Requesting Modify/Add Report in TMA

Issue/Question

• I would like to have a report created in TMA
• Could I get a TMA report
• Report for student life
• Is it possible to give the C&P Project Managers access to the following report in TMA
• Create report of who is assigned to what security groups in TMA
• TMA Report on Projects
• Modify or Add Report to TMA

Environment

• TMA 

Resolution

Note: Need to have had TMA Report Writer Training and have proper access.  If no access or training contact the Service Desk

Add  New Report:

1. Logon to TMA
2. Go to Reports > Report Writer
3. Click Add on blue bar at top
4. On Identity tab
   1. Type Report Name
   2. Select Report Form from dropdown
5. Leave Access by Repair Center blank
6. Click User Access from dropdown
7. Click Sub Report if it is a Sub Report​​
8. Type Description
9. Select Report Category from dropdown
10. Leave Window Toolbar blank
    Note: Field is used to list the report on the Reports Segment of the Navigation Panel when the designated window is open.  (Not currently used)
11. Leave Filter By Current Record blank
    Note:  If you mark this check box, the report generated will display a report for the record that is visible when you click that report on the Navigation Panel. (Not Currently used)
12. Identity tab
    1. Click Add Criteria if needed
       1. Select the Field, Condition, Value, if it will prompt from a dropdown and if it is required
       2. Repeat the Add Criteria for all that is needed
    2. Select the  Criteria Grouping if needed
    3. Click Add Text Field or Add Math Field under Calculated Fields and populate accordingly if needed
13. Click Options tab
    1. Click Add Group under Field Grouping populate approriately
14. Click Add Sorting Field under Field Sort populate approriately
15. Click Add Summary under Summaries populate approriately
16. Click Layout tab
    1. Click Properties and fill out Page Format, Report Orientation and anything else that is needed
17. Select portrait or landscape
18. Select type of report Table or List
19. Put fields in order wanted on both the Header and Data  sub tabs if using a Table
20. Click Save
21. For more detail information for adding additional fields, formatting, sub-reports etc. go to Report Writer

Update Report:

1. Logon to TMA
2. Go to Reports > Report Writer
3. Make changes to the contents of report if required
   Note:  Can refer to instructions above in Add New Report
4. Click Save

Make Copy of Existing Delivered Report or Custom Report:

1. Logon to TMA
2. Go to Reports > Report Writer or Reports > Report Manager
3. Highlight the report wanted to copy
4. Click Copy Report button
   Note:  Existing report opens in the Report Writer window
5. Give report a new name or just add USD to the beginning of the existing name
6. Assign report Category
7. Make changes to the contents of report if required
   Note:  Can refer to instructions above in Add New Report
8. Go to Layout Tab
9. Click Save
10. For more detail information for adding additional fields, formatting, sub-reports etc. go to Report Writer

If the report needs scheduled click Requesting to Add or Update a Schedule on a TMA Report