Move Reports into Categories

Ad Hoc Reporting Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Move Reports into Categories

You can move custom reports into both standard categories and custom categories. Standard categories are mapped to other feature areas of Dayforce, and users can access the reports in the corresponding features. Custom categories can be shared with other users who have access to Reporting and Analytics > Reporting > Reports.

To move custom reports into other categories:

  1. Go to Reporting and Analytics > Reporting > Reports.
  2. Select the custom report you want to move into a category.
  3. Click Edit in the toolstrip.
  4. In the report designer, click Properties.
  5. In the Report Properties side panel, click Choose a Category.
  6. In the Choose a Category dialog box, select the category you want to assign the report to, then click Apply.
  7. Click Apply in the Report Properties side panel.
  8. In the report designer, click Save.