How to Enable Subcategories on the Bold Reports Server

Enabling subcategories in Bold Reports Server allows organizations with extensive report libraries to create hierarchical, nested folder structures for better management.

This guide explains how to configure subcategories by updating the server configuration file, helping you organize reports into parent and child categories. This feature is especially useful for administrators and report managers who want to maintain a structured and searchable report repository.

Step-by-Step Instructions

Step 1: Access the Manage Sites Page

1. Open your Bold Reports Server home page.
2. Click the profile icon in the top-right corner of the interface.
3. Select Manage Sites from the dropdown menu to open the administration area.

Step 2: Open Configuration Settings

1. In the Manage Sites side navigation panel, click the Settings icon.
2. Choose the Configuration tab from the settings options.
3. Locate the file selection dropdown and select the reporting/config.xml file.

Step 3: Modify the Configuration File

1. Locate the <SystemSettings> tag within the XML editor.
2. Insert the <EnableSubCategories>true</EnableSubCategories> tag inside the <SystemSettings> section.
3. Click Save to apply the changes to the configuration file.

Configuration Details

Step 4: Create a Subcategory

1. Go back to the Reports home page on your server.
2. Click the + (Create New) icon and select Create Category.
3. Choose New Sub Category in the dialog box.
4. Select an existing parent category from the Choose Category dropdown.
5. Enter the name for your new subcategory in the Category Name field.
6. Click ADD to create the nested structure.

Step 5: Verify the Hierarchy

1. Navigate to the category list on the Reports page.
2. Expand the parent category to confirm the subcategory appears correctly.

Code Samples

XML Configuration Example

The following snippet shows the correct placement of the subcategory tag within the config.xml file (tested on version 7.x).

<SystemSettings>
    <!-- Other existing settings -->
    <EnableSubCategories>true</EnableSubCategories>
</SystemSettings>

Related Articles

• Manage Categories in Bold Reports
• How to Create a New Category While Saving a Report in the Embedded Designer