The Manage Categories feature allows the user to use standard categories and create custom categories to organize their reports.

To Use Manage Categories:

  1. Expand the Navigation Bar (if applicable) 
  2. Click Site Administration 
  3. Select Manage Reports (NEW) 
  4. Click Manage Categories

The following numbers correspond to the items in the screenshot above:  

  1. Return to Manage Reports (NEW) page - click this link to return to the Manage Reports (New) page when you are finished managing report categories
  2. Add New Category- add a new report category. This creates a new report section on the manage reports page and will be displayed in alphabetical order once a report has been added to the category. 
  3. Show Disabled Categories - Check this box to show disabled categories in the list
  4. Enable / Red x icon - Click the Enable link in the Take Action column or the red x icon in the Enabled column to enable the category. A pop-up will ask how you would like to apply the change. Click the OK button to apply the change across the entire enterprise or click the Cancel button to apply it only to the site in which you are currently in.
  5. Disable / Green check icon - Click the Disable link in the Take Action column or the green check icon in the Enabled column to disable the category. A pop-up will ask how you would like to apply the change. Click the OK button to apply the change across the entire enterprise or click the Cancel button to apply it only to the site in which you are currently in.
  6. Filter/Search - You can search or filter by Category Type, Category Name, or Description

When you are finished making your changes return to the  Manage Reports (New) page.

Click here for more information on Manage Categories.

Please contact Customer Support if you require additional assistance.

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