Reports: Ordering reports in categories
As an administrator, you have the possibility to order the available reports in clear categories for the entire office.
- Go to “Templates” at office level.
- There you can add a category for each report template by clicking on the pencil icon beside the template.
- You can set any category you like in the “Category” box.
4. Repeat this step for every report template you want to allocate to this category.
Report templates that are not allocated will appear under “Other reports”.