How to Publish a Report to a Subcategory in Bold Reports Server

Publishing a report to a subcategory in Bold Reports Server helps organize reports efficiently, making it easier for users to locate and manage them. This guide explains how to publish a report to an existing subcategory or create a new one within a category and publish a report to it.

Steps to Publish a Report to a Subcategory

1. Select the Report to Publish

1. Open the report that you want to publish.

2. Click the dropdown menu and select Publish As.
   

   

3. Click File Location to confirm or select the location where the report will be published.
   

   

2. Create or Select a Subcategory

1. Double-click the parent category to expand it and view its existing sub-categories.
2. If the required subcategory does not exist, click the + New Category button, enter a name and description for your new sub-category, then click OK to save.
   
   

3. Publish the Report

1. Select the target subcategory.

2. Click Publish to publish the report to the selected subcategory.
   

   

4. Verify the Published Report

1. Navigate to the Reports home page.

2. Verify that the subcategory has been created and that the report has been published successfully.
   

   

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