The Report Categories Mini Directory categorizes reports in the Report Library. Reports can be searched by Category in the Report Library. Default reports and categories are included in Neos. Permission exceptions can also be created by Report Categories in Other Permissions.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Report Category, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Category field of the new entry to enter edit mode. Category is a required and unique field. Up to 35 characters can be entered in the Category field. New Report Categories are Active by default.
Calendar, Data Integrity, Directory, Intake, Settlement Memo, Time (Time Tab), and Time (Value Tab) are protected categories that cannot be renamed, marked inactive, or deleted.
To delete a Report Category, click the delete icon to the far right of the entry. Report Categories that contain reports cannot be deleted.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
