---
title: "How do I create report categories?"
slug: "how-do-i-create-report-categories"
updated: 2026-06-10T11:26:21Z
published: 2026-06-10T11:26:21Z
canonical: "help.cintra.co.uk/how-do-i-create-report-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create report categories?

## What are report categories?

Before you create a report, you can create a **Report** **Category** to suit your needs if one does not already exist. A category is a folder that contains the reports that you create in either the **Listing or Payroll Reports** window.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064329.png)

> [!NOTE]
> **Note:** The category remains hidden until you attach a report to it. If you do not save your new report definition to a specific category, it is automatically saved to the Uncategorised category. Go to iQ: Reports Reports window Category Maint.. button Record Filter Categories window

## To create a report category

1. Navigate to the **Report Categories** window.
2. Click the **Insert** button. The **Insert Category** dialog appears.
3. Enter the category's name.
4. Click the **OK** button. The category is displayed in the **Reports Categories** window.
5. Continue to create a report.

> [!WARNING]
> **Important:** Once you have created a category, you can attach the report to it by reopening the report and selecting from the Category drop down list.

## To rename a category

1. Navigate to the **Report Categories** window.
2. ​Click the **Edit** button.
3. The **Edit Category** dialog appears.
4. Re enter the **Category's** name.
5. Click the **OK** button. The name is changed in the **Report Categories** window.
6. Click the **Close** button to save.