Data sources define the connection point that the Dashboards requires before it can access any Cleo application data and produce reports. Before viewing reports, a data source must be selected.
Cleo Dashboards prompt you to select a data source upon initial login. If not selected then, you will be required to do so before running any reports.
There are two methods to select a data source. Both accomplish the same result.
- Choosing the Manage Data Source option that is available from the Dashboard Menu's Dashboard section (User view).
- Choosing Manage Data Source from the User/Dashboard drop-down menu.
Click the data source name to make the selection.
Note: You are returned to the main Dashboard menu, and the selected data source for your Dashboard session displays at the top-right of the menu screen.
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