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Add a custom group for organizing reports

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Updated January 11, 2018

Overview

This article describes how to add custom groups to the Group By drop-down menu in the All Reports and Manage Reports pages. 

Environment

  • All Orion Platform products

Steps

  1. Edit a report or create a new report
  2. On the Properties page, click the Report category drop-down menu and select Add new.
  3. In the New report category field, enter a report category name.
  4. Complete the Summary page and click Submit.

 

To add additional reports to the new category, select the category in the Report category drop-down menu.

To view a category on the Manage Reports or All Reports page, select Report Category in the Group By drop-down menu.

 

 

 

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