Assetas support

Report Categories

Report Categories allow you to group reports for easier navigation.

Add a new report category | Manage report categories | Related topics

  1. Expand the "Configuration" menu on the sidebar navigation. 

  2. Expand the "Lists & Types" menu under "Configuration".

  3. Select the "Report Categories" menu.

  4. Select "Add" to add a report category.

  5. Populate the fields.  Data fields with an asterisk (*) are required.

  6. Select "Save" upon completion.

Add a new report category
 
Basic Information

Populate the following fields:

  • Name*: Enter the name of the report category.   

  • Icon*: Select an icon that best represents the report category.

  • Sort Order*: Set the position in this report category in relation to the other report categories. Items with the same sort order are sorted alphabetically.  

  • Description: Enter a description of the report category.

  • External Identifier: Enter a unique identifier for this report category.

Please note that the icon and sort order are required for this type of data record.

 

If you have just finished adding a new report category, skip to Step 4.

  1. Expand the "Configuration" menu on the sidebar navigation. 

  2. Expand the "Lists & Types" menu under "Configuration".

  3. Select the "Report Categories" menu.

  4. Select the appropriate button to the right of the report category under the Action menu:

    • Edit:  This button will allow you to edit the details of the report category.

    • Download: This button will download the report category definition for importing into another database. 

    • Delete: This button will delete the report category. Note that you will not be able to delete a report category that is used to group any reports.

Manage report categories
Related topics