It is now possible to include in your Report Builder reports categories to allow you to organize your reports more effectively. These categories can be placed inside another.

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Initial Set-Up

To set this up, as an Administrator or HR level user, simply go to:

Administration > Company > Report Builder Permissions

Then, click on the 'Report Categories' button at the bottom:

To add a category, click on the 'Add' button at the bottom of the page. The fields on this page are as follows:

• Category name - The name of the category. This field is mandatory.
• Category description - A description of the category. This is optional.
• Parent category - If you want to include the category within another existing category, choose it here. For example, you might have a Parent category called "Employee Reports", and include in that parent category another category called "Sales team". In other words, the "Sales Team" will then be inside "Employee Reports".

Click 'Submit' to submit the changes.

When on the Report categories list, you can also edit and delete your categories showed in the Actions column.

Only "empty" categories, containing no reports or sub-categories, can be deleted.

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Using Categories in Report Builder

Report Builder can be found in:

Reporting > Report builder

Once you have set up your categories, you will see them displayed as folders at the top of the Report Builder, like so:

As an Administrator of HR level user, you can see the Edit and Delete icons next to the category, but other users will not.

The number icon next to each category indicates the number of items (reports or sub-categories) in the category. Click on the category to view the reports and sub-categories therein.

When adding or editing a report, you can choose which category to place it in using the dropdown in Section 5 of the Report Builder:

To move a report into a new folder, you can either:

• Click on the 'Edit' action of the report, then change the selection in Section 5 as shown above, or
• In the list of reports, click on the checkbox in the Actions column, then choose the new folder from the "Move reports to" dropdown: Since this is a bulk action, you can move multiple records by checking the checkbox or each one you want to move.