Managing CA Executive Insight › Create a Category

Create a Category

You can create categories to organize business indicators into groups that have meaning to your business. After you create a category, you can assign business indicators to the category based on the needs of the business and your users. You can assign a business indicator to multiple categories.

Follow these steps:

1. Log in to the Admin UI.
2. Click Categories under the Admin tab.

   The Business Indicator Categories page lists the defined categories.

3. Click Add New and complete the following fields:

   Name

   Specifies the category name.

   Description

   (Optional) Specifies the category description.

   Title Image

   (Optional) Specify a Title Image to assign graphics to the categories. A default logo library is available or you can specify your own meaningful graphics. The graphics must be PNG, JPG, or GIF file types. The minimum size is 50 pixels by 30 pixels. The maximum size is 800 pixels by 500 pixels.

   Note: A PNG-24 with transparent background is highly recommended.

   Click the 'Add Image' button to select a custom image for the category.

4. Click Save.

   The category is created. You can now assign business indicators to the category by updating the business indicators. For more information, see Customize the Basic Business Indicators.