How to Manage Category? RP-40521

System Admin  

The Manage Category feature enables administrators to create and organize chart categories based on application modules. This improves the organization and management of charts on the dashboard by grouping them into relevant sections.

Navigation Path: System Admin → Dashboard Settings → Manage Category

Steps to Manage Categories:

  1. Select Module- Choose the appropriate module from the dropdown list. The category you create will be associated with this module.
  2. Enter Category Name- Provide a descriptive and meaningful name for the category. This name will be used to group related charts on the dashboard.
  3. Click Save- Click the Save button to create and store the new category in the system.

Categories help in logically grouping charts, making the dashboard easier to navigate and manage.

 

 
 
 

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