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Understanding Sheets

Sheets are the primary way to organize data in Raycaster. Each sheet is a collection of structured data with rows and columns, similar to a spreadsheet but with powerful research capabilities.

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Types of Sheets

Raycaster offers several types of sheets for different research needs:

Sheet TypePurposeDefault Columns
Company SheetResearch and track organizationsCompany Name, URL, Country, Size, Industry, etc.
People SheetResearch and track individualsName, Title, LinkedIn URL, Email, Company, etc.
Custom SheetSpecialized research needsCustom-defined columns

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Creating a New Sheet

1

Navigate to the Research Page

Go to either the Company Research or People Research page, depending on your needs

2

Click New Sheet

Locate and click the “New Sheet” button in the top-right corner of the page

3

Configure Sheet

In the creation dialog:

  • Enter a descriptive sheet name
  • Select the sheet type (Company, People, or Custom)
  • Optionally, choose a template to start with
4

Create Sheet

Click “Create” to generate your new sheet

When you create a new sheet, the system automatically adds default columns. You can add, remove, or modify these columns as needed.

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Managing Existing Sheets

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Renaming a Sheet

To rename an existing sheet:

  1. Open the sheet you want to rename
  2. Click on the pencil icon next to the sheet name
  3. Enter the new name in the edit field
  4. Press Save to save the changes

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Duplicating a Sheet

Creating a copy of an existing sheet:

1

Open Sheet Menu

Open the sheet you want to duplicate, then click the check box on the top left of the sheet

2

Select Duplicate

Click “Duplicate Entire Sheet” or “Duplicate with Selected Rows”

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Deleting a Sheet

To delete a sheet you no longer need:

Deleting a sheet permanently removes all its data, including all rows, columns, and research results. This action cannot be undone.

1

Open Sheet Menu

Open the sheet navigator and hover over the sheet you want to delete.

2

Select Delete

Click the trash icon on the top right of the sheet selector

3

Delete Sheet

Click “Delete” to permanently remove the sheet

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Sheet Searching and Organization

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Finding Sheets

To locate existing sheets:

  1. Go to the Company Research or People Research page
  2. Use the search bar to filter sheets by name
  3. Order sheets by date created (newest/oldest)

For sheet management best practices, see the Best Practices section.