Use Administration > Import Reporting Datasets to import reporting datasets. For Sequential datasets, the periods must be sequential and the underlying data in the datasets must rollover. For Additive datasets, the periods must be identical.

 

You will import reporting datasets by completing the appropriate fields in the #CDR# Reporting Dataset worksheet in the Import Categories template. Although the worksheet is in the Import Categories template, the reporting datasets worksheet will not import when selecting the Import Categories option.

 

When importing the mappings for the Import Reporting Dataset, the related datasets must be in the system. The system adds the mappings only if the dataset names match the names of the related datasets (exactly) in Manage Datasets > Datasets.

 

Only Administrators can import the Import Categories template. If there are errors during the import process, review the log file Jobs.

 

See Reporting Datasets for more information about Sequential and Additive datasets.