Once you've compiled all your customer/prospect data in Planhat, you need to visualize and analyze it, so you can identify patterns and anomalies, risks and opportunities, and so on. You'll also want to share your insights with your colleagues. Pages enable you to do all this. Pages are highly customizable, so you can create your own professional-looking reports to suit your organization, without being limited to basic set layouts. You can even create personalized slide deck templates that display live data.

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If you used the previous Planhat platform (app.planhat.com), you will be familiar with Presentation and Canvas Page types:

In upgraded Planhat (ws.planhat.com):

If you were previously using the original Planhat platform and are upgrading to ws.planhat.com, you can import and use old Pages you created previously, helping with a smooth transition. In this article, we will take you through how this works, and what you should be aware of.

There are a number of places you can access existing Pages in upgraded Planhat.

When you're designing a Section or a View, you can click "+ Add existing Page" to bring in a Page already created by your organization.

You can also view your tenant's Pages in Content Explorer. You can use the handy "Page type" filter to show specific Page types, e.g. Canvas Pages in particular.

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In upgraded Planhat (ws.planhat.com), you can see if a Page is from the original platform (app.planhat.com) because we automatically add a tag to the end of the name: "- CI Page (old)". You can see this in the screenshot above. ("CI" stands for the Customer Intelligence Module in app.planhat.com.)

Once a Page is converted, this old version of the Page will be deleted, and you'll just have the new copy of the Page for upgraded Planhat, without this tag in its name.

If you click to open a Canvas Page, you'll see this modal:

Click the "Confirm" button to create a Dashboard from the original Canvas.

If the "Confirm" button is grayed out, you can mouse over it for a tooltip to see why. You need sufficient permissions for each Page - you may notice that you personally can open/convert some Pages but not others.

If you click on an old Presentation Page it will simply open - there isn't a modal like this.

To summarize:

Data configuration and filters for both Presentation and Canvas Pages will be maintained.

There will be some slight differences in the styling options in ws.planhat.com v. app.planhat.com, which are outlined in the "style updates" section below.

Pages in an older (app.planhat.com) format within the upgraded platform can be identified by "- CI Page (old)" in the name, as mentioned above (and, of course, if it's a Canvas Page then it's from app.planhat.com). The import process will remove the original Page from upgraded Planhat and create a new, updated version of the Page, separate from the previous one. This means any changes made to the original Page in the earlier platform (app.planhat.com) afterwards will not sync to the new Page in upgraded Planhat - and vice versa.

Using Presentation Pages from the older platform in upgraded Planhat is straightforward, because this Page type exists in both Planhat versions.

If you open older Presentation Pages in upgraded Planhat, they will retain their structure and content, ensuring a seamless transition. All widget inputs and filters will be converted as-is, preserving the functionality of your Presentations.

Converting Canvas Pages to Dashboards involves a bit more complexity, but we've built an automated conversion system to handle most of the work. As we mentioned earlier, you'll see this modal when you go to add a Canvas Page:

Here are the key points about the process:

To ensure your Pages look their best in upgraded Planhat, we've made some updates to styling. These apply to both Presentations and Canvases/Dashboards.

All imported Pages/widgets in upgraded Planhat will automatically be set to use the default palette in your Planhat tenant. Pages/widgets can be edited to use different palettes once they're brought over.

All saved palettes will be brought over to upgraded Planhat.

Your color palettes can be viewed and edited in the "Settings" Global Tool for admins.

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In upgraded Planhat, we've simplified the border and drop shadow settings to make it easier for you to create visually appealing pages.

When importing/converting Pages from the original Planhat platform to upgraded Planhat, widget border and drop shadow settings will be applied in a manner most consistent with the original Page settings.

Original Planhat (app.planhat.com)

Upgraded Planhat (ws.planhat.com) - streamlined options

To apply drop shadow in upgraded Planhat, select "Tile" within the "Outline" dropdown menu.