Modify Custom Categories

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Modify Custom Categories

While administrators can edit categories that were created by anyone, most users can edit only categories that they created. You can’t edit standard categories.

To edit a category:

  1. Go to Reporting and Analytics > Reporting > Reports.
  2. In the categories panel, find the custom category you want to edit and click the options menu next to it.
  3. Click Edit Category.
  4. In the Edit Category panel, edit the properties as required. See Create Custom Categories.
  5. Click Save.

You can assign or unassign a custom category from the Category column in the reporting landing page. To assign a category, click Assign Category in the column. If a custom category is already assigned, click the pencil icon next to it to edit the assigned category.