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

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- Delete outdated or duplicate datasets to maintain a clean data environment.

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