Creating Report Criteria

To create report criteria or a particular criteria for reports, perform the following steps in Sigma Studio:

On the home page of Sigma Studio, click Manage > Criteria.

The Criteria screen appears.
Select the appropriate Product Code from the Product Code drop-down list, e.g. CANVAS.
1. Select the appropriate Sub Product Code from the Sub Product Code drop-down list, e.g. CANVAS.
2. Enter the relevant report criteria in the Criteria Type field, e.g. Criteria.
  
  Users can create multiple criteria types with the same name, provided each has a unique Product Code and Sub Product Code. The system performs duplicate checks based on the Product Code and Sub Product Code.
3. Enter the relevant report criteria description in the Description field, e.g. Criteria.
4. Select the Criteria Category, e.g. Data.
5. Specify the number of characters for the criteria value mapping in the Minimum Characters field, e.g. 2.
  
  The specified number of characters in the Minimum Characters field will define the number of characters to be specified for fetching the data set values in the Client Criteria Mapping screen. Refer Mapping Report Criteria for detailed information on the Client Criteria Mapping configurations.
Click the Master Ds lookup field and select an appropriate data source, e.g. TRANSACTION DETAILS DS.

The Master Ds is the data source using which you had already configured a report in Sigma Studio. It must be ensured that you select the accurate data source from which you had created a report in Sigma Studio.
Click the Key Column lookup field and select the relevant key column from the selected data source, e.g. TXN_CD (Transaction Code).
To enable the column labels in the report to which the created criteria will be mapped, select Yes in Show Labels.

If the No option is selected in Show Labels, then the column labels will not get displayed in the report.
Click the Display Columns drop-down list and select the columns to be displayed as part of the created criteria.

A maximum of five columns can only be selected from the Display Columns drop-down list. You cannot select more than five columns from the Display Columns drop-down list for a criteria.
Click the User Entitlement Ds lookup field and select an appropriate user data-level entitlement data source, e.g. DATA_ENTITLEMENT_DS.

By default, DATA_ENTITLEMENT_DS is selected as the User Entitlement Ds. Sigma provides DATA_ENTITLEMENT_DS as the default user level entitlement for creating a report criteria.
Click the Add Labels icon to provide meaningful display names for the selected display columns.
Click the Save icon to save the created criteria.
When you try to exit the Criteria screen, before saving the configured report criteria, a warning pop-up message appears, as shown in the following screen shot:
- Click Cancel, if you do not want to exit the Criteria screen.
- Click Ok, if you want to exit the Criteria screen.
A confirmation message, indicating the successful creation of the report criteria appears.
Click Ok.
Once you create the report criteria, access the Information Reports on the left navigation pane and edit the report created using the selected Master Ds. In the provided example, let's consider that the Check report has been configured using the Transaction Details DS, which was the selected Master Ds in the created report criteria.
On the Information Report screen, click the Data Entitlements icon.
In the Entitlement Configuration pop-up, click the Criteria lookup field and select the appropriate key column, e.g. TXN_CD.

The report criteria name is Criteria. The appropriate key column ID is TXN_CD.
On the Information Report screen, click Save to save the report.

A confirmation message, indicating a successful save of the report, appears.
Click Ok.