Table of contents

1. Benefits and use cases

Figure 1. Display categories writing formulas

Figure 1. Display categories writing formulas

Figure 2. Display categories when adding metrics into a visual panel

Figure 2. Display categories when adding metrics into a visual panel

Figure 3. Filter by category under the Metrics tab.

Figure 3. Filter by category under the Metrics tab.


2. Create a category

Although Koidra’s predefined categories are set as defaults, you have the flexibility to tailor them to better meet your organization’s needs.

  1. Click the Settings button at the bottom of the side bar.
  2. The Settings dialog will appear on screen. Select Categories under Organization settings. As they are part of your organisation settings, the same categories can be used across different sites and zones.


Figure 4. Settings > Categories

Figure 4. Settings > Categories

  1. Click the + button on the top right corner of the page.
  2. A dialog will pop up on the screen. Fill in the category name and description if needed.