Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

Workflow Automation

Corporate Legal & Claims

Governance, Risk & Compliance

Human Resources Compliance

Creating a Report Category

Last updated
Save as PDF

In the Reports module in Suite, reports can be categorized. These categories are created within Suite Manager.

To Create a New Report Category:

Open Suite Manager.
On the Suite Manager control panel, click the Lookups component in the System Configuration area.
On the Lookups window, select the Report Categories (eCounsel) or Report Categories (Secretariat) category.
Type the name of the new report category at the bottom of the Codes list.
Click the Add button. (The Add button will not appear until you type a code in the field.)