Categories

Categories are a convenient mechanism for grouping logically related data objects, making them easier to find. Categories are implemented as a filter in the Report Builder data selection dialogs.

Essentially the System Administrator creates one or more categories and assigns data objects to the category. Data objects may appear in more than one category since many data objects are common to different reporting needs (e.g. the States data object may be required to create reports on the Sales data as well as the Human Resources data).

Select Categories from the Database Object Configuration drop-down list to display the Categories configuration page.

Click on the icon to display brief help for the Categories page.

The Add button will display an empty Category page.

The Delete button will remove the selected category. Categories are selected by clicking on the applicable checkbox.

The icon indicates that only one action can be performed on the category. Click on the icon to modify the category.

Adding a Category

To add a category, click on the Add button and the category dialog will be displayed:

The Category Name is required and must be unique. The Description is optional. Assign data objects to the category from the list of Available Objects.

Click on the OK button to store the new Category information.

Modifying Categories

To change category information, click the Modify Category action for the category. The Category Details dialog will be displayed:

Modify the appropriate information and click the OK button to store the information.