Adding custom information to license metric reports

Available from 9.2.9. You can extend information that is related to software products by adding custom fields on the All Metrics report and its derivatives. You can then use the information to group products based on flexible criteria such as contract name, placement, allocation, date, or other.

Before you begin

User permissions You must have the Manage Contracts permission to add and edit custom fields, and the View License Metrics permission to view them.

Procedure

  1. To add a custom field that is displayed on the All Metrics report and its derivatives, perform the following steps.
    1. In the top navigation bar, click Management > Metric Custom Fields.
    2. To add a custom field, click New.
    3. Provide the name of the field.
      For example, Needs Renewal.
    4. Choose the type of data to be entered in the field.
      For example, Boolean.
      Creating a custom field
      Note: After you create a custom field, you can edit only its name. You cannot change the type of data that is required in that field.
    5. Click Create.
  2. To specify the value of a custom field, perform the following steps.
    1. In the top navigation bar, click Reports > All Metrics.
    2. Select the row for which you want to specify the value. The value applies only to the selected product with the particular license metric. It is also set only for the computer group to which you are assigned and is not inherited by its subgroups.
      Tip: If you want to set the value for a subgroup of your computer group, go to Reports > Computer Groups and open the subgroup. Then, set the value for a particular product within the selected subgroup.
    3. Hover over the Threshold and Custom Fields Threshold and Custom Fields icon, and click Set Value.
    4. Specify the value, and click OK.
      Custom field with a specified value
      Tip:
      • If the type of the custom field is Boolean, the check box that is displayed on the reports has three possible values.
        • Not set Unset check box
        • Yes Checked check box
        • No Clear check box
  3. To display the custom field on the All Metrics report, perform the following steps.
    1. Hover over the Manage Report View icon Manage Report View, and click Configure View.
    2. Select the custom field, and click Submit.

Results

You created a custom field that can be used to provide specific information about a product with a particular license metric.
Report with custom fields

If you want to remove a value in the custom field, select a specific row, and hover over the Threshold and Custom Fields Threshold and Custom Fields icon. Then, click Clear Value. If you want to remove a custom field, go to Management > Metric Custom Fields, select the field that you want to remove, and click Delete.

What to do next

You can use values in the custom fields to filter and sort the reports. You can also create saved report views that are filtered by the specified information, and enable notifications that are triggered when specific criteria are met.