Skip to main content

Root Homepage

Overview​

The Root Homepage is the central hub of Root Analytics, where all your reports are displayed and managed. You are presented with a visual grid of reports you are authorized to access — each displayed as a card showing a live preview of its charts and data.

Root Analytics is a data visualization tool that enables users to create, manage, and share reports for informed, data-driven decision-making.

Accessing Root Analytics​

  1. Log in to your OmegaAI account.
  2. On the left sidebar, click Root.
  3. The Root Homepage opens, displaying all reports you are authorized to access.

1

Homepage Layout​

ElementDescription
Favorites (n)Appears at the top of the Homepage when one or more reports have been marked as favorites.
All Reports (n)Displays all reports available to you, each shown as a card with a visual preview and title.
Sort DropdownLocated at the top right of All Reports. Options: Latest, A to Z, Z to A.
+ ButtonBlue button at the bottom right to create a new report.

Report Types​

TypeDescription
Premium ReportsCurated by RamSoft. Marked with a gold crown icon. Available to all users and cannot be modified or deleted.
Custom ReportsCreated by users within your organization. Can be edited, duplicated, or deleted by their owner.

1

Report Card Options​

When you hover over a report card, the following options appear:

1

IconNameDescription
StarFavoriteMarks the report as a favorite for quick access.
Circle+CopyCreates a duplicate of the report.
TrashDeletePermanently removes the report.
ShareShareShares the report with others in your organization.

Managing Reports​

Opening a Report​

  1. Browse the report cards on the Homepage.
  2. Click any report card to open and view it.

Marking a Report as Favorite​

  1. Hover over the report card.
  2. Click the star icon.
  3. The report is added to the Favorites section, which appears at the top of the Homepage for quick access.

Copying a Report​

  1. Hover over the report card.
  2. Click the copy icon (circle with +).
  3. A duplicate of the report is created and added to your report list as "Report Name - copy."

Deleting a Report​

  1. Hover over the report card.
  2. Click and hold the delete icon (trash bin).

⚠️ Note: This action is permanent and cannot be undone. Only the report owner or an authorized user can delete a report.

Sharing a Report​

  1. Hover over the report card.
  2. Click the share icon (blue button at the top right of the card).
  3. For full sharing options, refer to the Sharing a Report in Root Analytics article.

Sorting Reports​

  1. Click the Latest dropdown at the top right.
  2. Select Latest, A to Z, or Z to A.
  3. The report grid updates immediately.

1

Creating a New Report​

  1. Click the blue + button at the bottom right of the Homepage.
  2. A blank report canvas opens.
  3. For full instructions, refer to the Creating a New Report in Root Analytics article.