Data Management

The Data Management section allows you to bring in, organize, and manage datasets that power compliance reporting, monitoring, and metrics.

Navigating to Data Management

• From the left-hand menu, select Data Management.

• You will see a list of all existing datasets with the following details:

  • Data Name – the dataset title.

  • Description – a short summary of the dataset.

  • Source – indicates file type (e.g., CSV).

  • Last Updated – the date and time when the dataset was last modified.

Creating a Dataset

Click Create Dataset to add a new dataset. You have two options:

Option A: Manual Input

• • Select Via Manual Input.

  • Define the number of columns (fields) for your dataset.

  • Enter column titles and fill in row values.

  • Add more rows or columns using the + Add row and + Add column options.

  • Once done, click Add Data to save.

Best for: Small datasets or quick testing.

Option B: Upload a File

• • Select Via Upload.

  • Upload a .csv file (max size: 20MB).

  • Enter a Name and Description for the dataset.

  • Click Create Dataset to finalize.

Best for: Large or pre-prepared datasets

Managing Datasets

For each dataset, click the 3-dot menu to access management options:

• Edit Metadata – Update dataset name, description, or details.

• Append Dataset – Add new data rows to the existing dataset.

• Xray Dataset – Perform a quick analysis/inspection of the dataset contents.

• Delete – Permanently remove the dataset.

• View Dataset – Open and explore the dataset content.

Best Practices

• Use clear and descriptive names for datasets (e.g., “SAR Reports – July 2025”).

• Regularly update and append datasets to keep compliance analysis current.

• Delete outdated or duplicate datasets to maintain a clean data environment.