Create Custom Categories

You can create custom categories and sort your custom reports into them. You can also share your custom categories with other users in your organization.

To create a custom category:

1. Go to Reporting and Analytics > Reporting > Classic Reports.
2. In the Categories panel, click Add.
3. In the Add Category dialog box, enter a category name and description.
4. (Optional) Click Change next to the Parent Category field to nest your new category under a parent. Leave the field blank to save your new category under All Reports. You can have up to three levels of nested categories.
5. Share your category with other user roles by selecting them in the Available list and clicking the arrow icon to move them to the Selected list. Users with the selected roles can access the category and the reports it contains as long as they also have access permissions for the reports.
6. Note: Only users who have access to the parent category appear in the Available list. When you add users to the parent category, they’re added to the Available list of all child categories.
6. Click Save.