Data Source New

Use the Data Source module to create, modify, and query data sources.

Main tab

The Data Source form contains only the Main tab when in New mode (Data Sources > New).

Name	Definition
Name	The title of the new data source.
Description	A description of the purpose for the data source.
Type	The type of data source to create: Cross Tab, Detailed List, Summary List, or View.

Name	Definition	Setup Location
Segment	The TMS database segment where the data source appears.	Setup > General > Segmentation Setup
Module	The default module for the data source. This selection affects the data fields available after saving the record. Use data sources on report definitions for other modules regardless of this selection.	N/A
Category	The classification of the data source.	Setup > Reports > Codes
Sub Category	A further classification of the data source.	Setup > Reports > Codes
Status	The status of the data source (Active or Obsolete).	N/A
Include in My Favorites	Indicates whether the data source appears in the favorites list.	N/A

Name	Definition	Setup Location
Saved Query (optional)	The saved query from the selected module to base the data source upon. The Module field must be populated to enable this menu.	The Query screen for any module.
Query Text	The search criteria for the selected saved query. This field populates automatically.	The Query screen for any module.
Use On-The-Fly Ad-Hoc Query (optional)	Select this option to prompt the user with a module query screen when running a report. Selecting this option disables the Saved Query menu.	N/A

After saving a new data source, the Data Source Edit screen appears with additional tabs. For more information, see Data Source Edit.