System > Custom Report Categories

Key Info  
Purpose:

Configure the list of custom report categories, used to group similar custom reports in the Info Manager module.
Related Module(s):

Info Manager
Accessed From:

Maintenance > System> Custom Report Categories
Window(s):

Custom Report Categories

Dependencies:

None.

Custom Report Categories Window

The Custom Report Categorieswindow allows you to define categories for the various custom reports that are accessible in Info Manager > Custom Reports tab.

Field Description
Description

A text field that describes the custom report category.

Inactive

A check box that, when selected, indicates the record is inactive and not in use.
Task Procedure
Add Custom Report Categories
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Custom Report Categories
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Reorder Categories
  1. Select a listed entry.
  2. Click the Up and Down buttons to move the selected entry within the list.
Delete Custom Report Categories
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.