Report Categories

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Report Categories allow you to group reports for easier navigation.

Add a new report category

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Categories” menu.
  4. Select the “Report Categories” menu.
  5. Select “Add” to add a report category.
  6. Populate the fields. Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the report category.   
    • Icon*: Select an icon that best represents the report category.
    • Sort Order*: Set the position of this report category in relation to the other report categories. Items with the same sort order are sorted alphabetically.  
    • Description: Enter a description of the report category.
    • External Identifier: Enter a unique identifier for this report category.
  7. Select “Save” upon completion.

Tip:  Please note that the icon and sort order are required for this type of data record.

Manage report categories

  1. Locate the report category record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all report in this category.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the report category.
    • Download the report category definition for import into another database.
    • Delete the report category. You may delete report categories only when they are not in use to group any reports.
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