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Managing report categories

Report administrators can assign a report to a report category to help users discover the report more easily while browsing the reports list.

To manage the report categories themselves, first navigate to the Reports screen. This is the first screen you see when you open Limbr Reports from Jira's Apps menu. Then, click the More actions button beside the Create report button and select Manage report categories.

Reports screen with the 'More actions' menu open and the 'Manage report categories' option hovered

You will be redirected to the Report categories screen, where a list of the existing report categories will be displayed.

Report categories screen displaying a list of report categories

Creating a report category​

To create a new report category, click the Create report category button.

Report categories screen with the 'Create report category' button hovered

The Create report category dialog will appear.

Create report category dialog with empty form fields

Start by entering a Name for the new category. You can also optionally enter a Description to help others understand the purpose of the category.

Create report category dialog with category name and description fields populated

Then, click the Create button to create the report category.

Create report category dialog with all fields populated and the 'Create' button hovered

The new category will now be included in the list of report categories.

Report categories screen displaying a list of report categories with the new category included

Updating a report category​

To update an existing report category, click the More actions () button in the category's row and select Update report category.

Report categories screen displaying a list of report categories with the 'More actions' menu open and the 'Update report category' option hovered

The Update report category dialog will appear.

Update report category dialog with the category name and description fields prepopulated from the existing category

Edit the Name or Description fields as needed.

Update report category dialog with the 'Name' field edited

Click the Update button to update the report category.

Update report category dialog with the 'Update' button hovered

Deleting a report category​

To delete a report category, click the More actions button in the category's row and select Delete report category.

Report categories screen displaying a list of report categories with the 'More actions' menu open and the 'Delete report category' option hovered

The Delete report category dialog will appear. If the category is in use by one or more reports, the confirmation dialog will include a warning to this effect. If you are sure you wish to delete the report category, click the Delete button. Otherwise, click Cancel.

Delete report category dialog with the 'Delete' button hovered
warning

Deleting a report category is irreversible and cannot be undone.