You can use categories to organize your events, segments, properties, and reports, which makes it easier for your team to find what they need in Heap.
You can only create new categories while saving or editing a report, event, or segment. Check the steps below for complete steps on how to create a category while creating or updating a report, event, or segment.
Creating Report Categories
When creating a new report, on the Save as Report pop-up, simply type the name of the new Category into the ‘Select category’ box.
To learn more about creating and managing reports, see our article on Reports.
Creating Event Categories
From the Event Visualizer
When creating a new event in the Event Visualizer, you can add a new event category by simply typing the new category name in the categories field while creating the event.
From the Events tab
You can also create a new event category while creating an event on the events tab. Simply type the new category into the categories field while creating the event.
Once the event is saved, the new category will be available in your Heap dashboard.
For more information on and best practices for defining events, see Events.
Creating Segment Categories
To create a new segment category from the Segments page, simply type the new category into the categories field while creating the segment.
To learn more about managing segments, see Segments.
Updating Categories / Moving Things Between Categories
To change the category of an existing report, event, or segment, navigate to the page it’s listed on, click on it to open up the details, then click on it’s current category name as listed at the top of the page. A drop-down will appear where you can select a different category.
Move Multiple Things Between Categories At Once
You can also move multiple reports, events, or segments into a category at once. From the Reports page, the Define > Events page, or the Define > Segments page, open the category of the report, event, or segment, click the checkbox next to the item, then click the move category icon next to “x (reports / events / segments) selected”.
The only way to remove a category in Heap is to remove all of the reports, events, or segments within that category. Read the section below for steps to do this.
Removing Reports, Events, or Segments from a Category
To remove a report, event, or segment from a category, navigate to the page it’s listed on, click on it to open up the details, click on its current category name as listed at the top of the page, then update the category to ‘uncategorized’.
The report, event, or segment will return to being uncategorized, and will appear in the ‘Uncategorized’ category on that page.
You cannot batch categorize in Heap – please reach out via the Get support page if you have a large amount of definitions that you need migrated into categories and we’ll help you out!