Reporting categories give services and products a shared internal label.
Use them when different items should roll up under one stable name in analytics, exports, or operational reporting.
Where to find them
There is no separate reporting-category settings page today. You set them from the Reporting section on:
- Settings -> Services -> [service]
- Settings -> Products -> [product]
The same category list is reused across both services and products.
What you can do
- choose an existing category
- create a new category while editing a service or product
- clear the category if the item should stop rolling up under that label
Good examples
Reporting categories work best for stable business groupings such as:
- lab diagnostics
- memberships
- supplements
- consultation packages
That keeps reporting cleaner than repeating slightly different free-text labels on every item.
Important details
- reporting categories are separate from the Include in reports toggle
- a category groups items together, but it does not force them into reports on its own
- categories are internal reporting labels, not patient-facing names
- they do not change pricing, checkout, or availability
- the same category can be reused on both services and products
Creating a new category
If the category does not exist yet:
- Open a product or service.
- Go to Reporting.
- Start typing in the reporting category field.
- Choose the create option.
circleOS trims and normalizes the title before saving it, so obvious near-duplicates are blocked instead of creating several versions of the same label.