Categories

Categories organize series on the dashboard. Uncategorized series remain available in a separate section.

Create or edit a category

1. Open the category list from the main navigation.
2. Select the add action, then enter a name and optional description.
3. Save the category.

To edit an existing category, open it and use its Edit action.

Add a series from a category

From a category detail screen, the add series action creates a series already associated with that category. You can use a template or your own settings.

A series can also be moved to another category from its settings.

Dashboard display

The dashboard groups series by category and sorts them by name. Uncategorized series appear in their own section.

Delete a category

Deleting a category does not delete its series or measures. The affected series become uncategorized and remain available on the dashboard.