What are Report builder categories?
The Natural HR Report builder allows you to create custom reports, to provide you with the data your business needs to make the right decisions. As you create your reports, you can organise them more effectively by grouping them together within categories. These categories can be nested, so that you can have one category inside another.
Creating a report category
To create a report category go to:
Administration > Company > Report builder permissions
And then click on the 'Report Categories' button:
Click on the 'Add' button at the bottom of the page.
Complete the fields on this page as follows:
- Category name - The name of the category. This is a mandatory or required field.
- Category description - A description of the category.
- Parent category - If you want to include the category within another existing category, select it here. For example, you might have a Parent category called 'Performance' and you want to include another category '360 feedback' in that parent category. '360 feedback' will then be nested inside 'Performance'.
Click 'Submit' to save your changes.
In the Report categories list, as an Admin or HR level user, you can also edit or delete your categories using the 'Edit' and 'Delete' icons in the actions column.
Please note: Only categories containing no reports or sub-categories can be deleted.
Once you have set up your categories, you will see them displayed as folders at the top of the list of your reports.
Using a Category in Report builder
To use a Report builder category go to:
Reporting > Report Builder
When Adding or Editing a report, you can choose which category to place it in using the drop-down in section 5 of Report Builder:
To move a report into a new folder, either edit it and change the selection in section 5 as shown above, or in the list of reports click on the checkbox in the actions column:
Then choose the new folder from the "Move reports to" drop down:
As this is a bulk action, you can move multiple reports by checking the checkbox for each one that you want to move.
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