Custom Report Categories (Reference)

Report Category List Window   Top

Custom Category List Window
Custom Category List Window

This window is accessed by clicking the Categories button on the Report Selection Window.

alt="New
New Button

Opens the detail window to create a new custom category. See the how-to guides for more information on how to create and use custom categories.


alt="Open
Open Button

Opens the selected custom category's detail window for editing.


alt="Duplicate
Duplicate Button

Duplicates the selected custom category.


alt="Delete
Delete Button

Deletes the selected custom category.


alt="Print
Print Button

Prints a report of all items in the list window.


alt="Export
Export Button

Exports all items in the list window as a .txt file.


Report Category

The name of the custom category.


Outlet Owner

The outlet that the custom category belongs to.


Report Category Detail Window   Top

Custom Category Detail Window
Custom Category Detail Window

This window is accessed by clicking the New button on the Custom Category List Window.

alt="New
New Button

Opens the Report Category Detail Window to create a new custom category.


alt="Save
Save Button

Saves the custom category.


alt="Duplicate
Duplicate Button

Duplicates the selected custom category.


alt="Revert
Revert Button

Reverts to the last save.


alt="Delete
Delete Button

Deletes the selected custom category.


Category Name

The name of the custom category.


Outlet Owner

The outlet that the custom category belongs to.