Concepts

Tasks

Creating a Report Category

Report categories can be created and accessed from the print menu of an object.

This topic explains how to create a report category.

To Create a Report Category

1.	Log on to APM as an administrator.

2.	At the Enterprise level, select the Customization Center view, Reports tab, and then the Categories tab. A list of available report categories is shown.

3.	Click New to create a new report category. The Report Category dialog appears.

Tip: Report categories can also be created from the Report Definition Properties view, General tab, by right-clicking the Menu Category box and click New. The Report Category dialog appears.

4.	Enter the following information:

Setting Name

Description

Category Name

A short description of the report category. For example, you may have categories for “Asset” and “Work order” reports. You can enter up to 50 characters. If this box is left blank, an error message will appear.

Menu label

The text that you want to appear as the sub-menu in either the site’s Reports menu, or in the object’s [object name], Print menu (for example the Work Order, Print menu). The menu text should be the name of the report or a brief description. You can include an ampersand (&) to make a mnemonic in the menu. For example, the menu text “&Work Orders” appears as “Work Orders” in the menu. Users can then type ALT + W to access this sub-menu. If this box is left blank, an error message will appear.

5.	When you are finished, click OK to close the Report Category dialog.