Selecting a Data Source

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.

  1. Choosing the Manage Data Source option that is available from the Dashboard Menu's Dashboard section (User view).

  2. Choosing Manage Data Source from the User/Dashboard drop-down menu.

Click the data source name 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.