Software Inventory - Custom Category Summary Report

This Software Inventory - Custom Category Summary report provides a comprehensive summary of software usage across various custom categories defined by the organization. It presents the total number of usage instances for each category, offering valuable insights into how different types or groups of software are being utilized. By aggregating usage data in this manner, the report supports informed decision-making regarding software allocation, license management, and optimization of software assets within the organization.

Report Usage

This delivers valuable insights into software consumption across organizationally defined custom categories. By analyzing usage patterns within each category, the report enables organizations to better understand how software is being utilized, identify trends or areas of high demand, and optimize overall software asset management. This targeted analysis supports strategic decision-making, helps maximize the value of software investments, and ensures that resources are allocated efficiently to meet the specific needs of the organization.

Example

During quarterly license optimization, the Software Asset Manager reviews the Custom Category Summary report to understand how much each software category is being used—such as Engineering Tools, Productivity, Security, or Graphics Applications.

The report reveals that certain categories show significantly lower usage than expected. By identifying low‑usage categories, the team is able to reduce upcoming renewals, retire unused software, and better allocate budgets to categories with high demand.

This enables data‑driven software lifecycle planning and cost optimization.

Steps:

To view the Software Inventory - Custom Category Summary report, perform the following steps:

1. Navigate to Reports > Asset Management to open the dashboards page. Search or select Software Inventory - Custom Category Summary report from the dashboard list.

   
   

   Figure: Dashboards

2. Select Software Inventory - Custom Category Summary Report. The report displays a structured, tabular view of all relevant subscription and user attributes.
   

   

   Figure: Software Inventory - Custom Category Summary Report

Filters

The left panel provides filters to refine the dataset.

Figure: Filters Panel

Table View

The following table outlines key fields in the report along with concise descriptions of their purpose and usage.