> ## Documentation Index
> Fetch the complete documentation index at: https://help.reevo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Custom Datasets

> Custom datasets let you merge multiple data sources and create reusable, tailored foundations for advanced reporting

# 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.”*

# Step-by-Step Instructions

### **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)

### **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

### **3. Adding Related Datasets (Optional)**

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."*

### **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

### **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.

# Troubleshooting/FAQ

<AccordionGroup>
  <Accordion title="Why can't I create a custom dataset?">
    Custom dataset creation is restricted to admins. If you need access, contact your Reevo administrator.
  </Accordion>

  <Accordion title="Can I use another custom dataset as a source?">
    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.
  </Accordion>

  <Accordion title="What happens if I remove the primary dataset?">
    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."
  </Accordion>

  <Accordion title="Can I edit a custom dataset after creating it?">
    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.
  </Accordion>

  <Accordion title="How many datasets can I join together?">
    You can have one primary dataset plus up to 10 additional datasets through joins, for a total of 11 datasets maximum.
  </Accordion>

  <Accordion title="Will my custom dataset update with new data?">
    Yes, custom datasets are dynamic. When you run reports built on custom datasets, they query your current CRM data.
  </Accordion>

  <Accordion title="What if I need to combine datasets that don't have a direct relationship?">
    You can create multi-step joins. For example, to connect Opportunities to Contact Email Addresses, you might join Opportunity → Contact → Contact Email Address.
  </Accordion>
</AccordionGroup>

> Still have questions? [Sign in](https://reevo.ai/) and use AskReevo for instant answers or to raise a support ticket.