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Create a New Report Category

 

In this article you will learn how to create a new category in the reports screen. Categories in Regpack are a great way to keep items organized.

To begin, make sure you are in the Report Management interface by selecting the “Reports” tab to the right of the “Settings” menu.

Settings Reports

To create a new report category, click the white “Create New Category” button at the top of the screen.

Create New Report Category

You can also create a new category by going to the “Tools” menu on the right hand side of the screen. Just click on “Tools”, then select “Create New Category”.

Create New Category Tools

Finally, you can give your report category a name and then click the “Create Category”.

Email Category Name

Ordering Reports and Categories

If you have multiple reports in one category, it is easy to arrange them into an order that you prefer. Simply hover over the left of the category name where you see dots and drag the report to the order you would like.

You can also easily re-order the category order by going to Tools and clicking “Order Categories”. Follow the same steps to order reports, simply hovering to the left of the Report category and dragging it to the order you would like.

Don’t forget to his “Update” when you’re done!

Creating categories to help with team collaboration and streamlining reporting within your organization.

Organization of categories can happen on the department level or team member level to make finding the report you need easy. We give you the opportunity to organize and categorize your reports in any way you need.

Quick View Reports

Note that you can set any report to also be a “quick view”. This means that in the user panel in User Management, you can select a specific group of users and run a report more quickly.