Edit the list of report categories

Can I do this task?

  1. Navigate to the report category settings.
  2. Add categories, edit category names, or adjust the order of categories as needed.
  3. Click OK.

Note

If you add a new category or change existing categories, you should also change the default views available for the Report record type. Otherwise, users won't have a way to see all reports in the new categories. More information: Work with Views

Related Topics

Manage System Settings

Customizing and Organizing Reports

Create and Work with Reports

Running Reports - Troubleshooting
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