Managing summary report categories

Summary reports are broken down by report categories. Each summary report can be assigned to an unlimited number of categories. Report categories are organized as a hierarchical tree. When building the tree of categories, you can add new categories and add new subcategories within existing categories as well as move, modify, and delete them.

The categories tree always includes system "All Reports" and "Uncategorized" nodes. "All Reports" includes all existing reports, "Uncategorized" includes reports that are not assigned to any category. The "All Reports" and "Uncategorized" categories cannot be changed in any way.

You can perform the following operations with report categories:

  • ClosedTo add a new category:

    1. In the Categories pane, select a category of the same level, as the one you want to add, and click New Category on the Module menu.

    2. In the New Category window, enter a name and (optionally) description of the category.

    3. If you want to mark the category as public, select the Public Category check box.

    4. Click OK.

  • ClosedTo add a new subcategory:

    1. In the Categories pane, right-click the parent category, to which you want to add a subcategory, and choose New > New Subcategory from the pop-up menu.

    2. In the New Subcategory window, enter a name and (optionally) description of the subcategory.

    3. If you want to mark the category as public, select the Public Subcategory check box.

    4. Click OK.

    NOTE: If a category has subcategories, it is marked with the expand button on the left. Clicking the expand button unfold the subcategories. To view all subcategories in the tree, choose Expand All from the pop-up menu. To collapse the expanded categories, choose Collapse All.

  • ClosedTo modify a category:

    1. In the Categories pane, right-click the category and choose Properties from the pop-up menu.

    2. Edit the name and description of the category as needed.

    3. If necessary, make the category public or internal by selecting or clearing the Public Category check box.

    4. Click OK.

  • ClosedTo move a category:

    • If you want to move a category to the root, right-click the category and choose Move to > Top Level from the pop-up menu.

    • If you want to move a category to another category, right-click the category to move and choose Move to > Category, then select the destination category in the Choose Category window and click OK.

  • ClosedTo delete a category:

    • Click the category and click Delete on the Module menu.