Working with reporting categories

To add a reporting category

1. On the filter bar in a workflow, click Add.
   The Add Category pane is displayed. 

   
   
   The Add Category pane includes the Category Viewer and My Favorites tabs.

2. In the Add Category pane, expand the folders in the topology tree on the Category Viewer tab.

   

   In the Category Viewer tab, you can perform the following actions:

   Purpose	Action
   View a description of a reporting category	Click a reporting category or a Category Group. Its description is displayed on the right. Warning Important If you are using a workflow created by using z/VM data, the available categories and metrics may not be the same as workflows created with z/OS data.
   View the metrics associated with a reporting category	Select a reporting category from the tree. The metrics are displayed in the right pane. To see the description of a category click . To return to the metric list, click .
   View information about a metric	A partial description of each metric is displayed in the metric list. For more information about that metric, click See more.
   View the calculation or formula display for the metrics that have one	In the metrics field, click Show Formula.
   Hide the calculation or formula display for a metric	Click Hide Formula.
   Select a metric as a favorite	In the metric display in the right pane, click Favorite.  Your favorite metrics are marked as.
   Download the full list of available metrics as a CSV file	Click Download .
   View the advanced metrics	Click Show Advanced Metrics. When adding a category, if you enable Show Advanced Metrics and add advanced metrics to the category, the advanced metrics appear at the following locations with Advanced icon next to it: Metrics list Chart legend Data table Metric list Chart legend The chart legend also displays the advanced metrics if you have selected an advanced metric for a category. For more information, see Working-with-chart-options.
   Hide the advanced metrics	Click Hide Advanced Metrics.
   To search for a metric	Enter a search term in the search field and click. To sort the list of metrics, click Sort By next to the search field and select one of the following options: Metric Name: Searches metrics by name. The list is populated in ascending alphabetical order. Selection: Searches for all selected metrics. When you use this option, the selected metrics are the first in the list followed by selected advanced metrics, unselected basic metrics, and unselected advanced metrics in alphabetical order. For more information, see To search for a specific metric.

3. To select a category from the topology tree, click Add Category.

To add a metric to a category

1. From the Category Viewer, in the Add Category pane, select a category. 
   The right side of the pane is populated with all the category metrics. 
   
   
   
2. Click the metrics that you want to include in your report view. To unselect a metric, click it. 
   
   
   
   
3. To mark a metric as your favorite, click
   This adds the metric to My Favorites list. You can remove the metric from the favorites list by clicking
   
   
   
   

4. Click Add Category to add the category and associated metrics to your report view.

   Warning

   Important

   When you add a category from the Category Viewer, only the current category and the selected metrics are added.

   After you add a category to your workflow, you are redirected to the Workflow Builder window. The Workflow Builder window includes a filter selection bar that displays the categories and metrics that you selected.
   

   Warning

   Important

   The filter selections work from left to right. If you change an object in a filter, it invalidates all filter selections that are on the right.

To add or remove a metric from the filter bar

1. On the filter bar, in the Categories field, click the down arrow and select a category.
2. In the Metrics field, click the down arrow and select or remove metrics as needed.
   
   
   A  next to a metric indicates that it has an attached alert rule.  
   

To add multiple instances of the same category in a single view

You can add multiple instances of the same category in a single view. The user can edit the name of a category in a View without affecting this category name in other Views. If you have added multiple instances of a category, the Categories list displays the instances as categoryName1, categoryName2, categoryName3, and so on. 

To add multiple instances of the same category, follow these steps:

1. Click a category in the Add Category pane. Select the metrics to be included in that category.
2. Click Add Category.
   The Categories field on the Filter bar displays the added category as follows:
   
3. To modify the display name of a category, click edit. Change the name and click.
   To cancel the change, click. 
   A next to a category indicates that at least one metric from that category has an attached alert rule.
   Below the edited category names, the original category name is displayed. The custom legend in the chart also displays the multiple instances of the same category. For more information, see Working-with-chart-options.
   

To search for a specific metric

Instead of browsing the complete list of metrics in the topology tree, you can search for metrics that meet specific criteria.

1. In the Search field on the Category Viewer tab, enter a search term and click .

2. To use search filters for better search results, click Search Options and select one or more of the options:
   

   Search option	Description
   Whole word only	Match against the whole word. The default is a partial word match.
   From current Folder	Search from the currently selected and subsequent folders in the topology tree.
   Include Folder Names	Match search terms with the topology tree folder names and category names.
   Include Category Description	Match search terms within the category description text (It does not search the folder description text.)
   Include Metric name	(Default) Match search terms with metric names.
   Include Metric description	Match search terms with metric descriptions.
   Recent Searches	Displays the last five searches by the user.

To select a metric from the favorites list

1. Click My Favorites to display the list of your favorite metrics.
   The metrics that you have marked as favorite are displayed.

   

2. Click the metrics that you want to select. You can remove a metric from the favorites list by clicking .

3. Click Add Category.

   Warning

   Important

   For more information on Filter selections, see Working-with-filters.

To edit a category name

1. On the filter bar in the Workflow Builder, click the down arrow to display a list of categories.
2. Select a category from the list and click next to the category name, rename it and then click to save the new name.
   

To remove a category

1. On the filter bar in the Workflow Builder, click the down arrow to display a list of categories.
2. Select a category from the list and click next to the category name.
3. Give confirmation to remove the category.