On the Published Reports tab at a System Level and Company Level, all user report categories are displayed so long as the category is active and has at least one user report using the category.
All user report categories with the exception of "My Favorites" and "Uncategorized" are stored in the System Lookup Maintenance screen at the Configuration level.
To add a new category or edit an existing category, navigate to the System Lookup Maintenance screen and select <Report Category> from the Lookup Field drop down list.
Enter the number of report categories to add, then click
under the Lookup Values section. Populate the Display Value, Report Value and the Display Order fields and press
.
To delete a newly created category, tick the Delete checkbox and press
.
Note: The newly created category will not appear on the Published Reports tab until a user report is assigned to the new report category on the User Report Details screen.
If you wish to change the display order of the categories on screen, modify the value of the Display Order field and to make a category inactive, mark the Inactive checkbox.
When a category is made inactive, the Report Category will not appear in the Report Category drop down list in the User Report Details screen.