Report Categories

ActiveReports Server provides the ability to create categories and sub-categories to help manage your reports better. The purpose of this feature is to allow users to organize their reports into categories to make report navigation easier.

You can create, edit, rename, move or delete a category or create sub-categories within your category.

System Categories

The Administrator creates and manages System Categories from the Administrator Dashboard. Both the Administrator and end users can view these categories but only the administrator can create, rename, edit, move or delete a system category.

The System Categories are visible to the End Users in the Categories tab of the Report Portal but the end users can only assign these System Categories if the Administrator gives them permission to do so. The System category names are highlighted in bold in the Categories panel of the Report Portal. See Managing Reports, for further information. The Administrator can assign multiple System Categories to a report, and can also move multiple reports to a single category at the same time.

Role Root Category

Role Root Category is a system category that is set as the top level category for each user role. All the sub-categories under this level are available to the users in that particular user role. If more than one role is assigned to any user, then the user can view the category hierarchy for both the roles on the Report Portal. The Administrator can set a role root category for each role using the Role Properties option. Each user is assigned a root category based on their role.

For example, an administrator wants to create two system categories, namely Sales and Marketing, that are only visible to the users in their respective roles. To do this, set the Sales system category as the role root category for the Sales role, and the Marketing system category as the role root category for the Marketing role. For further details, see Managing System Categories.

Note: By default, the Root category is assigned for a role if no role root category specified. This allows the role to access all categories.

Personal Categories

End users create and manage Personal Categories from the Report Portal. These categories are unique to each end user and are not visible on the Administrator Dashboard. End users can create, rename, edit, move or delete these Personal Categories and can assign one or multiple Personal Categories to a report. or even move multiple reports to a single category at the same time. See Personal Categories for further information.