Creating report categories in Case Manager

In the Report Browser, you can create report categories to help you organize reports. Each report must belong to one category, but you can have report shortcuts to the same report in more than one category.

  1. In the Report Browser, click Create new category.
  2. In the Create new category window, specify the following information:
    • Category name – Specify a name for the report category.
    • Category description – Specify a description for the report category.
    • Category type – Specify whether the report category is Public or Private. Other managers cannot run or view reports that are in a Private category, unless the owner makes copies of the reports available.
  3. Click Submit to apply your changes.