Adding Categories to a Report

Display categories act as containers for all reports uploaded to Content Catalyst. They are used for organising, searching and licensing your subscribers' content.

Display categories the report is currently assigned to will be shown on report landing pages, as shown below.

 

Adding a Category to a single report

To add a category to a single report, head to Admin > Contents > Reports.

Select an existing report. 

Under the 'Display Categories' area,  select the pencil icon to 'edit categories' the report is assigned to. 

Select the chosen category or categories and 'Apply changes' to save.

Once the category has been added, it will appear as shown below. 

PCN Category Topics

Any categories added to a report that match PCN topic groupings will be visible under the Display categories area. 

See below

If no categories match topic groupings, the message  'This categorisation does not match any topics' will be displayed.

Removing a Category from a Single Report

To remove the category from the report, simply select the delete icon.

Adding Categories to Multiple Reports

Categories can be added to multiple reports via the bulk import tool. 

When using the export template, your site's current top-level display categories will appear as column headers.

For example: 

To assign the report to a category,  simply add the subcategory name to the top-level category row for the corresponding report.

The example shown below a report has been added to each of the 'Featured' subcategories.

 

If a report needs to assigned to multiple sub-categories simply include these under there corrosponding columns comma seperated.  

Example below: 

 

Category-Wide Licensing

If a report is added to a category included in an existing 'Category Wide License', users under license will be able to access this content as soon as it has been added and published.