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Report Definition New

To create, modify, and query for your report definitions, TMS included a standard form for the Reports module. In this topic, we are going to detail the fields you see on the Report Definition standard form, when you are in Report Definition New.

Main Tab

The Report Definition form has only one tab when you are in New mode (from the menu bar, Report Definitions > New).

Required field group

Name Definition
Name This is the title of the new report definition.
Description This is a description of the purpose for this report definition.
Type This is the type of report definition being created - Designer, Standard, and Template. (See the About Report Definitions topic for full descriptions of each type.)
Data Source This is the data source which will be linked to the report definition. This field is only available when the Type is Standard. (This changes to File Path when Designer is selected as the Type.)

Classification field group

Name Definition Setup Location
Segment This is the TMS database segment in which this report definition will appear. Setup > General > Segmentation Setup
Category This is the classification of the report definition. Setup > Reports > Codes
Sub Category This is a further classification of the report definition. Setup > Reports > Codes
Status This is the status of the report definition. Report definitions can only be Active or Obsolete. N/A
My Favorite This option indicates whether the report definition will appear in your list of "favorites". N/A