How to modify report categories in CRM 2011
When you are creating a new report you have the possibility to categorize your report in report categories. By default you have
- Sales Reports
- Service Reports
- Marketing Reports
- Administrative Reports
Now I wanted to store a report under a custom report category. I hadn’t done this before so I started looking around in CRM 2011. Eventually I found the location where you could add/edit or change the order of report categories. To do this you need to go to “Settings –> Administration –> System Settings –> Reporting tab”