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How to connect or delete my sources? Source removal & addition flow
How to connect or delete my sources? Source removal & addition flow

Learn how to add and remove the sources, where to see how many reports are using a source, and how to assign sources to specific folders.

Jan Ufnal avatar
Written by Jan Ufnal
Updated over a week ago

Have you ever accidentally deleted a source or struggled with understanding how Source Management works? Below, you will find a guide on how to use it.

Adding a source

  • Connected & Available sources are divided into separate tabs so that you don't experience any confusion:

  • You can add new sources from the list of Available sources by clicking on "Add new sources" and simply selecting from the list:

  • Sources can also be added/connected through the report as well:

  • You can also check the number of reports that use a particular source in the "Connected sources" section:

  • After connecting a source, you can assign them to specific folders, meaning that they will show up as an option only in those particular folders:

Deleting a source

  • By ticking on the connected source, you can see two available options. To either clear the selection or to delete the chosen source or sources.

  • When trying to delete the source by clicking on the"Delete" button, the confirmation window will pop up describing the results of the removal of the source & a requirement to type "DELETE".

    This window was added to prevent the accidental removal of the sources:

For more information about Source Management, please see the video below:

If you have any questions or need additional help, please get in touch with our customer support via live chat or hi@whatagraph.com

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