In this article, we will explain to you in simple steps how to add a second data source from the same integration to a report.

Add the data source at a client level. For this, you need to go to the client file, click on the "Add data source" button and add the new data source.

  1. Once you have your second data source, click on create a report. You can either create a report from scratch or use a template. Either way, the system will ask you to choose one data source for it. Note that you will be able to choose just one of them.

  2. Now that you have your report, if you want to change the data sour in one of the widgets, please open the widget settings, click on the data source tab and click on the drop-down menu. You will see the options you have available, and you can change the data source from there.

  3. Now, if you want to add a new widget with a different data source, it is as simple as doing click on the "+" button > Widget > choose the new data source> save.

You will see the data source name under the KPI/Widget name. That way, you can recognize which account the data is from.


How to connect a report

How to reauthorize a connection

How to remove a data source

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