Reports

Reports

You can customize the data sources found in Reports by editing the row data of custom data sources. 




Add Data Source

You can now edit the row data of custom data sources for Official Reports.
  1. First, go to Settings, then go to the Reports tab. 
  1. Next, click the Add New button to launch the Add Data Source drawer. 
  1. Here type in the name of the data source, select the type of data source you want to use (Demand or Planning), and the Date Range and Time Bucket. Selecting a Demand Type or Planning Objects, or Attributes is optional. Click Create. 




  1. Once you have successfully created your custom data source, we recommend running Snapshot Report Data Sources in the Actions Panel. Click the blue 'Snapshot Report Data Sources' link.







  1. The Actions drawer will launch, click Run to run the Snapshot Report Data Sources.







  1. After running Snapshot Report Data Sources, launch the Reports module and go to Custom Reports.
  1. Click on your newly created data Source to open it in a new tab. 




  1. Click the Edit Row Data button. The cells of the report will turn yellow, indicating they can now be edited.




  1. Edit any values in the rows you wish customize.  
  1. When finished, click Save Row Data. 
  1. Lastly, export the edited data by right clicking on the report and selecting the format (CSV or Excel).

Snapshot Resource Capacity Data as a Data Source

You can use Resource Capacity Data as a data source for reports and dashboards by capturing the data in a snapshot. Additionally, this custom data can be transferred back to the SQL database.























Data Sources Security

When a data source is created, by default the security role will be set to visible to all users. If you would like to change the security of a data source, click the Configure button and use the Visible to Users and Visible to Roles dropdowns to select different security options.

You can restrict users from seeing all data by selecting the data source directly.

Data Sources cannot be hidden from Administrators, administrators will always have visible access to all data sources. Also, Official Data Sources are now listed in the Edit Page, and only their security can be modified. 





  1. Click Save after selection.






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