Categories

Use the Categories / Sub Categories screens to configure different groupings of your Queries & Dashboards. This is optional, except for users that wish to publish directly to Aeros ERP.

Open

Creating a New Category

1. Access the Vision Main Menu.
    

2. Click the Tools / Settings  drop-down.
   
   
   

3. Select the Edit Categories / Sub Categories option.
   
   
   

4.  Click New Category.
   
   
   

5.  Specify a Name of the category. For example: Aeros ERP
   
   
   

6. Click Save & Close.

Creating a New Sub Category

1. Access the Vision Main Menu.
    

2. Click the Tools / Settings  drop-down.
   
   
   

3. Select the Edit Categories / Sub Categories option.
   
   
   

4. On one of the existing Category rows, click the Add New Sub Category button.
   
   
   

5.  Specify a Name of the sub category. For example: Receivables
   
   
   

6. Click Save & Close.