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Report Categories

An introduction to Report Categories

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Written by Ashok P
Updated over 2 weeks ago

Report categories allow you to organize your reports. SI reports are categorized into default categories: Client, Management, Installation, and Excel.

You can add, edit, and delete report categories from the Report Explorer interface.

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Create New Category

To create a new category, click New under Category.

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The Add Category form will open when you create a new report category. You can name the new category and select the reports you want to include.

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The reports you add to the new category will be displayed when you click the Other button on the Reports tab.

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Edit Category

When you choose to edit a category, the following form opens. Here, you can check or uncheck the reports.

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