Categories

 

User role : Administrator

Reports are organized into categories and subcategories. The categories tree can be visualized and edited from the Administrator Configurations panel by selecting “Configure categories” form the left side panel.

2.1 Create Categories

To create a category click on Create category button located inside “Configure categories” panel:

The following dialog will open:

Enter a category name and select “Create”. The new category will be displayed in the categories tree.

2.2 Create subcategories

A subcategory can be added to any category or subcategory. In order to add a subcategory, right-click on the category or subcategory to which you want to add it and select “Create subcategory…”

The following dialog will be displayed:

Enter a subcategory name and select Create. The new subcategory will be displayed in the categories tree.

2.3 Edit Categories or Subcategories

To edit a category or subcategory right-click on the category or subcategory you want to edit from the categories tree and select Edit ….

By using the Edit … feature, you can modify the structure of the Categories tree and move a subcategory from a parent category to another one.

In the following dialog, you can edit the category name and the category parent.

Select Ok. The changes are reflected in the Categories panel.

2.4 Delete Categories or Subcategories

Categories and subcategories can be deleted only if they have no child categories and they have no document specifications associated with them.

In order to delete a category or subcategory, right-click on the category or subcategory and select Remove….

The following dialog will be displayed:

Select OK and the category or subcategory will be removed.