Add a report category

Report Administrator can create, update, and delete a report category. Report Designer, Report Manager, and Report Administrator can categorize a report, which enables users to find a report easily when adding content.

To create a new report category, follow these steps:

1. Click Reporting > Administration > Report Categories.
2. Type the name of the new report category in the Name field.
3. Type the description of the new report category in the Description field.
4. Select the table names to be grouped in this category from the drop-down list in the Applies To field.
5. Click New.
6. Click Save. A message appears that confirms that the report category record is added.

To update an existing report category, follow these steps:

1. Click Reporting > Administration > Report Categories.
2. Use search or advanced search to find one or more records. A list of report categories opens.

3. Select a report category from the list.

4. Update the required information.

5. Click Save. A message appears that confirms that the report category record is updated.

Related topics

My reports
My dashboards
Report schedule and distribution
Report administration

Related topics

Create a report
Create a dashboard
Create a report schedule

Related topics

Report descriptions and usage