Home > SI 2015 Documentation > User Guide > Reports > Managing Reports > Report Categories

Report Categories

  1. Feature
    1. What are the benefits of this feature?
    2. Details
    3. New Category
    4. Edit Category
  2. Learn About

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Feature

 

Report Categories allow you to organize your Reports.

What are the benefits of this feature?

 

Organization.

Details

 

There are three default Report Categories: Client, Installation, and Management.

 

report category buttons.png

 

You can add/edit/delete Report Categories in the Report Explorer interface:

 

manage reports from start.png

 

report categories in ribbon.png\

 

New Category

 

When you choose to create a new Report Category, the Add Category form will open for you to name the new Category and select the Reports that you want to be in the new Category:

 

add category form.png

 

The Reports that you add to the new Category will be displayed under the [Other] button on the Reports tabs throughout SI 2015:

 

report category example in list.png

Edit Category

 

When you choose to edit a Category, the following form opens where you can check/uncheck any reports:

 

edit category form.png

 

You can also drag and drop reports from one category to another in the Report Explorer interface:

 

drag and drop.png

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