Go to Analytics > Workbooks tab.
Click New Workbook.
Click New Dataset. If you already have a dataset, you can click the Dataset Name instead of creating a new dataset.
Select a record type to analyze. The search bar is helpful for locating a record type.
To search, enter any word or character from the record type name. No wild cards are needed. Eg- Commerce category, Site Category
Select the desired fields and criteria filters. The required fields from the list can be dragged and dropped
If you want to take a backup of existing data click on the export button and save the downloaded file (For site category import or commerce category import we can take data/ backup using this method because some fields may not be available during category presentation search or saved search of items)
