4.4 Report Management: Creating Custom Report Categories

Updated Sep 02, 2020

Grouping your report templates into categories make them easier to search for and find, and give your data a logical structure. To organize your report forms into groups,  create the group and then assign it to the custom report under the Categories field.

  1. Go to Settings.
  2. Click on Report Templates.
  3. Click on Custom Report Categories.
  4. Click the "New Category" button.
  1. Enter a name for the new report category.
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  1. Click "Save" to save it.
  2. Assign it to the appropriate report forms by editing the template.

When searching form templates, you will be able to filter the list by category.

Previous Article 4.3 Report Management: Creating / Editing Fields of a Report Template
Next Article 4.5 Report Management: Report Footers

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