support

User Roles

Admin

✗Staff contributor

✗External Contributor

✗Pulse user

This article explains how admin users can organise reports into categories, making it easier for users to find and manage reports on the file level. By following these steps, administrators can ensure that reports are organised and easily accessible.

As an user with admin rights, you have the ability to organize reports into clear categories, making it easier for users to navigate and find the reports they need. Follow the steps below to categorise your reports:

1. Navigate to 'Templates' at the firm level.
   • Access the 'Templates' section at the firm level and choose 'Reports' section to start categorising your reports.
2. Add or edit a report.
   • Add a new report or edit an existing one by selecting the pencil icon. This allows you to modify the report template.
   • In the 'Category' box, enter the category name you wish to assign to the report. You can choose any category name that suits your needs.
   • The category name is case- and space-sensitive, so be sure to use the exact wording when grouping reports under the same category.
3. Review report categories.
   • After categorising the reports, go back to the list of reports in the 'Templates' view. Here, you'll see the categories assigned to each report displayed in a light grey font.
4. Client-level view.
   • When you return to the client level and select 'Add New Report,' the list of reports will be displayed according to the categories you’ve assigned.

Reports that don't have category assigned will appear under 'Other reports'.