Use the Dashboard to summarize the status of the online data connections.
Check out our 60 second tour of the app to learn the basics. (Comeback) replace video
Repositories (Sites)
A repository is a secured silo of financial data. Repositories capture data from multiple sources, depending on your needs and workflow. Enterprise clients that have multiple repositories set up can use the pull-down menu near the database icon to switch between active repositories.
For more information, see (comeback) Repositories
Online Sites and Automation Stats
The Dashboard summarizes your Repository data, or sites. Every site that has some automated data connected to it is considered online. Most clients will have only one site.
The graph at the bottom of the Dashboard shows the number of times each day that an automated data stream was injected into your Repository.
Don't See Anything on Your Dashboard?
Our beta site is currently running by invitation. If you registered without an invitation or before we set up your account, your Dashboard might look completely blank and the only navigation option is Home. Please contact your Theorem account representative to get set up.
See Also
Site Map
Video Tours
Converting from the legacy app
Beta Project Status