Overview (Manage Content)

This option is found once you have created a project/portfolio. Review the ways to create or edit a project/portfolio below.

There are various ways to create a portfolio, from adding searches to uploading data. You can make a portfolio from scratch or add results to an existing portfolio as well. The two main ways to upload data to a portfolio are via spreadsheet or through a link. 

See the various examples below and visit the Upload data tutorial to learn more about each:

Create a portfolio using the Create Project button by uploading data from:

• Spreadsheets
• Unique urls
  • Executed search, recent searches, shared link
• In development: Copying an existing portfolio

To edit existing portfolios, which are shown as options under your Recent Projects and as hyperlinks in the table below, you can also upload data from:

• Spreadsheets
• Unique urls
  • Add results via download/spreadsheet
  • Add searches to build up a portfolio

Create Project: Add Content

After creating a project, or opening a project, this is the home page of that project page, which includes Manage Content: