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 |