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Set up Report Catalog


The Report Catalog allows you to organize reports into folders, control the display order of those folders, and restrict access to specific user groups.


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Report Catalog setup screen
Add Catalog

Use the Add Catalog option to create a new folder. Folders are used to organize reports into logical groupings for your users.

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Add Catalog example — Test folder

Use the arrows to rearrange folders into the order you would like them to appear in the reporting sections.


Add Reports

Use the Add Reports option to search for and add reports to a selected folder.

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Add Reports lookup screen


Security groups

Use the Security Groups section to restrict access to any folder so that only specific user groups can view the reports within it.

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Security groups configuration

Tip: You can set all system folders to be visible only to TMS Admins, then create additional folders with access granted only to specific user groups. This allows you to tailor the reporting experience for different roles within your organization.


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