Importing Reporting Datasets

Reporting Dataset items can be imported when the data is populated on the Import Categories template. To import a new reporting dataset, complete the appropriate fields on the #CDR# Reporting Dataset sheet in the Import Categories template. Although the sheet is on the Import Categories template, the sheet is not imported when you select the Import Categories option. In the Administration area, Administration >select Import Reporting Datasets to import a reporting dataset.

Only Administrators can import the Import Categories template. If there are errors after the template is imported, they display in the View Last Import Log. When importing the mappings for the Import Reporting Dataset, the related datasets must be in the system. For Sequential datasets, the periods must be sequential and the underlying data in the datasets must roll. For Additive datasets, the periods must be identical.