Edit Existing Report Categories

As your organisation evolves over time, it may become necessary to alter your report category definitions to reflect additional or revised category options. Typically, this involves adding and/or removing category options. To edit an existing report category definition set, follow these steps:

1. Navigate to the desired Report Category (Assets Menu > Report Categories > Selected Category).

2. With the desired report category selected, a preview of the definition will appear on the right-hand side of the page. This is a read-only overview of the selected report category.

3. To remove a report category option, simply click on the trash can icon to the right of the option entry. If this icon is muted, it means that the option is currently assigned to an asset component and cannot be removed.

4. To add a new option to the category definition, click on ‘Create New Option for Current Category’ at the top of the category definition. A new dialog will appear, enter the label of the new option and click ‘Create’.