Creating Categories

You can create custom reports and group them under different categories. Also, you can create multiple reports under a category.

To create categories, follow these steps:

  1. Go to Application Menu > Miscellaneous > Reporting Manager.
  2. In the Reporting Workspace pane, right-click the Categories node.
  3. Click New Category.

    4. The New Category page appears.

  4. Enter Category Name and Description.

    5. For example:

    • Category Name: Workflow_Status.
    • Description: The category contains workflow related reports.
  5. Click .

    6. The category is created and saved in the Categories tree.