What are Categories?

Categories allow you to group objects together for an aggregate view within reporting. Vrio allows for Categories to be configured on the following objects:

What are the steps to use Categories?

Create the Category within Settings
Go to your section you want to categorize and apply the category from the given dropdown

Adding a Category

Navigate to Settings
Sroll down to Reporting Labels
Select the category you would like to create

Click Add {object} Category
Name the Category what you wish
Hit Submit
Repeat, adding as many categories as needed per object

Applying a Category

Item Categories

When creating a new Item, or editing an existing Item, you can set the Item Category on the Category and Tags tab

Offer Categories

When creating a new Offer, or editing an existing Offer, you can set the Offer Category on the Reporting Labels tab.

Offers can have 2 categories to allow for layered reporting - Primary and Secondary Categories.

Discount Category

When creating a new Discount Code, or editing an existing Discount Code, you can set the Discount Category on the Discount Details tab

Report Categories

When saving a custom report, you can add it to a Report Category to make your saved report section organized. As you begin to save custom reports, you may assign those to custom Report Categories.

Note - Stock Report Categories cannot be changed.

When saving a report, set the Category or create a new category at that time:

Campaign Categories

Campaigns can be categorized and grouped together for ease of reporting and ruleset building. Campaigns can have two categories to allow for layered reporting.

To add a Campaign Category to the Campaign, select the Campaign. On the General Tab you can add the categories. Hit save and these will be applied within the reports retroactively.

Merchant Categories

Merchant Accounts can also be categorized. This is used for Analytics, to group merchants into a single filter. It can also be used for Reattempt Restrictions on the Payment Router for initial decline reattempts.

Learn more about Initial Decline Reattempt Restrictions here.

To add a Merchant Category to the Merchant Account, go to the Reporting - Labels tab

Merchant Accounts allow for 2 categorizations - Primary and Secondary. This will be utilized on a case by case basis, depending on how you have your processing setup.