Managing Reports Using the Report Builder › Data Objects › Add a Data Object

Add a Data Object

You can add and edit data objects to define the source and content to retrieve for a report.

Follow these steps:

1. Click Administration, Report Builder.

   The Report Builder page appears, with Data Objects selected in the left menu under the main menu. The existing data object folders appear.

2. Click Create Data Object.

   The Data Object Properties page appears.

3. Do the following:
   1. Select the Type of data object to create.
   2. (Optional) Select Show Advanced if you want to enter advanced specifications for the data object.
   3. Complete the fields, specifying the detailed options for the data object. The exact fields that appear vary according to your selections for Type and Show Advanced.
4. Set the permissions for the data object, as follows:
   1. Click Permissions.

      The Set Permissions dialog appears.

   2. Set the access levels according to role, business unit, and CA EEM user groups, as applicable.
   3. Click OK.

      The Set Permissions dialog closes. You return to the Data Object Properties page.

5. Click one of the following:

   Save

   Saves the new data object without displaying any data.

   Save & Test

   Saves the new data object and displays the first 25 rows of the resulting data.

The Catalog system saves the new data object.

Note: You can also click Create Data View to create a data view from this data object.