Creating a Reporting Data Model

A data model is an object that contains a set of instructions that can be used to retrieve and structure data for a report. You can create a reporting data model using the schema for the following entities:

• Idea
• Proposal
• Proposal Team
• Resource
• Resource Roles
• Resource Rates
• Project
• Project Team
• Project Team Allocation
• Project Org Hierarchy

To create a reporting data model:

1. Use the icon on top of the Left Navigation bar to expand the Left Navigation bar.
2. Select Administration.
3. Navigate to the Data Import & Export tab and click Manage Reporting Data Model.

   Note: If the Manage Reporting Data Model link is not enabled, ensure that you have completed the tasks described in Enabling the Reporting Data Model and Configuring the Reporting Schema User.

4. In the Entity column, in the Configuration Workbench: Manage Reporting Data model window, select the entities that you want to use in your data model.
5. Complete one of the following actions:
   • Click Export Data to create schema for the selected entities if they do not already exist. Select this option if you are configuring schema users for the first time.
   • Click Drop and Recreate Schema to drop and recreate the schema of selected entities. Select this option if you have modified your schema since you last created your data model.
6. Click Done.

Related Topics

Configuring EnterpriseTrack for Reporting

Enabling the Reporting Data Model

Configuring the Reporting Schema User