Curate projects

Curation lets you limit the components (dimensions, metrics, segments, date ranges) before sharing a project. When a recipient opens the project, they will see a limited set of components that you have curated for them. Curation is an optional but recommended step before sharing a project.

NOTE

Product profiles are the primary mechanism governing which components a user can see. They are managed through the Adobe Experience Cloud Admin Console. Curation is a secondary filter.

Apply project curation

  1. Click Share > Curate Project Data.
    The components that are used in the project will automatically be added.
    Note: If a project has multiple report suites, you will see a curate field for each report suite in the project.
  2. (Optional) To add more components, drag components you want to share from the left rail to the Curate Components field.
  3. Click Done.

Curation can also be applied from the Share menu by clicking Curate and Share. This option automatically curates the project to the components in use in the project. You can add additional components following the steps above.

Curated project view

When a recipient opens a curated project, they will only see the curated set of components you have defined:

Remove project curation

To remove project curation and restore the full set of components in the left rail:

  1. Click Share > Curate Project Data.
  2. Click Remove Curation.
  3. Click Done.

Virtual Report Suite (VRS) curation

To apply curation at a report-suite level, so that it applies to many projects at once, you can curate components in a Virtual Report suite (VRS).

NOTE

VRS curation is always applied before project curation. This means that even if your curated project includes certain components, they will be filtered out if the curated VRS does not include them.

Show All components option

In a curated project or VRS, the recipient will be presented with the option to Show All components in the left rail. Show All reveals different sets of components, depending on:

  • The user’s permission level (admin or non-admin)
  • Project role (owner/editor or not)
  • Type of curation applied (VRS or project)
Curation Type Admins Non-Admin project owner or edit role Non-Admin duplicate or view role
Curated VRS All non-curated VRS components Non-curated VRS components that this role owns or that have been shared with them Non-curated VRS components that this role owns or that have been shared with them
Curated Project All non-curated project components All non-curated project components Non-curated project components that this role owns or that have been shared with them
Curated Project in a Curated VRS All non-curated components, shown under Non-Curated Project Components and Non-Curated VRS Components All non-curated project components AND non-curated VRS components that this role owns or that have been shared with them Non-curated VRS and project components that this role owns or that have been shared with them

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