Classification template

Last update: 2022-02-17
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  • User
    Admin

(Optional) Before importing classifications into reports and projects, you can download a template that helps you create a classifications data file. The data file uses your desired classifications as column headings, then organizes the reporting data set under the appropriate classification headings.

Classification template

(Optional) Before importing classifications into marketing reports, you can download a template that helps you create a classifications data file. The data file uses your desired classifications as column headings, then organizes the reporting data set under the appropriate classification headings.

Admin > Classification Importer.

Element Description
Select Report Suite Select the report suite to use in the template. The report suite and data set must match.
Data Set to be Classified Select the type of data for the data file. The menu includes all reports in your report suites that are configured for classifications.
Export Numeric 2 Important: This option is not available for report suites enabled for the New Classification Architecture.
Encoding Select the character encoding for the data file. The default encoding format is UTF-8.
Important: This option is not available for report suites enabled for the New Classification Architecture.
Download Downloads the template file.

The template includes the currently defined classifications (column headings) of a specific data set without including the data associated with each classification.

NOTE

The Template method limits your classification data download to a single report suite.

For more information about the data file structure, see About Classification Data Files.

Download a classifications data template (optional)

The template provides the file format you must follow for classifications.

NOTE

The Template method limits your data download to a single report suite.

  1. Click Admin > Classification Importer.

  2. On the Download Template tab, specify the data template configuration.

  3. Click Download.

  4. Save the template file to your local system.

    The template file is a tab-delimited data file ( .tab filename extension) that most spreadsheet applications support.

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