To add an Empty new dataset:

 

1.In Administration, click Manage Datasets and then Datasets.

2.Click Add to add a dataset.

3.Type a Name.

4.Select the dataset Type: PROV, or EST PYMT.

5.Select a Fiscal Year from the list.

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 a Case #.

9.Select Empty for the dataset Transaction.

10. Click Tags or Classes & Subclasses to apply a datasource to the dataset for reporting functionality.

a.Select Tags to apply tags as the datasource for the dataset.

b.Select Classes & Subclasses  to apply classes & subclasses as the datasource for the dataset.

11. Select Yes, if the dataset is a Read Only dataset. Otherwise, the default is No and you can enter information into the dataset.