Add a Report Category

Use the following procedure to add a report category from the Report Categories page:

1.  Select Report Category from the Reports menu. The Report Categories page is displayed.

2.  Select the appropriate module from the Module drop-down list and then click Search. The Categories grid is displayed.

3.  Click Add. A new row is displayed at the end of the grid.

4.  Enter information in the fields provided.

     Name: Enter the name of the category (for example, Completions).

     Description: Enter a description of the category (for example, Completions of Work Orders).

     Display Order: Select the order in which you want the category to display in the Category column in the Reports options.

5.  Click Save. The Category successfully added message is displayed.

6.  Click Reports to configure the settings in the Report Setup option.