Customers by Item Workbook

This topic applies to

Applies to

Commerce Web Stores

 

 

The Customers by Item workbook enables you to select specific items and see which customers can see them. The workbook shows you which item segments the selected items are in, which customer segments can view those item segments, and which customers are included in the customer segments.

To view which customers can see specific items:

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

  2. Click Save & View Report and select the Customers by Item workbook.

    You can also access the workbook directly, by going to the Workbook Listing Page and clicking the Customers by Item 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. On the DataSet tab of the Customers by Item SuiteAnalytics Workbook, click on Item Name/Number in the Criteria Summary.

  4. In the left pane of the filter window, select the items 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 Customers by Item 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)

Item

Item Segment

Customer 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

Customers by Item