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How To Edit Data Sources Used By A Report

The purpose of this article is to offer you a clear step-by-step process to edit data sources used by a report in DotActiv software.

Applicable Products: DotActiv Enterprise

Opening A Report Template

After opening DotActiv, ensure you are in the ‘Reporting’ tab.

Once there, navigate to the ‘Advanced’ section and click on the drop-down arrow next to ‘Custom Report’. Select ‘Report Builder’.

The ‘Custom Report Builder – Templates’ window appears. Here, you can either choose an existing template or create a new one.

After selecting your chosen report, you’re taken to your report.

Editing Data Sources

You may be required to edit the data source that you have already selected when setting up your report template.

First, ensure that you are in the Report Builder mode. Then ensure you are in the ‘Tools’ tab. In the ‘Edit’ section, find ‘Data Sources’ and click on it.

Doing so brings up the ‘Custom Report – Data Sources’ window as shown below.

Select the report and click on ‘Edit’. Then fill in all the necessary changes and click ‘OK’

Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.

Updated on August 19, 2020

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