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Classification template

Last update: Thu Feb 17 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • 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 concept_0F06847AD8D042F5BA818AE3C37E2417

(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) task_8DFCF309B6FD43ABB1D6FEE9AFAEC596

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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