Available on: All-in-One / Go Paperless and above
User role required: Sales director and Owner/Manager
Reporting categories let you organize opportunities under specific reporting lines, so you can see where your sales work is coming from. Once set up, you can apply a reporting category when you create an opportunity for a customer or work address.
Where to find reporting categories
âĄď¸ Click your Profile icon > Settings > Opportunities > Reporting categories > View
Your reporting categories are listed in a table. The first 50 are shown. If you have more than 50, click Load all reporting categories at the bottom of the table to see the rest.
How to add a reporting category
âĄď¸ Click Add new reporting category
The Add new reporting category panel opens on the right of the screen.
Enter a name in New reporting category.
Click Add new reporting category.
A confirmation message appears and the new category is added to the bottom of your list. It's now available to select on opportunities.
Note: Each reporting category needs a unique name. If the name already exists, you'll see an error message and the category won't be added.
How to manage reporting categories
Reorder your reporting categories
Drag and drop a row to move it up or down the list. To move a category straight to the top, hover over its row and click Move to top. This option doesn't appear on the category that's already at the top.
The order you set here is the order your reporting categories appear in when you select one on an opportunity.
Edit a reporting category
Click Edit on the row you want to change.
Update the name in Reporting category.
Click Save.
A confirmation message appears. The new name shows in your list and on opportunities straight away. Names must still be unique, so you can't rename a category to match an existing one.
Delete or archive a reporting category
A category that isn't used on any opportunity shows Delete. A category that's used on at least one opportunity shows Archive instead, because it can't be deleted.
Delete an unused category
Click Delete on the row you want to remove.
Click Delete in the confirmation window.
A confirmation message appears and the category is removed from your list.
Archive a category that's in use
Click Archive on the row you want to retire.
Click Archive in the confirmation window.
An archived category can't be selected on new opportunities. Opportunities that already use it keep it, and it still appears in your reports.
Common questions
Why does a reporting category show Archive instead of Delete?
Why does a reporting category show Archive instead of Delete?
A reporting category shows Archive instead of Delete when it's used on at least one opportunity. Hover over Archive to see the message "This is in use and cannot be deleted."
What happens to opportunities that use an archived reporting category?
What happens to opportunities that use an archived reporting category?
Opportunities that use an archived reporting category keep it, and it still appears in your reports. You just can't select it on new opportunities.
Why can't I add a reporting category?
Why can't I add a reporting category?
You can't add a reporting category if one with the same name already exists, because every name must be unique. The Add new reporting category button also stays disabled until you've entered a name.
Why can't I see all of my reporting categories?
Why can't I see all of my reporting categories?
You can't see all of your reporting categories at first because the table shows the first 50. Click Load all reporting categories at the bottom of the table to see the full list.
Do I still need to type "Delete" to remove a reporting category?
Do I still need to type "Delete" to remove a reporting category?
No, you no longer need to type "Delete" to remove a reporting category. Click Delete on the row, then click Delete in the confirmation window.