This section describes how individual users can organize reports their way by creating user categories.
Create a user category
Add a category
In the Add/Edit Category dialog that appears, enter Sales Reports as the Name. Make sure that the Location is Quick Start and click the Add/Update button. This way, the Sales Reports category is added under the Quick Start node.
Note: Categories that you add in the Report Portal are called user categories, and are saved in the settings for the logged-in user. They do not affect the system categories. If you log in as jimmy, the Sales Reports category is not visible. Also, if you mouse over the user category, a button appears on the right side. If you click the button, a pop-up menu is displayed as below, and you can delete or edit the category. System categories (categories created in the Administrator Portal) cannot be edited or deleted from the Report Portal.
Change a report category
If you go back to the Quick Start category and click the Sales Person Performance Report, you can see report details in the right pane. In the right pane, click the Categories tab at the top to display the category list, select Sales Reports, and click the Apply button.