--- title: "Data Tab" description: "Places – Opens the Browse Places window. This is where you can view, insert or delete destinations." canonical_url: "https://support.caremaster.com.au/articles/data-tab-sQHDF2A8bn" md_url: "https://support.caremaster.com.au/articles/data-tab-sQHDF2A8bn.md" --- # Data Tab ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51022818561/original/osP2kZ9rfh_M46mavJJCytfWQobPDsNttQ.png?1627879374) Places – Opens the Browse Places window. This is where you can view, insert or delete destinations. Locations – Opens the Browse Suburbs/Towns window. This is where you can view, insert or delete suburbs/towns and specify LGAs. You can also edit the Locations list in TMA Central. Lists – Contains a lot of setting regardings Trips usage and data. Contact TMA Support for advice on 02 4023 4822 if needed. * Bus Codes: Create and edit bus codes here * Crew: Another way of getting to the crew page * Crew Training Topics: Set Crew training topics here * Crew Notification Settings: Change notification settings for crew members and other settings regarding crew qualifications * Destinations: Create and Browse through destinations * Funding Types: Set funding codes within here, and link them to TMA Central. Please call TMA Software for assistance before making any changes here * Locations: Add or edit suburbs and postcodes * Payers: Add and edit your payers * Vehicles: Add and edit the details for all of your vehicles here * Agencies: Add agencies here to assign to clients if you wish. * Blockouts: Create organisation wide blockouts here. If a trip or booking is scheduled to happen during the blockout period, an alert will appear for the person creating the service event. * Email SendLog: shows a log of emails sent from Trips. * Cancelled Codes: Create and/or edit Cancellation codes to enter when a trip is cancelled. We strongly advise to not mark a Code as a DADHC cancellation code unless advised otherwise, or to edit any codes that are already DADHC ticked. * Unmet Codes: Create and edit unmet codes, and choose if they are made visible to OBV units. * Carriers: If your organisation uses carriers, create and edit them here * Client Class: Create and edit client classifications here, if you wish for Vehicle information to be visible in their record then enter in * Crew Type: Edit or create crew types here to categorise the kinds of crew you have in Trips. Mark crew types as a volunteer for vehicle information to be visible within their crew record. * Mode: View vehicle modes here. * Profile: Clients can be given a profile to better categorize them. * Rating: Set definitions for client support ratings, which indicate the level of dependency a client has. * Comment Presets: You can create comment presets if you wish to save time if you often send the same comments. * Treatments: Set the types of treatments a patient could receive. Report Libraries – Opens up the Report Launcher when you click on the Icon where you can run a number of reports, or opens the Active Client options feature when you click on the text instead. Active Clients ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51018043386/original/TqSV8lCYgCMaH1WX_53GBej9Aa7lzbr1xA.png?1622009777) 1. Make Active Clients File – Opens the Client Using Service in Period Extract window. Fill in the form to generate the Active Clients File. 2. Active Clients Report – Active Clients Report will generate a Print Preview of the report which can then be printed. OR 3. Active Clients Spreadsheet – Active Clients Spreadsheet will generate a file called ActiveCients.csv in your My Documents folder by default. This file can be opened by Excel. **Report Launcher** Select the required report categories on the left-hand side, then your required report from the right hand side and follow the prompts to generate the report. ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51022819816/original/380WDFEoIYKO-E7n-gDxtqaRtkfqGDjLtw.png?1627879833) **Favourites** – Opens up a list of reports that have been selected as favourites. To favourite a report, click on the star icon beside the report name. **All** – Opens up a list of all reports available in the report libraries. There are a large number of reports available to use - [this page](https://support.caremaster.com.au/articles/trips-reports-ekF4D9Nhf2) contains a list of them **MDS and ICTDS -> MDS and ICTDS Reports** - Opens the Select Report window listing MDS and ICTDS centric reports. Left Click on the desired report and Left click the desired report. Follow the prompts to generate the report. If you wish to run a report for government funding, then you will need to do this through TMA. Reports generated using this menu function are not of the correct format and are only suitable for information purposes. **MDS ICTDS-> Transfer service events to TMA Central** - Opens the Set Funding Export Dates window which allows you to select which quarter of information to send to TMA Central. This step must be completed before submitting your MDS/ICTDS in TMA Central. **Export Data to CSV** -> Clients, Crew, Crew Event, Buses, Destinations, Journeys, Trips and Vehicles- This will export all of the information in the selected table to a csv (open with Excel) file in your My Documents folder. For example, selecting Clients will export all of the client information to your My Documents folder in a file called Clients.csv. **Export Data to CSV** -> Designer Export- This will open the Trips Data Export Window. This window allows you to select which specific information you would like to export from the Trips database. (For advanced users) **HRT Export** – Opens the HRT Export settings window. Only used for Health Related Transport statistics for Greater Southern Area Health **Service in NSW** **NDIS Export** – Opens the NDIS Export settings window. Specify a date range and service details, then hit OK. **Import/Merge Trips Data** – This feature allows for a Trips database to be imported into another Trips database. Note: Do not use without instruction or guidance from TMA Software.