Setup own Categories for reports

Created by Maria Appelquist, Modified on Tue, 9 Jul at 1:15 PM by Elin Stenrud

In reports  you can define your own categories to group reports. By default these Categories are included and not possible to make changes to.

You can enter a new category by clicking on the three dots and choose  Edit Category

press Edit Category and enter the name of the new category e. g Distribution Reports


Note the new category will not show until a report is connected to it.

The categories are visible to all users


If you would like to remove a category use the delete, it is only possible to delete a category that has no underlying reports.


Select a report that you would like to move to the new category, go to the setting tab, click on the dropdown list for categories and change to the new.


The report will show under the new Category. Remember to save.


If you then have more reports that you would like to move you can just drag-'n-drop.




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