How to edit the name of a report’s category in uKnowva HRMS?

Introduction

In uKnowva HRMS, report categories help you organize and manage various reports more efficiently.

Over time, your reporting needs may evolve, and you might find that certain category names no longer reflect the data they contain. Instead of creating a new category from scratch, uKnowva HRMS allows you to quickly rename existing report categories.

This saves time, avoids duplication, and maintains a clean reporting structure.

In this article, you'll learn how to edit the name of a report’s category using a simple and user-friendly process.

Step 1: Access the Reports Section

To begin, navigate to the Reports page. If you need a refresher on how to reach this section, refer to this detailed guide: Accessing, Searching, and Viewing Existing Reports in uKnowva HRMS.

Once inside the Reports module, scroll down to locate the All Reports section.

This section displays all existing reports along with their respective categories in a clear layout.

Step 2: Edit the Report Category Name

In the All Reports view, identify the category you wish to rename.

Next to the name of the category, you’ll find a small pen icon on the right-hand side.

Click on this icon to open a prompt where you can make changes to the category name. A pop-up will appear, allowing you to enter the new name.

Type the updated category name that better represents the contents of the report.

After entering the new name, click the Save button to confirm the changes.

An alert message will appear on the screen confirming that the category name has been successfully updated.

This helps ensure that your changes are acknowledged and reflected immediately in the Reports section.

Conclusion

That’s it!

You’ve now successfully edited the name of a report’s category in uKnowva HRMS.

By following this process, you ensure that your reports remain organized, up to date, and easy to locate based on their category labels.

This small change can significantly improve clarity when multiple users rely on the same reporting dashboard.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

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