How to Organize Reports with Categories
Here is a video tutorial on how to set and use report categories within ActionFlow. We also provide a step by step guide below.
Table of Contents
Intro (0:00)
Where categories are visible (0:04)
How to set up categories (0:34)
Set category for each report (0:38)
Create categories that will populate the dropdown (0:51)
Clear all report categories (1:15)
Set default categories (1:21)
Set Default Categories
If you would like to start using this feature immediately, we recommend using default categories determined by ActionFlow. An administrator at your shop can do this or ask your ActionFlow Account Manager to turn this on for you.
The default categories are:
Go to:
- Administration
- Report Configurations
- Click "Set Category Defaults" on the left side of the screen
This will create the default category list and set each report into a default category.
To start your categories from scratch, first create the categories by right clicking the "Categories" text box and separating each category with a comma. Then use the "Category" property to set the category for each report.
- Right click on the "Categories" text box
- Set your categories (separate with a comma)
- Example: Administration,Sales,Inventory,Delivery
- Click "Ok" and "Save"
- Select a report
- Find the "Category" property for that report
- Select the category for that report
Note: If your category dropdown does not have your saved category list, go out and come back in.
You can always restart from scratch by clicking "Clear All Categories" which will clear the category list and the category for each report.
