Creating an Information Category

To select and organize data elements from the database for inclusion in a report, you must first enter the information categories.

1. From the main menu, select File then New.
2. Choose Information Category and click OK.
3. In the Table Selections window, select the tables you want to add to the new information category. If there are no tables available in the table selections window, use the Catalog Manager to add tables.
4. Select Finish. The Category window displays the tables you selected. Use the Macros tab to create macros to be associated specifically to the information category you are creating. These macros will remain associated and will be applied to any report that uses this information category.
5. If more than one table was selected, you may continue to create joins. Otherwise, select File, then Save As to save the information category.
6. In the Save Information Category As window, select the folder where the new category should be saved, enter a name and description (not case-sensitive), and click OK. The limit for the Category ID/Name is 30 characters.
7. The Category window is updated with the new name.