{"title":"Manage categories and share your report templates","url":"https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/","link":"/onestopreporting/reporting/reports/manage-categories/","description":"Create, assign, and share categories to organize and distribute report templates.","content":"\u003ch2 id=\"manage-categories\" class=\"group\"\u003eManage categories\u003ca class=\"prose-heading-self-link\" href=\"#manage-categories\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou can only categorize and share your own report templates, not OneStop Reporting templates or reports that are distributed from the \u003ca href=\"../../distribution\"\u003eDistribution\u003c/a\u003e page.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch3 id=\"categorize-templates\" class=\"group\"\u003eCategorize templates\u003ca class=\"prose-heading-self-link\" href=\"#categorize-templates\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eAssigning a template to a category will make the template visible to other users as soon as it is published.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eReporting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eSelect the report templates and packages you want to categorize.\u003c/li\u003e\n\u003cli\u003eClick on the three dots \u003cstrong\u003e\u0026hellip;\u003c/strong\u003e behind the report \u003cimg src=\"/onestopreporting/reporting/reports/manage-categories/img/en/reportlistdots.png\" alt=\"Three Dots\"\u003e Or on the report card of a report \u003cimg src=\"/onestopreporting/reporting/reports/manage-categories/img/en/reporthumbdots.png\" alt=\"Report Card\"\u003e.\u003c/li\u003e\n\u003cli\u003eChoose from the drop down list \u003cimg src=\"/onestopreporting/shared-images/img/en/btn_categories.png\"\u003e \u003cstrong\u003eCategorize\u003c/strong\u003e. The \u003cstrong\u003eAssign to categories\u003c/strong\u003e dialog is displayed.\u003c/li\u003e\n\u003cli\u003eSelect () the categories you want use. You can also unassign categories by deselecting categories (\u003cimg src=\"/onestopreporting/shared-images/img/en/btn_unselected.png\"\u003e).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eNote\u003c/strong\u003e: Categories marked with \u003cimg src=\"/onestopreporting/reporting/reports/manage-categories/img/en/btn_inactive.png\"\u003e have already been assigned to some of the selected report templates.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eApply\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eTo see the report templates you have categorized, select the relevant category/categories in\u003c/p\u003e\n\u003ch3 id=\"create-category\" class=\"group\"\u003eCreate category\u003ca class=\"prose-heading-self-link\" href=\"#create-category\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eReporting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eGo to the \u003cstrong\u003eCategories\u003c/strong\u003e section in \u003cstrong\u003eFilters\u003c/strong\u003e\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003e+New category\u003c/strong\u003e. The \u003cstrong\u003eNew category\u003c/strong\u003e dialog is displayed.\u003c/li\u003e\n\u003cli\u003eEnter the name of the category.\u003c/li\u003e\n\u003cli\u003eEnter a description of the category.\u003c/li\u003e\n\u003cli\u003e(optional) Select a parent category. \u003cstrong\u003eNote\u003c/strong\u003e: If a parent category has been shared with other users, sub-categories will also be visible to these users.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eCreate category\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-tip\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Tip\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eYou can drag and drop categories and category folders to change their order.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch3 id=\"share-category\" class=\"group\"\u003eShare category\u003ca class=\"prose-heading-self-link\" href=\"#share-category\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003cp\u003eYou can share your categories to give your colleagues access to the report templates in specific categories. In addition, your colleagues will be able to use your categories to categorize their report templates. They cannot, however, share your categories with other people.\u003c/p\u003e\n\u003cp\u003eIn order to share a category:\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eReporting\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eGo to the \u003cstrong\u003eCategories\u003c/strong\u003e section in \u003cstrong\u003eFilters\u003c/strong\u003e.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHold the mouse-pointer over the category you want to share. If the category contains sub-categories, the sub-categories will also be shared. If you share a sub-category, the top-level category will not be visible.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cimg src=\"/onestopreporting/shared-images/img/en/share.png\"\u003e. The \u003cstrong\u003eShare category\u003c/strong\u003e dialog is displayed.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSelect the users with whom you want to share the category:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSearch: Use the \u003cstrong\u003eSearch\u003c/strong\u003e field to search for and select individual users.\u003c/li\u003e\n\u003cli\u003eRoles: In the top part of the list, you can select one or more roles. The category will be shared with all users belonging to the roles you have selected.\u003c/li\u003e\n\u003cli\u003eUsers: Select individual users in the list.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eClick \u003cstrong\u003eApply\u003c/strong\u003e. The user(s) will see the shared category (and any sub-categories) under \u003cstrong\u003eShared with me\u003c/strong\u003e in the \u003cstrong\u003eReporting\u003c/strong\u003e screen. They will also see the report templates in the shared category and sub-categories.\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eA report template in a shared category can be assigned to other categories by the users with whom you share your category.\nThese categories can in turn be shared with other users than the ones with whom you originally shared your category. To \u0026quot;withdraw\u0026quot; the report template from other users, you must remove it from the shared category. Unsharing your category will not have any effect on shared categories that you do not own.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch3 id=\"delete-category\" class=\"group\"\u003eDelete category\u003ca class=\"prose-heading-self-link\" href=\"#delete-category\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eReporting\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eGo to the \u003cstrong\u003eCategories\u003c/strong\u003e section in \u003cstrong\u003eFilters\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eMouse over the category you want to delete.\u003c/li\u003e\n\u003cli\u003eClick the \u003cimg src=\"/onestopreporting/reporting/reports/manage-categories/img/en/https-help-onestopreporting-com-wp-content-uploa-25.png\" alt=\"https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_delete.png\"\u003e \u003cstrong\u003eDelete\u003c/strong\u003e button.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eDelete category\u003c/strong\u003e dialog, click \u003cstrong\u003eDelete\u003c/strong\u003e to confirm the deletion.\u003c/li\u003e\n\u003c/ol\u003e\n","children":[]}