About Category rules

New

Purpose

Category rules provide categories in the Report Browser, to help organize reports.

Access

Developers can create Category rules directly, as they create rules of other types. Managers and developers can also run a Manager portal and create categories using the Report Browser:

Make sure your userID's Access Group has a Manager composite portal specified as one of the Secondary Portal Layouts on the Settings tab.
From the Quick Launch menu at the top right of the Designer Studio's header bar, click the Run icon.
From the dropdown menu that appears, select Open Portal >[name of Manager portal]
Select the Monitor Activity slice to display the Report Browser. You can create categories and shortcuts here. See Manager Portal - using the Report Browser.

Note that categories created from the Report Browser are only available to the creator and members of the creator's Access Group. To create categories for other Access Groups, use the new rule form.