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Setting up a report for multiple products or categories
Answer ID 1883   |   Last Review Date 09/26/2018

How can I set up a report for multiple products or categories?

Environment:

Analytics, All versions
Oracle B2C Service

Resolution:

When configuring filters for a report, you can enable multiple menu values to be selected by default.  This allows you to configure a report that has multiple products or categories pre-selected when the report is run.

To configure a report that has multiple products or categories enabled by default, use the steps below:

  1. Select New Report and select the report type or open an existing report for editing.
     
  2. From the Home tab, click Add Filter from the Data Set section. 
     
  3. By default, the filter is a run-time filter. To make it a fixed filter, uncheck the box next to Make this filter selectable at run time.
     
  4. Right click in the Expression field and select Incidents > Product Hierarchy or Category Hierarchy. For an answer report, select Answers and then either Product Hierarchy or Category Hierarchy.
     
  5. Set the operator field to in list.
     
  6. From the Value field, enable and disable the check boxes so that only the products or categories of interest are selected.
     
  7. Click OK.
     
  8. Configure the rest of the report as you wish and save the report.