Category groups allow you to group similar categories together. This streamlines the report building process by enabling users to select all the categories in a group with one click, and simplifies report visualizations by providing the option to display categories as groups or individual categories.
In this article:
Create a category group
- Navigate to the category groups page from the account menu
- Add a new category group
- Add a description
This description will populate in the category guide and help users understand what this category group contains.
- Add categories from the list
Tip: If the categories are listed consecutively in the selection box, use Shift-Click to quickly select an entire section of categories. Select the first category in the section you want to add to the group. Then, scroll to the last category you'd like to include, hold down the Shift key, and select the category. Shift-Click selects the first item, last item and all items in between.
- Save changes
This category group is now ready to be used in reports.
Manage categories in a group:
Remove categories from a category group by clicking the x next to the category name
Category groups as a filter
Using category groups as a filter narrows down the results to interactions that had a category hit for one or more of the categories in the group.
Filter using a category group by searching the name of the group in the categories selection box or toggling to the Groups tab.
Category groups in reports:
When reports are filtered using category groups, you can choose to display the categories on your graph as a group or as individual categories.
By default, the graph will display categories as groups. To display the individual categories within the groups, navigate to the Graphing tab and Customize the part of the graph that's displaying categories. In Customize, select which category groups you'd like to disaggregate, or separate into individual categories.