CHAPTER 10 MANAGING REPORTS
Altering Report Data Sources
Now that we have a shared data source that we can use for our Accounting reports, we need to change
the data source that the report is configured to use. We can do this from the Data Sources tab under the
report Properties within Report Manager. Navigate to our End of Month Financials folder in Report
Manager. Next, place your cursor over top of the AR Reconciliation report. When you see the down
arrow, click it, and then select Manage followed by Data Sources tab in the left menu. We have the
option here to browse to an existing shared data source or create a new one.
As one may deduce, we could have left out the previous section and performed the creation and
altering at the same step. However, we wanted to show you how you could use the New Data Source
button to create a new data source that could be consumed by other reports needing pre-configured
authentication settings. With that being said, let’s continue on and link this report to the shared data
source that we just created. Click the Browse button and navigate to our EOM Financials data source
under the End of Month Financials folder as shown in Figure 10-10. Click OK to alter the data source that
the AR Reconciliation report was using and then click Apply to save the new settings. In the next section,
we’ll show you how to create snapshots to store report history.Figure 10-10. Altering a reports data source