On the Edit Report screen for the selected report, click the Categories/Screens button or select the Maintenance menu and then Categories/Screens.
Note: If the report to edit is not yet open, first complete the following: from the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report for which to change the categories/screens and click on the name of the report to edit in the Reports List (or click the Find button instead to search for the desired report); then click the Edit Record button located at the top of the screen.
Make the desired changes to the categories/screens.
To add the report to a report category or screen, click the box for the Selected column to the left of the desired report category or form name. A checkmark will appear in the box if the item is selected.
If the report has report selections, the default report selection can be set for each report category and/or screen in the Report Selection field (column) by clicking the down-arrow button and selecting the desired one.
To remove a report so that it no longer displays under the report category or screen, click the box for the Selected column to the left of the desired report category or form name to remove the checkmark.
Note: If a standard report was defined with the report category and/or screen selected, the System Relationship field (column) will display a checkmark in the box and the report category and/or screen cannot be unselected.
After all the changes have been made, click the Save button.