About tracking categories

Tracking categories create flexible reporting and review options in BraveGen CSR. They allow you to group locations, assets and inventory items to align with your reporting conventions.

Tracking categories are added to individual locations and assets in the Organisation Manager and to individual inventory items in the Inventory Manager. There are 3 user-defined category options in both the Organisation and Inventory Manager plus an additional 2 system-defined categories in the Inventory Manager. For further refinement and flexibility location and inventory "tags" are available.

Before adding tracking categories to locations, assets or inventory items you will need to firstly setup:

  • Tracking category names - these appear as the column headings for each tracking option on the Organisation and Inventory Manager grids and in the Snapshot Manager as a table heading
  • Tracking descriptions - these provide the opportunity to name your PIE charts the same as or different to the tracking name
  • Tracking values - these are the preset choices available when adding tracking categories to individual locations, assets and inventory items.