard/Home Page by clicking on the "Home" button on the left side of the navigation bar.


3. Tables

Tables are similar to a single tab in an excel spreadsheet. You can navigate to the different tables by selecting each table from the Navigation Bar. Each table displays a default report when you arrive.


You can also click the drop-down on the right-hand side and search for a specific table.


4. Reports

Each Table may have more than one report. Reports are unique ways to browse the information in each table. Reports may filters tables in different ways or leave out different fields. Some have specific uses, or are designed for exporting.

If you ever need a new report made reach out to us on our Discord Community!


Once you have navigated to the report you want there are different ways to edit/interact with the data on the report. Reports allow you to Grid edit the information, filter the information, downloadload a CSV of the report, save a link to the report and more.

Report Options

5. Forms/Records

You can create, view, and modify a record from the report/table view. Create a record using the "+ New ____" button. To view a single record you can click the eye next to it on the left. To edit, the pencil.

New, Edit, View Record

That's all there is to it! Once you understand these 5 basics of navigation exploring and finding your way around in Sightline will be a breeze. Check out the next guide by clicking the arrow on the right below!