The Data Source Section

The Data Source section is used to assign the report to a new or existing Report Category, and to specify from which Module in the system the report is retrieving information. Refer to table under the image for field descriptions.

Field	Description
Report Category	Sorting tool allowing to file similar reports in a single location. Select an existing Report Category from this field or create a new category by selecting the New value. Every Report Category appears as a folder in the left navigation panel under the New Report link. When creating a new Report Category, the Add New Category window opens, prompting for a Category Name.
Report Sub Category	Create a sub-level within a Report Category. As with Report Category, new values for this field can be created by selecting New from the dropdown. Values for this field are tied to the selected Report Category. Note: The Report Category and Report Sub Category fields are not required. If no values are selected for these fields, the report automatically is filed under a Default folder.
Report Name	The name of the report as it appears within the Reporting Tool.
Data Source Category	Specify the Module within HHAeXchange from where the report collects information.
Data Source	Specify what information within the selected Data Source Category, or system Module, the report is collecting information from. These values correlate to the selected Data Source Category.