In Elvanto, organizing your reports by categories not only helps in keeping your data management streamlined but also enhances accessibility. This guide will walk you through the simple steps to add new report categories to your system.
How to Add Report Categories
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Log Into Elvanto:
- Sign in with your Super Admin or Admin credentials that include Reports Permissions.
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Access the Categories Setup:
- Hover over the 'Reports' menu item on the dashboard.
- Select 'Categories' from the dropdown options.
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Create a New Category:
- Click the green 'Add Category' button located in the upper right-hand corner of the screen.
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Name Your Category:
- Enter the desired name for your new category in the provided field.
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Save the Category:
- Click 'Save' to finalize the creation of your new report category.