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 > Reports.
2. Click Create Category.
3. In the Create Category panel, enter a category name, and description.
4. (Optional) Select a parent category in 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 roles in the Security drop-down 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. Click Save.