Report Categories
See also:
You can create categories for reports that will make them easier to sort and find. This can be particularly helpful when there are multiple users using Metrix. It is up to your organization to define the different categories. Some examples of categories include:
- Department
- Program
- Project
- Function (e.g. mailing labels, contact lists)
Note: You may consider using the same categories for both reports and queries, especially since queries are the basis of reports.
Creating a New Category for a New Report
You can create report categories when you create a new query or by editing an existing report. See Creating New Queries with the Query Wizard and Editing Report Details.
- Enter a new value in the Report Category drop-down list.
Figure: Accessing the Report Details Form
Check to see that an equivalent value is not already in the list before entering a new value.
Once you have entered the new listing, you will be asked to confirm that you wish to add this to the list.
- Press Yes to add the new value to the list. When you are finished editing the report details, press Save.
Figure: Adding a Value to the Category Description List
Creating a New Category by Editing and Existing Report
- There are three ways to edit the details for an existing report:
- Click the Report Category drop-down menu list and select a value from the list or enter a new value.
Figure: Viewing the Report Category List in the Repor Details Form
Check to see that an equivalent value is not already in the list before entering a new value.
- Press Save .
If you have entered a new category description, you will be asked to confirm that you wish to add this to the list. Press Yes to add the value to the list.
