Removing standard reports and categories from the Report Browser
You can customize which standard reports and report categories are included in the Report Browser in the Case Manager portal. By default, many standard reports and report categories are included in the Report Browser. Managers can run these standard reports, or save copies and modify the reports to meet additional business needs.
For the standard report or report category that you want to remove from the Report Browser, save a copy of the shortcut rule or category rule in your application ruleset.
Set the availability of the rule to Blocked.
Save the rule.
- Standard reports and categories
All reports are organized by categories. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category.
- Creating a dedicated ruleset version for manager reports
In the Report Browser in the Case Manager portal, managers create report definitions, report shortcuts, and report categories. To enable managers to create and modify these types of rules as they use the Report Browser, you must create a dedicated ruleset version for manager reports.