> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fieldpal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard overview

> A guide to navigating the FieldPal web dashboard.

The FieldPal dashboard is at [dashboard.fieldpal.ai](https://dashboard.fieldpal.ai). It is the web interface for managers and admins to view reports, manage templates, and oversee the organisation.

## Navigation

The left-hand sidebar contains the main sections:

| Section               | What it does                                                       |
| --------------------- | ------------------------------------------------------------------ |
| **Conversations**     | View all conversations, including those in progress                |
| **Reports**           | View submitted, completed reports                                  |
| **Knowledge library** | Upload manuals, guides, and videos for the AI to reference on site |
| **Personas**          | Customise how the assistant talks to your team                     |
| **Report templates**  | Create and manage form templates                                   |
| **Users**             | Invite and manage team members                                     |
| **Settings**          | Organisation settings and configuration                            |

## Conversations vs reports

FieldPal tracks two distinct things:

**Conversations** are the sessions in the app. A conversation includes the AI chat transcript as well as the form being filled in. A conversation becomes a report when it is submitted.

**Reports** are the completed, submitted forms. This is where most managers spend their time: filtering, reviewing, and exporting the data that field workers have collected.

## Next steps

<CardGroup cols={2}>
  <Card title="View reports" icon="table" href="/dashboard/viewing-reports">
    Browse and filter submitted reports.
  </Card>

  <Card title="Export reports" icon="download" href="/dashboard/exporting-reports">
    Export report data to CSV or other formats.
  </Card>
</CardGroup>
