Viewing managed data types

You can review the managed data types that are used by your account styles and any private data types that are configured for your organization.

Before you begin

To access the data configuration section, the system administrator role must be assigned to your login.

About this task

A data type determines the fields that are compiled into monthly data, the primary unit of measure, the scope of the data, and the factors that are applied to the data. You can review the managed data types together with their captions, scope, category, and their associated data type details from the Data Types page.

The Data Types table has the following columns:

Scope
The emissions scope of the data type.
Data type
The data type name that is used if no data type caption is present.
Unit
The unit of the primary measure of the data type.
Primary measure
The column of the primary measure.
Caption
If configured, the name of the data type as it appears throughout the platform and in reports.
Category
The category to which the data type is assigned.
Notes
Description of the data type.
Total cost measure
Indicates whether a total cost measure is present or not.
Custom factors
The number of custom factors configured for the data type.
Managed factors
The number of managed factors configured for the data type.
Account styles
The number of account styles that are enabled under the data type.
Factor set
Lists the factor sets for which the data type has factors.
Link
The internal ID of the data type.

Procedure

  1. From the administrator menu, click Admin > Data Configuration.
    A landing page opens in a new window.
  2. Click Data Types.
    The Data Types page opens. The page shows a table of all managed data types that are used by the account styles that are enabled for your organization and any private data types that are configured.