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Edit an Existing Report Category

 

In this article, you will learn how to edit an existing report category.

To begin, you will want to make sure that you are in the Report Management interface by selecting the “Reports” tab under the “Settings” menu located to the right of the Regpack logo.

Settings Reports

Next, you can edit a report category by clicking on “Edit Category” button to the right of the category name. In order for the “Edit Category” button to show, you must be hovering over the category name to see the button.

Edit Category Reports

Change the category name and then click “Update Category” to save your updates.

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.

If you need help creating a new category in your Regpack system, check out this article.