---
title: "Manage categories and share your report templates"
description: "Create, assign, and share categories to organize and distribute report templates."
lang: en
languages:
  en: https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/index.md
  no: https://docs.vismasoftware.no/no/onestopreporting/reporting/reports/manage-categories/index.md
lastmod: 2026-05-08
---

> Documentation index: https://docs.vismasoftware.no/onestopreporting/reporting/reports/llms.txt


# Manage categories and share your report templates

Last modified May 8, 2026

> Create, assign, and share categories to organize and distribute report templates.

## Manage categories

> [!IMPORTANT]
> You can only categorize and share your own report templates, not OneStop Reporting templates or reports that are distributed from the [Distribution](https://docs.vismasoftware.no/onestopreporting/reporting/distribution/index.md) page.

### Categorize templates

> [!TIP]
> Assigning a template to a category will make the template visible to other users as soon as it is published.

1. Click **Reporting**.
2. Select the report templates and packages you want to categorize.
3. Click on the three dots **...** behind the report ![Three Dots](https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/img/en/reportlistdots.png) Or on the report card of a report ![Report Card](https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/img/en/reporthumbdots.png).
4. Choose from the drop down list ![](https://docs.vismasoftware.no/onestopreporting/shared-images/img/en/btn_categories.png) **Categorize**. The **Assign to categories** dialog is displayed.
5. Select () the categories you want use. You can also unassign categories by deselecting categories (![](https://docs.vismasoftware.no/onestopreporting/shared-images/img/en/btn_unselected.png)).
6. **Note**: Categories marked with ![](https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/img/en/btn_inactive.png) have already been assigned to some of the selected report templates.
7. Click **Apply**.

To see the report templates you have categorized, select the relevant category/categories in

### Create category

1. Click **Reporting**.
2. Go to the **Categories** section in **Filters**
3. Click **+New category**. The **New category** dialog is displayed.
4. Enter the name of the category.
5. Enter a description of the category.
6. (optional) Select a parent category. **Note**: If a parent category has been shared with other users, sub-categories will also be visible to these users.
7. Click **Create category**.

> [!TIP]
> You can drag and drop categories and category folders to change their order.

### Share category

You 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.

In order to share a category:

1. Click **Reporting**.
2. Go to the **Categories** section in **Filters**.
3. Hold 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.
4. Click ![](https://docs.vismasoftware.no/onestopreporting/shared-images/img/en/share.png). The **Share category** dialog is displayed.
5. Select the users with whom you want to share the category:

    - Search: Use the **Search** field to search for and select individual users.
    - Roles: 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.
    - Users: Select individual users in the list.

6. Click **Apply**. The user(s) will see the shared category (and any sub-categories) under **Shared with me** in the **Reporting** screen. They will also see the report templates in the shared category and sub-categories.

> [!IMPORTANT]
> A report template in a shared category can be assigned to other categories by the users with whom you share your category.
> These categories can in turn be shared with other users than the ones with whom you originally shared your category. To \"withdraw\" 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.

### Delete category

1. Click **Reporting**.
2. Go to the **Categories** section in **Filters**.
3. Mouse over the category you want to delete.
4. Click the ![https://help.onestopreporting.com/wp-content/uploads/2017/03/btn_delete.png](https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/img/en/https-help-onestopreporting-com-wp-content-uploa-25.png) **Delete** button.
5. In the **Delete category** dialog, click **Delete** to confirm the deletion.


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[View this page](https://docs.vismasoftware.no/onestopreporting/reporting/reports/manage-categories/)