What is a Category?

When initially opening up the Reporting module, you will be greeted with a choice of Categories. A Category is a way of simply managing different report types in order to quickly manage different types of datasets. A simple way of defining this is by the main source of data (i.e. all reports that get specfic data about Members are held within the "Members" category).

Creating a Category

To create a category, navigate to SUMS and click on Reports in the sidebar. In the top right corner, you'll see a "Create Category" button. Click this, define the name and choose "Submit"

Once created, you can enter the category with the green "Reports" button and start building new reports.

Updated on 18th December 2019