Categories

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    Overview

    Categories allow practices to group their saved reports.

    Categories

    There are two levels of Categories; Top level and Second level (sub-grouping).  On install, three Top level categories are created by default.

    Categories.png

     

    When accessing the Report Catalogue, these appear as follows:

    Categores_ReportCatalogue.png

     

    When running the Report wizard, these are shown in Step 1.

    Categories_Step1.png

     

    To add additional categories, select Maintenance > User Defined > Report Category; the Report Category window appears:

    Categories_ReportCategory.png

     

    Top Level Category

    Click the top blank line and select the required Product from the drop down list available.  Enter the Category name required.  Leave the Parent column blank.

    Category_TopLevel.png

     

    When accessing the Report Catalogue, these appear as follows:

    Categories_TopLevel_ReportCatalogue.png

     

    When running the Report Wizard, these are shown in Step 1.

    Categories_TopLevel_ReportWizard.png

     

    Second Level Category

    Second level categories provide the ability to create additional levels of classification for use when creating or saving reports.  This enhances the existing structure used within Smart Reports, enabling practices to create bespoke divisions.

    Click the top blank line and select the required Product from the drop down list available.  Enter the sub-category name and using the drop down menu from the Parent column select the top level category.

    Note:  The values returned by the Parent column are the Top level categories entered in the previous step.

     

    Categores_2ndLevel_Category.png

     

    When accessing the Report Catalogue, the Categories appear as follows:

    Categores_2ndLevel_ReportCatalogue.png

     

    Click on the node to show the second level category:

    Categores_2ndLevel_ReportCatalogue_Node.png

     

    When running the Report Wizard, these are shown in Step 1.

    Categores_2ndLevel_ReportWizard.png

    Note:  Use of Second level categories is not mandatory.