From the Report Writer screen, select the Maintenance menu and then Report Categories.
At the Report Categories screen, click the New Record button.
Note: For any field equipped with the repeat function, click the Repeat button or press the Ctrl+R keys to repeat the previous entry for the specified field. The repeat function is only available after your initial entry.
Enter a unique description for the report category in the Category Description field. The description can be up to 40 characters long.
Note: The description cannot end with the word "favorites".
To have the report category display under the Reports menu on the main screen for only one module, enter the ID of the desired module in the Module ID field, or click the down-arrow button to select the correct one. Otherwise, to have the report category display under the Reports menu on the main screen for the applicable modules, leave the Module ID field blank.
Tip: If the Module ID field is completed for a report category, the category will only appear in the one module and will list all the selected reports under that category, even if the report contains information for a different module; for example, if a report category was created with GL specified in the Module ID field and the Balance Sheet and Vendor Inquiry reports selected, the report category would only appear under the Reports menu in General Ledger and show both the Balance Sheet and Vendor Inquiry reports. If the Module ID field is left blank for a report category, the category will appear under the Reports menu in all the applicable modules for which there are selected reports; for example, if a report category was created with the Module ID field left blank and the Balance Sheet and Vendor Inquiry reports selected, the report category would appear under the Reports menu in General Ledger showing the Balance Sheet report and in Accounts Payable showing the Vendor Inquiry report.
Note: Only the modules for which the organization has licensed are available to be entered or selected in this field.
The System Category field is disabled and cannot be changed. A checkmark will only appear in the box if the report category is a standard one created by Software Unlimited, Inc.
The User Category field is disabled and cannot be changed. A checkmark will appear in the box if the report category is one created from within the User Options option or User Security option for defining "favorite" reports for a user.
In the Reports List, specify which reports to display under the report category by clicking the box for the Selected column to the left of each desired report. A checkmark will appear in the box if the report is selected. Only the reports in the modules for which the organization has licensed appear in the Reports List.
Note: If a report has report selections, the default report selection can be set for the report in the Report Selection Description field (column) by clicking the down-arrow button and selecting the desired one.
Tip: The System Relationship field (column) will display a checkmark in the box if a standard report was defined with the report category selected.
Click the Save button.