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Report Category

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Display

When "Category(s) to which report is linked" in the Display frame is selected all available Report categories will populate that can be linked to the selected Report ID.

 

When "Reports linked to Category" in the Display frame is selected all Report Categories will populate to be selected. On selecting a Report Category all Report ID's linked to the Report Category will be displayed in the Category List Box.

hmtoggle_plus1Link

To create a new category type the new category name in the Report category field and click the down arrow to link the Report ID to the new category.

 

To add a report to an existing category open the drop down and select the category and click the down arrow.

hmtoggle_plus1Linked List Box

This list box will display the results of the choice in selection made in the display frame.

hmtoggle_plus1Remove

To remove a link between a report ID and an existing report Category the category should be selected and on clicking the Remove button the link will be removed. The Category will still exist if it is linked to other report ID's.

 

To delete a Report Category insure that no link exists between the category and any Report ID's.  On clicking on the remove button the Category willbe removed and when the field is refreshed the Category will no longer be available and can be recreate if need be.

hmtoggle_plus1Report Category 4

This field displays the names of the categories that exist in the Company report Security table.

 

When "Category(s) to which report is linked" in the Display frame is selected all available Report categories will populate that can be linked to the selected Report ID.

 

"Reports linked to Category" in the Display frame is selected all Report Categories will populate to be selected. On selecting a Report Category all Report ID's linked to the Report Category will be displayed in the Category List Box.

 

 

This tab allows categorizing of reports. To add a report to a new category, simply type the category in the Report Category field and click the down arrow. To add a report to an existing category open the drop down and select the category and click the down arrow.

 

To view which reports are linked to a specific category, click the "Reports Linked to Category" radio button and select a category from the Report Category Drop down.