An administrator can order reports in clear categories for users to access.
- Go to “Templates” at firm level
- When you build a new report or edit an existing report (by selecting the pencil icon), there is the option to add a category for that report template
- You can set any category you like in the “Category” box.
When you go back to the list of reports in the 'Templates' view, you can see which category each report has been allocated to in a light grey font.
When you go back to the client level, and select 'Add new report' you will see the list of reports in their categories.
Note: Report templates that are not allocated will appear under “Other reports”.
This is an action that can only be performed by an admin user. If you do not have these rights, contact an admin users within your firm.
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