As an Admin, you will have access to the 'Data Manager' accessible from the left navigation menu.

How to change the default name of a dataset?

  • Go to 'Data Manager' ➡ 'Datasets'

  • Type in a display name for the dataset that you wish to rename



How to edit field description & display name

  • Go to 'Data Manager' ➡ 'Datasets'

  • Select the dataset which contains the field you want to edit

  • Navigate to the tab 'Fields'

  • Search or scroll to find the field you're interested in

  • Type in a suitable display name & description



How to hide fields from the raw data grid

  • Go to 'Data Manager' ➡ 'Datasets'

  • Select the dataset which contains the field you want to edit

  • Navigate to the tab 'Fields'

  • Search or scroll to find the field you're interested in

  • Uncheck the checkbox 'Enabled'



How to change the default order of columns on the raw data grid

  • Go to 'Data Manager' ➡ 'Datasets'

  • Select the dataset for which you want to change the default column order

  • Navigate to the tab 'Fields'

  • Use the drag handle on the right end of each field to re-order it



Edit default field settings

  • Go to 'Data Manager' ➡ 'Datasets'

  • Select the dataset which contains the field you want to edit

  • Navigate to the tab 'Fields'

  • Search or scroll to find the field you're interested in

  • Click on the field name to open the field settings

  • Change the settings as needed

You can change the cell type, the format of the cell such as date format in case of a date field or precision in case of a currency or numerical field.



Note: Sometimes the precision setting is unavailable for Cell Type: Number because the field is an integer or whole number.