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Creating and managing a report category

User Requirement: Information Manager rights

A user with rights to create new reports can create new report categories.

1. Click My CRM | Reports.
2. Click New Report Category. The New Report Category page is displayed.
3. Enter a name and a description for the new report category and click Save. The new report category is displayed.
4. To translate the report name and description into other languages, click Administration | Customization | Translations.

You must be a System Administrator to delete a report category, change the order of the report categories, or change the report category icon. These changes can be made in Administration | Advanced Customization | System Menus. For more information, see the System Administrator Help .

See Also:

Creating a list report

Creating a cross tabular report

Creating a historical report

Moving a report to a different category

Cloning a report

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