For the complete documentation index, see llms.txt. This page is also available as Markdown.

Categories

Categories allows you to categorise reports and keeps them organized.

Creating Categories

To create a category, follow the steps below:

1

Go to Site Settings > Categories

Under the Site Settings tab, select the Categories section.

2

Click 'Create Category' to create a category

Click the 'Create Category' button to create a category. Your newly-created category should appear at the bottom of the list.

Please note that a category is required for all reports. By default, Kitehouse gives you most of the categories that you may encounter.


Editing Categories

To edit a category, simply click the category you'd like to edit and a menu pops out.

In the menu, you are able to change the colour of the category and it's name. Be sure to hit Save to save your changes.


Deleting Categories

To delete a category, simply click the 3 circles on the category you would like to delete and click Delete Category.

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