System Settings Dialog Box - Reporting Tab

If you need to back up your settings or export your settings for use in a different implementation of Microsoft Dynamics CRM, export your settings as part of exporting customizations of a solution. More information: Export a solution

Can I do this task?

1. Navigate to the report category settings.
   1. In the Navigation Pane, click Settings, click System, click Administration, and then click System Settings.
   2. Click the Reporting tab.
2. Add categories, edit category names, or adjust the order of categories as needed.
3. Click OK.

Note

If you add a new category or change existing categories, you should also change the default views available for the Report record type. Otherwise, users won't have a way to see all reports in the new categories. More information: Work with Views