Sometimes, it's helpful to rename a category to better reflect its contents or purpose. This feature allows you to easily modify the name of a selected line item for clarity and better organization. Here’s how to do it:
Steps to Rename a Category:
Locate the Category:
Find the category you want to rename in the navigation panel.
Open the Menu:
Click the three-dot menu (Ellipses) next to the category name.
Select “Edit Category Name”:
In the dropdown menu, choose the “Edit category name” option.
Enter the New Name:
A text field will appear where you can type the new name for the category.
Save Your Changes:
Press Enter or click the Save button to confirm the new category name.
Tip:
To make reports more intuitive and easier to navigate, use descriptive names that clearly indicate the purpose of each category.
This simple change helps improve the clarity of your reports, ensuring that all users can quickly identify and understand the information.
If you have any doubts or questions about this process please let us know!
You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.