Scratchpad

A comprehensive guide on using Scratchpad to gather insights and collaborate.

What are Scratchpads?

Scratchpads are your go-to space for gathering related insights. You can add text, images, Reports, Dashboards, and Cohorts to create a comprehensive story around your investigatory workflows or daily tasks without the need to build a full Dashboard.

Create a Scratchpad

To access the Scratchpad activity, locate the right-hand sidebar and click the second icon. This opens the Scratchpad activity. Click Create Scratchpad to start your first Scratchpad. To rename it, double-click the title and enter a new name.

You can expand or minimize Scratchpads by clicking and dragging their edge.

Adding Content to a Scratchpad

Adding Images, Reports, Dashboards, or Cohorts

To add content, use the plus (+) button. Selecting an image opens your file picker, while choosing Reports, Dashboards, or Cohorts takes you to Universal Search.

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Pro-tip: Use the images option to display GIFs in Scratchpad.

You can also add Reports by opening the Report, clicking the Add To button, and selecting a Scratchpad. Reports added this way appear at the bottom, while those added with the plus (+) button appear at your chosen location.

Dashboards and Cohorts can only be added via the plus (+) button and selection from Universal Search. These appear as links, providing quick access to frequently used resources.

Adding Text

Text can be inserted anywhere between images, Reports, Dashboards, and Cohorts. Wherever you see a plus (+) button, you can add text. Formatting options include bold, italics, underline, highlight, headers, lists, horizontal line breaks, and links.

Sharing Scratchpads

Scratchpads are private by default but can be shared with others. Sharing is similar to sharing a Dashboard, but others can only be editors, allowing them to update the original Scratchpad.

When shared with you, a Scratchpad appears in a new section in the selection drop-down, helping you organize Scratchpads created by yourself and others.