Transform

Target Report Segments

A user can identify a field on a report to use for creating report segments. For each unique value in that field, Transform creates a subdirectory based on the Segment Single Dir setting in Console on the Parameters page. If the check box is checked, Transform outputs Segment By reports to a single directory with the SegmentBy value appended to the report file name. If unchecked, Transform creates one directory per SegmentBy value. The report is saved in the File Location field 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.

If a target report segment does not return any records, it still displays on the All Business Reports (All Waves and Process Areas) page. To remove a segment of this type if it is no longer active, purge it.

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: 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.

Purge Inactive Segments

A Business User can purge inactive segments in cases where data is no longer in scope or a segmentation has been added to an incorrect field. Reports with these inactive segments display on the All Business Reports (All Waves and Process Areas) page until they are purged.

Purging deletes all the segments and segment user assignments for all segments that are inactive in the report’s latest run.

To purge an inactive segment:

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

OR

  1. Click the Targets 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 the Segments icon to view the segments.
  3. Select the segment.
  4. Click the Purge Inactive Segments icon.