Email Report Form - Main Tab

To aid you with creating new Email Reports, we've included a standard form with TMS, called Report. Below, we describe the fields available on the Main tab of the Report form, and in the next topic, we describe the fields available on the additional tabs that appear when an Email Report is opened in Email Report Edit.

Required field group

Name	Description
Name	This is the name of the Email Report.
Description	This is a short description of the Email Report.

Classification field group

Name	Description	Setup Location
Segment	This is the TMS database segment in which the report resides.	Setup > General > Segmentation >Setup
Category	This is the first level of classification for this report. By default, all Email Reports are of a General category, but you can define additional categories for your reports.	Setup > Reports > Codes (Report Definitions module)
Sub Category	This is the second level of classification for this report. By default, all Email Reports are of a General category. You can define additional sub categories as well as categories for your reports.	Setup > Reports > Codes (Report Definitions module)
Status	This is the current status of the report. An Email Report can only be Active or Obsolete.	N/A