Jump to content

How to assign / de-assign a Category to a SIMS report?


Recommended Posts

Posted

When I go to 'edit an existing report' and open the 'report browse' window I can browse by My reports, Favourites, all sorts of Focus and ... category.

 

Because I have 10 - 15 reports with different foci that are all to do with one particular project I'd like to assign them all to a Category I have made so I can find them easily.

 

I think I have worked out that if I drag a report name from the browser onto a category name then it gets assigned to that category.

 

First, can anyone confirm that this is the right (the only?) way to assign a category to a report?

 

Secondly, How do I remove a report from a category if I change my mind later?

Posted

Yes the method is correct. it is just adding a "shortcut" to the report into the Category browse, doesn't affect the original

To delete from a category:

Reports | Design | Open an existing, browse to category and right click to delete a report. Deletes from Category but leaves original under its specific focus.

Posted

Thank you- Sims programmers certainly like to make it easy for their users don't they !

 

So

Aspects, templates & resultsets have a category assignment dropdown list at the time of creation but reports don't and require a more convoluted approach

 

Deleting a report when in a category doesn't really delete the report but deleting a report when in My reports or a focus does

 

Ah, that's all so obvious, I should have realised that myself

 

Cheers anyway

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now



×
×
  • Create New...