ActiveReports Server provides the ability to create Personal Categories and sub-categories to help manage your reports. The purpose of this feature is to allow users to organize their reports into Personal Categories to make report navigation easier. You can create, edit, rename, move, delete, or create sub-categories within your Personal Category from the Report Portal. Other than Personal Categories, you can also access System Categories which are created by the Administrator from the Categories tab but you cannot assign these System Categories until the Administrator gives the permission to the End User. See Managing Roles for details on the permissions on System Categories and see Report Categories for a detailed description about system and personal categories in ActiveReports Server.
You can access the Categories tab from the Information tabs available on the right hand side of the Report Portal and Categories panel from the left hand side of the report list section of the Report Portal.
Elements of the Categories Tab
The Categories tab consists of the following elements:
| Elements | Description |
|---|---|
| List of Categories |
Displays a list of Personal and System Categories and sub-categories that you can assign to your reports. Personal Categories are created by the End User but System Categories can only be created by the Administrator from the Administration Dashboard. See Report Categories for further details.
Note: Permissions from the Administrator are required to assign report under System Categories. The System Categories are disabled and cannot be selected if the permission is not granted by the Administrator to access the System Categories. See Managing Roles for more information.
|
| Apply Button | Assigns report to the selected category. |
Elements of Categories Panel
The Categories panel appears on the left hand side of the report list section of the Report Portal. It includes both System and Personal Categories but System category names are highlighted in bold in the Categories panel of the Report Portal. You can manage your Personal Categories from the Categories panel using basic operations like Create, Edit and Delete. End-users can also move the location of Personal Categories or create sub-categories using the Add/Edit Category dialog box. See Working with Personal Categories for further details. Reports that are not assigned any categories are listed under the No category section.
Categories panel consists of the following elements:
| Elements | Description |
|---|---|
| Create | Allows the End Users to create a new personal category using the Add/Edit Category dialog box. |
| Context Menu | |
| Edit |
Allows the End Users to change the name or location of the personal category using the Add/Edit Category dialog box.
Caution: End Users can only edit personal cateogories that have been created by them.
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| Delete | Allows the End Users to delete their personal category. |