BladeFX Documentation

This document provides a comprehensive, step-by-step explanation of how to manage Report Categories in the Blade-FX application. Organized to help both new and experienced users, it describes where to find the Categories interface and how to create, edit, structure, remove, and use categories effectively to organize reports and streamline access.

Adding a new top-level category allows you to group related reports under a common heading, which enhances organization and makes finding reports more intuitive for users.

1. In the left-hand sidebar, locate the All Categories section or select an area just below the last existing category heading.

2. Hover your mouse over that area — or right-click it — to bring up a context menu.

3. From the available options in the context menu, choose ➕ Add new category.

4. Blade-FX will then insert a placeholder for the new category with a default name.

5. Rename the category immediately (see the next section) to something descriptive that reflects the type of reports it will hold.

Once a category has been added, you may want to revise its name to better reflect its purpose or updated reporting needs.

1. In the Categories list on the sidebar, right-click on the category name you wish to rename.

2. A tooltip with options will appear — select the ✏️ Rename option.

3. The category name field will shift into edit mode, allowing text entry.

4. Type the new name (e.g., Sales Insights, Logistics Performance, Inventory Metrics) and then press Enter to confirm.

5. The updated name will then be used throughout Blade-FX when referencing this category for filtering or organization

Nested categories allow you to organize reports hierarchically — for example, grouping reports under functional divisions like Operational Reports → Warehouse Fulfillment → Daily Performance.

1. Identify the existing category under which you want to create a subcategory.

2. Right-click on that parent category name.

3. From the context menu, select ➕ Add new SubCategory.

4. Blade-FX will create a subcategory directly beneath the parent.

5. Rename this subcategory using the same rename steps outlined earlier to give it a meaningful title.

6. You can continue to create multiple nested levels, enabling complex category trees tailored to organizational needs.

Deleting a category or subcategory should be done with care, as removing a category may also affect the organization of reports associated with it.

1. To delete either a top-level category or a nested subcategory, find the category you wish to remove in the left-hand navigation.

2. Right-click the category or subcategory name to open the action menu.

3. Select the Remove option from the context menu.

4. A confirmation prompt will appear — confirm that you want to proceed with deletion.

5. Blade-FX will then remove the category from the list. Be cautious: depending on system settings, this may also remove all underlying subcategories and could impact visibility of reports linked to those categories.

Once categories have been established, users can leverage them to focus on specific sets of reports.

• Navigate to the Categories panel on the left-hand sidebar.

• Click on any category name to filter the reports list.

• The main application workspace on the right will update to display only the reports that belong to the selected category.

• This helps operational teams quickly locate relevant insights, especially when there are many available reports.