Learn how to view and manage your Transect Reports and Projects in the Dashboard.
The Dashboard serves as a home base for your reports, projects, and saved parcel searches. From the top navigation bar, you can also access the Map, Marketplace, Help Center, and user settings.
In this article, we’ll review:
Getting Started
The Dashboard is the primary landing page after you’ve logged into Transect. From this page, you can easily view all of your reports and parcel searches or order a report. To order a report, select Order Report or click Open Map* to search for a project boundary.
The Navigation Bar
The Navigation Bar can be found at the top of any page in Transect. From the Navigation Bar, you can navigate to different modules, such as the Map or Marketplace, check your notifications, and modify your user settings.
- Dashboard: This routes you to the main landing page, where you’ll see all of your reports, projects, and saved parcel searches.
- Map: Within the Map, you can use the locate suitable parcels with the Parcel Filter, add or remove layers, create a buildable area, and more!
- Marketplace: This is your one-stop-shop for environmental services, where you can order Phase 1, Alta Surveys, and other services.
- Help Center: Our Knowledge Base provides step-by-step instructions to maximize your use of Transect.
- Live: Chat with an Environmental Specialist** to learn more about your area of interest or get connected with Customer Support.
- Notification Bell: This is where you’ll be notified when reports, buildable area, or exports are ready for view. You’ll also receive a notification via email.
- Name: The name dropdown is where you’ll access your Profile and can make changes to your email address, password, and notification settings. From this menu, Transect Administrators can access the organization’s Account Settings.
**The Chat with an Environmental Specialist feature is only available for certain subscription levels. Please contact your Transect Customer Success Manager or Customer Support for more information.
The Project Table
The Project Table provides a list of your created reports and projects, where you can search or filter to see those created by your organization.
- Quick Filter: Quickly search for your report by name.
- My Projects: Change your view to include your company’s reports and archived reports.
- Edit Columns: Modify the columns that are shown on the dashboard by choosing which that you’d like shown.
- Pushpin: Favorite a report to bring it to the top of your list by clicking the pushpin next to the report's name.
- Report Name: Select the report name to open up the report’s Executive Summary.
- Concern Levels: View concern levels at a glance with red/yellow/green color-coding for each key area–species, waters, environmental concern, and protected areas.
- Status: Update your project status with this subjective field to indicate whether it is approved, needs review, in progress, blocked, rejected, or completed.
- Tags: Show whether a report has been tagged. Users can tag their projects to easily categorize and organize their work.
- Sharing: Click to share your report with other users. The number indicates the amount of users the report has been shared with. Learn more about sharing your reports here.
The Saved Parcel Searches Table
From the Saved Parcel Searches table, you can quick filter through your searches or searches that have been shared with you. You can click the search name to open it in the map, or click the 3-dot menu and select View in Map.
- Quick Filter: Quickly search for your parcel search by name.
- My Searches: Change your view to include your company’s searches.
- Pushpin: Favorite a report to bring it to the top of your list by clicking the pushpin next to the report's name.
- Parcel Search Name: Select the parcel search name to open it on the map. This also populates the “Your Site Selection” panel, where you can view Solar Pulse information, the concern breakout, key details, and parcels.
- Acreage: View the total acreage associated with your parcel search.
- Sharing: Click to share your parcel search with other users. Administrators can also enable organization-wide sharing.
- 3-dot Menu: Select the 3-dot menu to export landowner information, view the area on the map, or delete the search.
Ready for more? Learn how to create a report from the Dashboard.