Collections

1. Create a Collection

To navigate to the Collections listing, click on Telligence from the Ultra Commerce toolbar and select Collections from the drop-down.

The collections listing screen will appear with a listing of the existing collections.

• Click on the +Add Collection button to open up the create Collection screen:

• Collection Name: Fill this field with the name of the collection. This field is required.
• Collection Type: Select the collection type from the drop-down. This is the type of object the collection will be based on. Example: A Collection Type of Product will create a full collection of products in the database.
• Description: Fill in this field with a description of the collection. This field is not required.
• Collection Code: Fill in this field with a collection code. This field is not required.
• Base Collection: This drop-down will include collections based on the Collection Type that was selected above. This field is not required. Use of this field allows for creating a collection based on another one. For example, if the new collection includes all orders shipping to NY within a specific time-frame, the base collection could be all orders shipping to New York.

The collection detail screen will display with a configuration tab with the ability to add filters.

2. Edit a Collection

Add a Filter to a Collection

In order to apply a filter to a collection:

• Click the Edit pencil icon in the upper right-hand corner of the detail screen to open in edit mode.

• Click on the Filter icon next to the search bar in the Configuration tab. (Looks like a funnel)

• + Filter (single filter) and + Filter Group (adding multiple filters to 1 group) buttons will appear.

• Click on the + Filter button.

The Define Filter popup will appear.

• Click the Select From order drop-down menu and make a selection on the parameter you would like to filter on.
• Select a Criteria from the center panel. These options will be variable based on the initial parameter selected.
• Save the filter, and save the collection.

Add to or Remove Display Fields from a Collection

To add to or remove display fields from a collection:

• Click the Edit pencil icon in the upper right-hand corner of the detail screen to open in edit mode.

• Click the Display options icon on the Configuration tab (looks like a grid)

This opens up the Display Options menu area. The default columns in the collection will be listed here.

• Hovering over a line item will make a compass icon appear that allows the user to left click and drag display options to reorder them.
• Click the Edit link next to the display option title to edit the display option title (column header).
• Click the Eyeball icon to make the display option visible (dark) or not visible (light grey) in the table.
• Click the Search icon to make the display option searchable (black) or not searchable (light grey) within the table.
• Click the Export icon to make the display option available for export (black) or not available for export (grey).
• Click the X to remove the display option from the list of display options for the collection.

To add a display option:

• click the Add Display Field button located at the bottom of the existing display options list.

The Define Display Option popup will appear.

• Select an option from the drop-down and then click Save & Finish or Save & Add Another.
• Save the collection.

3. Create a Report

In order to create a report from a collection:

• First have the collection detail page in edit mode by clicking the pencil icon in the upper right hand of the collection detail page.
• Click the Reporting icon (looks like a chart or graph) and a drop-down will appear with different reports available and with the ability to add a new report.

If you would like to add a new report:

• click New Report at the top of the Reporting drop-down.

The new Report screen will display.

• Select the Report Dimensions from the drop-down.
• Use the Display Options to customize the data in the report and graph.
• Click on a selection for View By by selecting on of the following: Hour, Day, Week, Month or Year.  This can be changed to view the graph by hour, day, week, month or year.
• Click Save to save the report and have it saved to the Reporting drop-down for future use.