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Return to Report Management

The Category screen is used to manage the report category names.

 A report category is created so that reports and report templates of a similar nature can be allocated to it. Report categories assist users in finding a report to run.

Procedures

Creating A Report Category

Report categories are used to logically group reports into specific areas of the system. Categorising reports enables users to find required reports.

  1. Click New. The Report Category dialog will be displayed.

  2. Enter the details.

  3. Click OK. The dialog will close and a new category will be created.


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