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I need to group the reports I created under one specified group. How do i do this?

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darshini b
(@darshini)
Active Member
Joined: 10 months ago
Posts: 4
Topic starter  

I have a few reports and I want them to be visible under one dropdown in the dashboard. I need to create two such groups, how can I do this?


   
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ankit.pradhan
(@ankit-pradhan)
Eminent Member
Joined: 2 years ago
Posts: 20
 

You can classify the reports under one category in the report design page.

Step 1: In the report design page, click on the category icon that is present on the tool bar at the top.  (Refer to the image below).

1695641501-report-category.png
Step 2: A Category pop-up appears. You can create a new category or choose from the existing categories. (Refer to the image below).
1695641598-report-category1.png
Step 3: By following the steps mentioned above for each report, you can categorize them in the dashboard under one header/ category. 

   
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