How to create a Datasource

In the study context, the top-level menu under Analysis includes two items that allow you to prepare datasets for download and create custom reports.

The Datasources functionality provides various data templates that can be used to export data to Excel or serve as a basis for reports. These templates currently include datasets for released RACT, risks, tickets, ticket actions (ICA and PA), and KRIs.

Create a new Datasource

To create a new datasource for downloading a dataset in Excel or using it as a basis for a report, follow these steps:

1. Navigate to the Datasources page under Analysis in the study context.
2. Click New Datasource:

3. Add Datasource ID and name in a popup window and click Create:
4. The newly created datasource will appear in the Data Sources list. Open the created datasource:

5. In the opened page click Edit:

6. In the right-hand editor, click Main Datasource, select one of the templates and click Save:

7. Now it is possible to download the dataset in Excel format. It is possible to edit a datasource or delete it.

Using the created datasources, you can build custom reports with the Reports functionality. Reports can then be downloaded in PDF format.