How to associate a report to category?

In order to create a new category, click on the pencil icon on any report. It will take you to the report designer where you can either associate the report to a new category or to an already existing category.

Once you are in the Report Designer, click on “Save As”. A pop up is displayed. Here, you can select a category to associate your report to. Or you can use the ‘Create New’ option to create a new category.