Transform

Target Report Segments

An Administrator can identify a field on the report to use for creating report segments. For each unique value in that field, Transform creates a subdirectory and a report in the File Location indicated on the Vertical View of the Target Reports, Target Source Reports and Target Data Services Reports pages.

Business users must be assigned to a segment to view the segment reports.

This topic contains the following sections:

Create Target Report Segments

To create target report segments for Target, Target Source and Target Data Services reports in Transform:

  1. Click the Targets icon on the Process Area Launch page.
  2. Click the Reports icon for a target.

OR

  1. Click theTargets icon on the Process Area Launch page.
  2. Click the Sources icon for a target.
  3. Click the Reports icon for a source.

OR

  1. Click the Targets icon on the Process Area Launch page.
  2. Click the Data Services Reports icon for a target.

After accessing the report:

  1. Click Vertical View for the report on the Target Reports, Target Source Reports and Target Data Services Reports pages.
  2. Click Edit.
  3. Select an option from the Segment by Field list box.

  4. Click Save.

    NOTE: If the field has values that have returned records, the number of segments for the selected report displays on the Segments icon.

  5. Click the Segments icon to view the segments.

Assign a User to a Target Report Segment

Business users must be assigned to a segment to view the segment reports.

To assign a user to a report segment in Transform:

  1. Click Vertical View for a report on the Target Reports, Target Source Reports orTarget Data Services Reports pages.

    NOTE: In order to assign a user to a Target report segment, Segment By Field must be populated. If it is not populated, refer to Create Target Report Segments for more information.

  2. Click the Business User Settings tab.
  3. Click the Business User Segment Assignment icon.

    4. NOTE: The Business User Segment Assignment icon only displays when the Publish check box is checked.

  4. Select a segment from the Target Report Segments page.
  5. Select the user(s) to assign to the segment.

    6. NOTE: The Target Report Segment User Assignment page displays all users except for Anonymous, process, search, and translator users

    NOTE: To select a contiguous range of records, hold down the Shift key and select the first and last records in the range. To select a noncontiguous range of records, hold down the Ctrl key and select each record.

  6. Click the Add Usericon.

    NOTE: A check mark displays under the IS MEMBER column for each user name selected.

    NOTE: A user can be assigned to a report segment but not have access to the report. In this case, no segments are displayed.