• Designing Interactive Reports
  • Accessing the Dataset Designer
  • Creating a Dataset
  • Creating a List Report
  • Creating a Chart Report
  • Selecting More Columns
  • Default Columns
  • Editing a Column
  • Grouping Columns
  • Adding Aggregate Functions
  • Chart Report Type Options
  • Additional Dataset Formatting Options
  • Running the Dataset Report
  • Saving the Dataset
  • Opening a Saved Dataset
  • Editing a Saved Dataset

Accessing the Dataset Designer

To access the Dataset Designer:

1. Hover over the Modules tab in the top navigation bar. In the fly out menu, click Reports.
2. On the Reports Overview page, expand the Dataset Designer group item and click Dataset Designer. 



The Datasets page displays.