Basic configuration about the data view is defined on the Setup page.

• Name is a unique name for this data view.
• Title is displayed in the Versago user menus
• Category is the grouping mechanism used in the default Versago menu structure.
  • Previously defined categories can be selected from the drop-down list. A new category can be created by typing the desired value and selecting Add from the drop-down.
• Description is an optional internal explanation of the data view.
• Instruction is displayed at the top of the user data view page.

• Roles define the group of users that have access to the data view.
• Activate the Public option if the data view should be available prior to a user logging in.
• Activate the Do not show in menu option when you have a report that you do not want to be displayed in the standard Versago menu structure.
  • The most common use of this option is when the report is only used as a lookup tool in Versago Forms, or as a sub-report in other Versago Reports.

• List or Chart format is the default “row & column” presentation.
• Enable Paging is used in conjunction with Page Count if you want to ensure that a specific number of records are displayed on each page.
• The Schedule format presents the data view in a calendar. See the Schedule page for additional configuration information.

• Select the Connection Name from the list of configured connections. See the Connections page for information on configuring database connections.
  • When a connection is selected, the associated database name is displayed to the right.
• Select the Data Source Type