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Getting startedNot reviewed

Navigate the Survlytics workspace

Use the seven stable workspace destinations, project context, contextual resource tabs, and compact analysis method picker.

When to use this

Use this after signing in or whenever you need to locate a module.

Why it matters

Knowing the difference between project, dataset, analysis, and reporting areas reduces accidental context switches.

Step-by-step instructions

1. Use the project selector to change the active study context.
2. Use the seven primary destinations for Dashboard, Projects, Datasets, Research Journey, Analysis, Qualitative, and Results & Reports.
3. Inside a dataset, use contextual tabs for Overview, Data Explorer, Variables, Data Quality, Distributions, and Versions.
4. Open Analysis, then use Find an analysis to search the five method families by method name, purpose, or familiar term.
5. Confirm the active project, dataset, and immutable version before interpreting a result.
6. Open Results & Reports for saved analyses, Results Notebooks, and report building.
7. Use the account menu for profile, appearance, the AI Research Assistant, and authorised brand controls; use Help in the top bar for guidance.
8. Browser Back, Forward, refresh, and copied deep links preserve the current workspace URL.

Expected outputs

A clear route to the current task without changing research data.

How to interpret the results

Navigation state is presentation only. Opening a page does not complete a research stage or modify evidence.

Common mistakes

Do not interpret a visited module as completed work. Confirm the active project and dataset before running an analysis.

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