Create a Report Category

Permissions

You will require an Access Role with the following permissions:

• Reports

1. Navigate from the Homepage to Reports. Within the Page Options menu, click Report Categories.
   
   
   
2. Click Add Category from the Page Options menu.
   
   
   
3. Enter a Category Name.
   
   
4. Decide whether you want to create a Personal Category which is only available for use by yourself or a Report Category which can be seen by other users.
   
   
   • Click the checkbox to create a personal category.
     
     
   • Leave the checkbox unticked to create an account-wide report category which can be seen by other users.
     
     
     
5. Click Save to store the new Report Category.
   
   
6. Click Reports in the Page Options section to return to the Reports page or alternatively click Close.