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Organizing Your Saved Reports with Custom Categories
Organizing Your Saved Reports with Custom Categories

Easily manage and find your saved reports by creating custom categories with unique names and color labels.

Updated over 4 months ago

When you create a report in Productive, you can save it to avoid the hassle of recreating it each time. To better organize your saved reports, consider creating custom categories.

To add a custom category:

  1. Click on + Add category.

  2. Give your category a name.

  3. Assign it a color label for easy identification and click on Save to add it to your category list.

  4. And you are all set! You can now assign this category when saving a new report or apply it to an already saved report by selecting "Edit report" and adding the category from the dropdown.

This helps you quickly find and manage your reports in the future, keeping everything organized and accessible.

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