Data sources define the connection point that the Dashboards require before you can access any Cleo application data and produce reports. Before viewing reports, you must select a data source.
Cleo Dashboards prompt you to select a data source upon initial login. If you don't, you will need to before running any reports.
There are two methods to select a data source. Both accomplish the same result.
- As an Admin user, you can choose the Manage Data Source option from the main menu page (under Dashboard) or the User<Dashboard drop-down menu.
- As a basic user, you can choose the Select Data Source from the main menu page, or from the User<Overview drop-down menu.
Click the data source name to make the selection. Two possible selections are shown here.
Note: Once selected, 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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