Create a New Email Report

Step one to building a new email report is to create and save it in TMS.

To create a new email report, follow these steps:

1. From the Reports menu, select Email Reports > New.
2. Type in a Name for your new report.
3. Type in a short Description for your new report. This should be more descriptive than the Name.

4. Select a database Segment for the Email Report.

5. From the Category list, select the appropriate category.  Category codes are used to further classify reports.
6. From the Sub Category list, select the appropriate sub category.  Sub Category Codes, like Category Codes, are used to classify reports.
7. From the Status list, select Active or Obsolete.
8. Click Save.  The screen changes to the Email Report Edit screen and additional tabs are available (List, Content, Addresses, Messages, Schedule, and Security).

Next, you must add Standard or Designer report definitions to the Content tab of your Email Report.