FAQ content

Editing the info and recording mode of a Finance dataset

In this article

To edit a dataset's name, description, and/or recording mode:

  1. Go to Admin > Manage Datasets.
  2. Click on the dataset's Edit () button in the Actions column.

Editing a dataset

  1. Under the Edit Dataset Info tab, edit the name, description, and/or recording mode as needed.
    • Note: the recording mode can only be changed when the dataset is empty.
  2. Click the Next >> button to save your changes.

Editing a dataset's info