Records

Records are individual entries stored inside a Dataset.

Add and manage records

Open a Dataset and choose Add Record. Required elements must be completed before saving. Records can be searched, filtered, sorted, viewed, edited, printed or deleted according to permissions.

Shared-user ownership

A user receiving a shared Dataset may add new records. That user can edit and delete only records they created. The Dataset owner can manage every record.

Pin to Home

When adding or editing a record, use Pin to Home when available. Pinned content appears on Home with the table first, the chart-type dropdown next, and the animated chart below on mobile.