How do I create a report categories?

What are report categories?

Before you create a report, you can create a Report Category to suit your needs if one does not already exist. A category is a folder that contains the reports that you create in either the Listing or Payroll Reports window. 

 

  Note:

The category remains hidden until you attach a report to it. If you do not save your new report definition to a specific category, it is automatically saved to the Uncategorised category. Go to iQ: Reports Reports window Category Maint.. button Record Filter Categories window

 

To create a report category

1. Navigate to the Report Categories window.
2. Click the Insert button. The Insert Category dialog appears. 
3. Enter the category's name. 
4. Click the OK button. The category is displayed in the Reports Categories window.
5. Continue to create a report. 

  Important:

Once you have created a category, you can attach the report to it by reopening the report and selecting from the Category drop down list. 

 

To rename a category

1. Navigate to the Report Categories window. 
2. ​Click the Edit button. 
3. The Edit Category dialog appears.
4. Re enter the Category's name. 
5. Click the OK button. The name is changed in the Report Categories window. 
6. Click the Close button to save.