How to Add New Datasets

In the Administration section, you can Add New Datasets. You can create Empty datasets, or Copy, Rollover, and Combinedatasets.

 

To add an Empty new dataset:

1.In Administration, click Manage Datasets and then Datasets.
2.Click the plus sign 2014.0 plus sign to add a dataset.
3.Type a Name.
4.Select the dataset Type: PROV, EST PYMT, or ACTR.
5.Select a Fiscal Year.
6.Select a Fiscal Period. For example, you can select FY - FY: full year.
7.Type a Group Rate %.
8.If required by your administrator, type the Case #.
9.Choose Empty for the dataset Transaction.
10.Click Tags or Classes & Subclasses to Apply the reporting functionality for the dataset.
a.If you want Tags applied to the dataset select Tags for the rolled over dataset.
b.If  you want Classes & Subclasses applied to the dataset select Classes & Subclasses for the rolled over dataset.
11.Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and information can be entered into the dataset.