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Overview

Custom datasets let you combine and transform Reevo’s standard datasets to match your unique reporting needs. By creating custom datasets, you can join multiple data sources, add calculated fields, and build reusable data foundations for complex reports. This feature is valuable when:
  • You need to combine information from multiple CRM objects (e.g., opportunities with contact details and account information)
  • You want to create calculated metrics that don’t exist in standard datasets
  • You’re building multiple reports that share the same underlying data structure
  • Your team needs consistent metrics across different dashboards
Custom datasets are building blocks. Once created, they can be reused across multiple reports, ensuring consistency in how your team measures performance.
Note: Creating a custom dataset requires admin permissions. If you don’t have admin access, you won’t be able to create one and will see the message: “Admin access required. Only admins can create custom datasets.”

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Step-by-Step Instructions

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1. Starting a New Custom Dataset

  1. Go to Reporting and select the Datasets tab
  2. Click Create Dataset or the plus icon
  3. The dataset builder opens with two main sections: configuration panel (left) and preview area (right)

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2. Selecting Your Data Sources

  1. In the configuration panel, you’ll see two tabs: Sources and Columns
  2. Start on the Sources tab
  3. You’ll see the prompt: “Choose a primary data source to establish the basis for your dataset”
  4. Select your primary dataset from the dropdown (e.g., Opportunity if building opportunity-related reports)
  5. The system marks this as your Primary dataset with a badge
  1. After selecting your primary dataset, you can add up to 10 additional datasets through joins
  2. Click Add in the “Additional Datasets” section
  3. The system shows available relationships based on your current selection
  4. Choose which dataset to join (e.g., add Account to get company information alongside opportunities)
  5. Repeat to add more datasets as needed
If you reach the limit, you’ll see:
“You can add a maximum of 10 joins to a dataset.”

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4. Configuring Columns

  1. Switch to the Columns tab
  2. You’ll see all available fields from your selected datasets
  3. Choose which fields to include in your custom dataset
  4. Add calculated fields if needed by defining formulas
  5. Rename fields for clarity
  6. Set up field descriptions to help report builders understand each column

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5. Previewing and Saving

  1. The preview area on the right shows a sample of your dataset structure
  2. Verify the columns and data look correct
  3. Give your dataset a meaningful name (e.g., “Opportunities with Account Details”)
  4. Add a description explaining what the dataset contains and when to use it
  5. Click Create to save
You’ll see an “Unsaved changes” indicator while editing. Once you click Create, the system processes your dataset and redirects you to the dataset detail page.

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Troubleshooting/FAQ

Custom dataset creation is restricted to admins. If you need access, contact your Reevo administrator.
No, custom datasets can only build upon standard datasets. This ensures data quality and prevents circular dependencies. You must start with Reevo’s standard datasets as your foundation.
Removing the primary dataset clears all other datasets and joins. You’ll see a confirmation warning: “This will remove ALL datasets and joins from your selection.”
Yes, return to the dataset detail page and click the edit option. However, be aware that changes may affect existing reports built on that dataset.
You can have one primary dataset plus up to 10 additional datasets through joins, for a total of 11 datasets maximum.
Yes, custom datasets are dynamic. When you run reports built on custom datasets, they query your current CRM data.
You can create multi-step joins. For example, to connect Opportunities to Contact Email Addresses, you might join Opportunity → Contact → Contact Email Address.
Still have questions? Reach out to our support team here