EventPro Planner Manual

Create and Edit Report Categories in the Report Explorer

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Create and Edit Report Categories in the Report Explorer

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Create and Edit Report Categories in the Report Explorer

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hmtoggle_arrow1Create a Category
1.To create a new category, click the New Category button to the right of the Report Category column.
2.The Report Folder [New] window will open.

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3.Enter a Folder Name and Description for this new category.
4.Select the Sort Order.  This determines where in the list of categories this category will appear, with 1 (one) at the top.
5.If you do not want this category to appear in the Reports Menu, check the Hidden box. Remember, however, that even if you do not check the Hidden box, a category will only appear in the Reports Menu if it actually contains reports.
6.Click Save.
hmtoggle_arrow1Edit a Category
1.To edit a category, select the category and click the Edit Category button to the right of the Report Categories column.
2.Make your changes in the Report Folder [Edit] window.
3.Note that you cannot change the Name or Description of hard-coded report categories (in red font). You can only alter the Sort Order and whether it is Hidden.
4.Click Save.
hmtoggle_arrow1Delete a Category
1.To delete a category, select the category and click the Delete Category button.
2.The Confirm dialog will warn you that all reports in the category will also be deleted. Click OK to delete.
3.Note that you cannot delete the hard-coded report categories or the Custom Report category.