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Creating a New Report Category

A user who has rights to create new reports can create new report categories.

To create a new report category:

  1. Click on the Reports menu button. The Reports page is displayed.
  2. Click on the New Report Category button. The New Report Category page is displayed.
  3. Enter a name and a description for the new report category and select Save. The new report category is displayed.

The report name and description can be translated into other languages from Administration | Customization | Translations. Please refer to the System Administrator Help for more information on maintaining translations.

To delete a report category, change the order of the report categories, or change the graphic displayed next to the report category, you need to be a System Administrator. The changes can be made in Administration | Advanced Customization | System Menus. Please refer to the System Administrator Help for more information.

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See Also:

Creating a List Report

Creating a Cross Tabular Report

Creating a Historical Report

Moving a Report to a Different Category

Cloning a Report

User Requirement: Info Manager Administration Rights