How to Classify and Categorise a Report
Who is this article for?Users who have been given access to manage a report.
You must have the edit category permission assigned.
After you have submitted reports into Coruson it is important to correctly classify and categorise the report in order to allow for easy analysis, searching and risk management.
This article will guide you through how to assign the categories defined by your organisation to your reports. It won't explain anything to do with creating new category items (please see articles for the Administration module for that) and instead focuses on assigning existing categories.
To make using the categories easier to learn this article is split into the following sections so that you can either walk through the steps in sequence or you can jump to the section relevant to what you are doing in Coruson:
1. Assign a Category
- Open a report.
- Navigate to the Header band at the top right hand corner.
- Click the Edit button .
- Select the category from the list.
No categories available? It sounds like your organisation hasn't configured categories in the Administration module. Read our other articles to learn how to configure the categories in the Administration module.
2. Search Using a Category
Once a category has been assigned to your report you can use the category for searching. This is useful if you need to quickly find a list of records or you want to review a grouping of records with the same category across different form types.
How to do it:
- Go to the report list.
- Select the desired category from the drop down list.