Report Categories

Configuration > Reports > Report Categories

Report Categories are used to organize the Reports menu.

1. Name - search by name

2. Include Inactive - check to include inactivated categories

3. Reset - click to reset search parameters

4. Add New Report Category - click to add a new category
   

   1. Name - enter category name

   2. Sort Order - change sort order if needed

   3. Cancel - click to return to the previous screen without saving changes

   4. Save - click to save changes

5. Name - click to sort by name

6. Active - click to sort by active status

7. Pencil - click to edit category. Note: Fields are only editable on user-created categories.
   

   1. Name - enter category name

   2. Sort Order - change sort order if needed

   3. Active - toggle active status

   4. Cancel - click to return to the previous screen without saving changes

   5. Save - click to save changes

8. < > - click to scroll through pages

The following report categories are created by default:

• Accounting

• Eligibility

• Inventory

• Item

• Letters

• Menu Planning

• Person

• Point Of Service

• Pre Order

• Purchasing

• Staff

• Student

• Transaction