A Reportance connection allows you to import data from another reportance file. This provides a greater range of flexibility in the reporting in reportance. Some use cases are when creating a consolidated report or when maintaining separate files for divisions.
Note: Only files from within the same Client group can be imported.
After selecting add New Source from either method described in the Datasets Managing Sources knowledge article, a new source screen will be displayed, select 'Reportance' from this list of available connections.
After selecting Reportance the following form will appear. Select the required Reportance file from the drop-down list. The name of the source will default to the client name in reportance, this can be edited if required.
After completing the form select Add Source.
After adding the source the data can be loaded from within the Dataset.