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Reports and other objects (like Query and Parameters) are stored in categories. Categories are stored in the repository as a hierarchical structure. 

On the Manage Categories and Reports page, you can create a category, modify category details, change a category name, and delete a category

Categories

Kyvos Reporting supports a multi-level (hierarchical) category structure.  For better management, you You can group desired reports and other objects in into one category for better management.

  • Every category has a Category Menu Name which that uniquely identifies the category at that level in the hierarchy.  Name The name will be displayed in all the dialogs and pages where the category name is displayed. 

  • The Category ID should be unique across all the categories.   By default, it is auto generated by Kyvos Reporting . If you wish to auto-generates it. To specify the Category ID manually, clear the System Generated checkbox.

  • A Public category is (and the objects in that category are) available to all the users. 

  • A Private category is available only to the owner.  So, objects stored in a private category will be available only to the owner.

  • To create a Public category, you need to login into the application using Super Administrator ID, Administrator ID or using the ID that has Category Setup rights.

  • Select the Hidden checkbox , if you do not want to display this category in any of the dialogs and pages (except the Manage Folders and Reports page).  This will stop users from directly accessing the objects and reports stored in it.  For example, reports that are used as sub-reports and executed from within a report.

To create a category

  1. After navigating to the desired folder, click the Add Folder button.

  2. Provide the required details and click the Save button.

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