The Categories tab, under the Reports Organizer, allows you to quickly sort all reports by a specific category: Authority, People, Properties, Accounting, System, or Health. Note: A report's category can be changed
on the report's configuration tab.
Categories Tab - Legend
A. Search Bar - Filter through all reports in the selected category by name.
B. Sorting - Sort all reports by name of report.
C. New Report - Clicking this button will allow you to create a new report. Note: Creating a new report from a category screen will not automatically set that report's category.
D. Report Category - The category the report belongs to.
E. Report Name - The name of the report.
F. Info Icon - When your cursor is hovered over this icon, it will display the description of the report.
G. Favorite Icon - This heart icon has two states, red and transparent. If the heart is red, then that report is favorited. If the heart is transparent, then the report is not favorited. Note: Favorited reports are user enabled, other users will not see which reports you have favorited.
H. Reports Organizer - This column allows you to view all reports, favorited reports, reports by category, or bundled reports.
I. Categories Tab - This portion of the Reports Organizer displays all of the currently available report categories. Note: The highlighted category is the current category you are viewing.only by saving it as a new category from the edit screen.
Categories - About
Accounting - This category entails all accounting reports you can query on, such as All Transactions, Deposits, Payments, etc.
Authority - Is made up of all reports pertaining to the Housing Authority, such as Programs, Projects, Departments, etc.
Community - Entails reports pertaining to Households, such as Member reports, All Households, Activity report, etc.
Health - These reports are made up of other report categories. Think of them as Health CHECKS. For instance, you may run a report on all Households without a birth date each month, that way you can go in and make sure to change those.
Month End - Made up of Accounting reports, these have been specialized to help you do your month end reconciliations better.
Properties - All information pertaining to your units, including Work Order reports and Landlord reports.
System - Consists of Users, Roles, different Report Categories - all things Doorways related specifically.