Hi All

Quite new to reporting, it would seem as a default we have the following
categories for reports.

1 = Sales Reports
2 = Service Reports
3 = Marketing Reports
4 = Admin Reports

What we want is

5 = Management Reports

But for the life of me I cant find how to set up a new category so that
these reports can be separatly filtered out

Thanks


--
Alistair
2B.net

http://www.crmdeployment.co.uk

The categories equate to the folders defined in SRS. There is not
"filtering" that is done on the display of the reports in the app, it just
filters the data that displays in them.

--

Matt Parks
MVP - Microsoft CRM


"Alistaird @ 2B.net" <Alistaird @ 2Bconsulting> wrote in message
news:AC1E636D-F88F-4596-B44B-D3CB90DB84F8@microsoft.com...
Hi All

Quite new to reporting, it would seem as a default we have the following
categories for reports.

1 = Sales Reports
2 = Service Reports
3 = Marketing Reports
4 = Admin Reports

What we want is

5 = Management Reports

But for the life of me I cant find how to set up a new category so that
these reports can be separatly filtered out

Thanks


--
Alistair
2B.net

http://www.crmdeployment.co.uk

Hi Matt

Sorry I guess you mis-understood what I wanted to do, in the CRM app when
you go to reports at the top you have a category filter along with an entity
filter plus the standard search, we wanted to add a new category into this
filter, which we have done by changing the report XML and publishing all
reports

Thanks
--
Alistair
2B.net

http://www.crmdeployment.co.uk


"Matt Parks" wrote:

You can go to system setting to add your category: System -> Organization
Settings -> System Setting
Report Categories is the last tab.

Lan
--
This posting is provided "AS IS" with no warranties, and confers no rights.

"Alistaird @ 2B.net" <Alistaird @ 2Bconsulting> wrote in message
news:AC1E636D-F88F-4596-B44B-D3CB90DB84F8@microsoft.com...

Hi Lan

Thanks for that, being technical I tried to take the long way around, thanks
for the heads up


--
Alistair
2B.net

http://www.crmdeployment.co.uk


"Lan Zhang [MSFT]" wrote: