Adding a New Category or Subcategory

You can add a new category and subcategory to the report hierarchy. You can then place your custom reports under a category and subcategory you create. Or, you can choose to place the reports under one of the predefined categories. For more information about the predefined options, see Categories and Subcategories.

New categories are added to the bottom of the list in the hierarchy view. Each new subcategory is added to the bottom of its corresponding category.

To Create a New Category

1. Start Report Manager

   For the detailed steps, see To Start Report Manager.

2. From the File menu, choose New, then select Category.

   The Create Category dialog box appears. It contains two text fields.

3. Type the new category name in the Name field.

4. (Optional) Type the description of the category in the Description field.

5. Click OK to finish adding the category to the hierarchy view.

   When the category name is selected, the name and description appear in the Report Category summary in the right pane.

To Create a New Subcategory

1. Start Report Manager.

   For the detailed steps, see To Start Report Manager.

2. From the File menu, choose New, then select Subcategory.

   The Create Subcategory dialog box appears. It contains two text fields.

3. Select the desired Category from the drop-down menu.

4. Type the new subcategory name in the Name field.

5. (Optional) Add a description of the subcategory in the Description field.

   The new subcategory name will appear at the second level in the hierarchy view, beneath the category name.

6. Click OK to finishing adding the subcategory.

   When the subcategory name is selected, the name and description appear in the Report Subcategory summary in the right pane.