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Using the Category Dropdown for Report Filtering

Avatar photoCustomer February 24, 2022 at 11:29 pm

We have hundreds of reports. Is there an efficient way for end-users to quickly narrow down the list based on a business function, like ‘General Ledger’?

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    • Support February 26, 2022 at 1:29 am  

      Yes, if you have a large number of reports, category assignments help users find the reports they require. Users can pick a Category from the dropdown list on the run window.

    • Avatar photoCustomer February 26, 2022 at 8:41 pm  

      If I create a new category, where is that setup done?

    • Support February 27, 2022 at 4:26 am  

      To create or manage categories, you navigate to the menu Tools > Categories from the Blitz Report Setup window. You can also review existing assignments there.

    • Avatar photoCustomer February 28, 2022 at 11:45 am  

      If we migrate reports to another environment, do the categories follow automatically?

    • Support March 1, 2022 at 12:26 pm  

      When exporting reports, you have the option to include Categories in the exported XML file. This allows you to create that category automatically in the destination environment upon import.

    • Avatar photoCustomer March 2, 2022 at 5:26 pm  

      Is there an automated way to assign categories based on the source application?

    • Support March 2, 2022 at 8:32 pm  

      Yes, during import, reports are assigned to categories automatically based on the originating concurrent program’s application module, which is defined by the lookup XXEN_REPORT_APPLICATIONS.

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