Items by Customer Workbook

This topic applies to

Applies to

Commerce Web Stores

 

 

The Items by Customer workbook enables you to select specific customers and see which items are visible to them. The workbook shows you which customer segments the selected customers are in, which item segments are visible to those customer segments, and which items are included in the item segments.

To view which items are visible to specific customers:

  1. Go to Setup > Marketing > Customer Segments Manager.

  2. Click Save & View Report and select the Items by Customer workbook.

    You can also access the workbook, by going to the Workbook Listing Page and clicking the Items by Customer link in the Standard Workbooks list. For more information, see the help topic Accessing and Sharing Workbooks.

    Note

    If you cannot see the Save & View Report button, you do not have the correct permissions to access workbooks. See Personalized Catalog Views Roles and Permissions for more information.


  3. In the Items by Customer pivot table, click on Entity ID in the Value Filter(s).

  4. In the left pane of the filter window, select the customers you are interested in and click > to move them to the right pane.

  5. Click OK.

  6. Click the Refresh icon above the Pivot Table Viewer.

    The Workbook refreshes to show you the items each selected customer can view.

Workbook Configuration

The source data used in the Items by Customer workbook combines fields from four record types. For more information, see the help topic Defining Workbook Source Data.

Root Record

Joined Record(s)

Data Grid

Pivot Table(s)

Customer

Customer Segment

Item Segment

Item

The following record fields are included in the workbook source data:

Customer record:

  • Entity ID

Customer Segment record:

  • Name

Item Segment record:

  • Name

Item record:

  • Item Name

Items by Customer