The My Cards screen is the main screen that shows after going to Data Sources within the app. Sometimes it is also called the Card View screen. Access it by clicking the My Cards button on the left navigation bar. This screen lets you see all the Audit and Journey cards with options to filter, search, sort, and group them.

You can filter, group, and sort cards to organize the cards.

By default, all cards show up in the Data Sources screen, but when filtered, only the matching cards show. Filter by:

Filter the cards by clicking the checkbox for the type of card (Audits or Journeys). If cards have labels applied, enter a label to filter further.

Filtering on the check boxes hides or shows cards based on whether they are Audits or Journeys.

Filtering on labels allows you to further organize your cards in a variety of ways. Enter labels to filter the list of cards; entering more than one label narrows the filtered results to those that have all the terms.

Each card has a bar at the bottom of it to create and assign one or more labels, such as Discovery Audits and Large Audits. A best practice is to keep the title of the card short and use labels to categorize it in as many ways as you need.

Entering a name in the Filter by Name box limits the list of cards to match by card title.

Want a guided in-app tour? Check out our First Time User Walkthrough

When you click on a check box on an Audit or Journey you can access the following:

You can sort Audits and Journeys by:

You can group Audits and Journeys by:

Creating and editing domains is done inside an Audit or Journey. On the sub-folder selector inside the Audit or Journey edit screen, select the sub-folder from the drop-down list. Sub-folders are organized underneath folders; the folder you choose will determine the sub-folders available. If the sub-folder is not listed in a folder, create a new one by clicking the "create sub-folder" link. Enter the sub-folder name and data layer (if known). The new sub-folder will be available to any Audit or Journey created in that folder.
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Create a sub-folder from inside an Audit or Journey screen.

Edit or delete a sub-folder the same way you would a folder.

A sub-folder can only exist in a single folder. However, you can create the same sub-folder name in other folders. For example, the folder Production Sites may contain the sub-folder mysite.com, and if any other folder contained a name called mysite.com, it would be a separate instance and the two domains would be completely unrelated.

As an Admin, you can modify folders, sub-folders, associated data layers, and labels under under Settings. This is helpful if you're wanting to make bulk changes, such as adding a new data layer object name to all of your sub-folders or deleting old/unused folders.

To see the cards listed as full-sized cards or in a more compact list view, choose the view icons at the top right of the screen

Click the View buttons to toggle between full-sized or list view.

If there is not a sub-folder assigned to a folder, click on the ellipses icon and you can:

Sometimes an Audit needs to be stopped mid-run because of a configuration or other mistake. To stop the Audit, click on the card's ellipsis menu and choose Stop & Discard while the Audit is running. The Audit will stop and the data from its run will be discarded. It cannot be stopped while it is in the queue waiting to run. All data from the incomplete run is discarded.

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An Audit must actually be running in order for it to be stopped; it cannot be stopped while waiting in the queue.