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Table of Contents

Administration Guide

Managing datasets

You can manage datasets by going to Reports > Report Definitions > Datasets. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a dataset to display the menu.

Option

Description

Create New

Creates a new dataset.

Edit

Edits the selected dataset. You can edit datasets that you created. You cannot edit predefined datasets.

View

Displays the settings for the selected dataset. You cannot edit predefined datasets.

Delete

Deletes the selected dataset. You can delete datasets that you create. You cannot delete predefined datasets.

Clone

Clones the selected dataset. You can edit cloned datasets.

Validate

Validate selected datasets.

Validate All Custom

Validates all custom datasets.

Search

Lets you search for a dataset name.

Managing datasets

You can manage datasets by going to Reports > Report Definitions > Datasets. Some options are available as buttons on the toolbar. Some options are available in the right-click menu. Right-click a dataset to display the menu.

Option

Description

Create New

Creates a new dataset.

Edit

Edits the selected dataset. You can edit datasets that you created. You cannot edit predefined datasets.

View

Displays the settings for the selected dataset. You cannot edit predefined datasets.

Delete

Deletes the selected dataset. You can delete datasets that you create. You cannot delete predefined datasets.

Clone

Clones the selected dataset. You can edit cloned datasets.

Validate

Validate selected datasets.

Validate All Custom

Validates all custom datasets.

Search

Lets you search for a dataset name.