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

Access

To see the category rules available to your current application, select > Reporting > Report Components > Categories. To see all category rules in your system, use the Records Explorer.

Developers can create category rules directly, as they create rules of other types. Managers and developers can also create categories using the Report Browser:

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

Note 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 Create New rule form.

Category

Category rules are instances of the Rule-Category class. They belong to the Reports category.

Topic Reports category
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