Purpose: Reporting categories are used to classify and organize data in a systematic manner within a reporting system. This will be used to group the opportunities under a reporting line.
Please note:
- You can apply these reporting categories when creating opportunities for a customer or work address.
Add new reporting category
Profile Icon > Settings > Opportunities > Reporting categories > View > Add new reporting category > Enter the Category name > Save
Edit reporting category
- Profile Icon > Settings > Opportunities > Reporting categories > View > Edit > Edit the reporting category > Save.
Delete reporting category
- Profile Icon > Settings > Opportunities > Reporting categories > View > Delete > Type 'Delete' > Delete.