Dataset - Manage Sources - Reportance Connection

A Reportance connection allows you to import data from another Reportance file. This provides a greater range of flexibility in reporting. Some use cases are when creating a consolidated report (see the knowledge article: Consolidations) or when maintaining separate files for divisions (see the knowledge article: Accounts - Divisions). 

Note: Only files from within the same Client Group can be imported. 

After selecting Add New Source from either method described in the Datasets - Manage Sources knowledge article, a new source screen will be displayed, select Reportance from this list of available connections.

After selecting Reportance the following form will appear. Select the required Reportance file from the drop-down list. The name of the source will default to the client name, this can be edited if required. After completing the form select Add Source. 

Return to Datasets - Manage Sources

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