Changing report category
Arrange reports into purpose-based categories to help users find relevant reports more quickly.
You can set a report category to public or private. Private reports are in theMy Reports folder and visible only to you,
while everyone in your organization can view public reports. To simplify locating the report
of interest, you can arrange public reports into categories, such as:- Quality analysis
- Open cases
- Service-level performance
Copying a report to another category
Create a copy of a report and save it in another category. For example, create a private instance of a public report.
Perform this task to achieve the following goals:
- Change the report category from private to public or from public to private.
- Copy a public or private report and keep the original. For example, you can copy a public report to create a private version of that report.
- In the navigation pane of Pega Robot Manager, click .
- Click the report that you want to edit.
For example: To enable everyone in your organization to view a private report, select a report that is in the My Reportsfolder, as shown in the following figure:Selecting a private report for editing 
- In the top-right corner, select .
- In the Save report as modal dialog box, enter the new report title and description.
- In the Category field, select the new report
category.
For example: You can save a private report to a public category, as shown in the following figure: Saving a private report to a public category 
- Confirm your settings by clicking Submit.
Moving public reports to a different category
Move a custom or default public report to stay current with your business scenarios and facilitate relaying information in your organization.
- In the navigation pane of Pega Robot Manager, click .
- Browse to a public report that you want to edit.
- Hover the mouse pointer over the report tile, then click the Gear icon, and then select Move.
- In the Move modal dialog box, select the new report category.
- Confirm your settings by clicking Submit.The following animation illustrates the steps:
Moving a public report to a different category 
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