> For the complete documentation index, see [llms.txt](https://documentation.connexica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.connexica.com/system-administration/targeting.md).

# 12. Targeting

## Targeting

The Targeting functionality provides the ability to create Targets based on key data items to help monitor, maintain and measure key performance indicators.

Combined with the standard \[Crosstab]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2c. Crosstabs.WebHome) functionality, users are able to create KPI reports which highlight whether business performance meets or breaches customisable thresholds.

To access the Targeting functionality, click **Setup**, **Extensions** then **Targets**.

## Creating Targets

There are four sections that must be individually created: **Scenarios**, **Fields & Values**, **Targets** and **Levels**. Click the relevant tab and click the **New** button to begin the process.

{% stepper %}
{% step %}

### Scenarios

Scenarios are used to group Targets into easily identifiable groups.

Specify a **Name** and **Description** in the relevant textboxes and click **Create Scenario** to complete the process.
{% endstep %}

{% step %}

### Fields & Values

In this step, the values that the Targets will applied to can be specified.

Specify a name in the **Name** textbox. Values can either be entered manually into the **Values** textbox, or the **Index** and **Display Field** drop-down lists can be used to populate the **Values** drop-down list to quickly add multiple values. Click **All** to add all fields from the specified **Display Field**, or click **None** to remove all selections. Click the **X** icon next to the relevant field to remove individual entries. Added values are not Index specific, with the **Index** and **Display Field** drop-down lists only used to add values without manual entry.

Click **Create Field** to complete the process.
{% endstep %}

{% step %}

### Targets

This step allows users to enter the high-level Target values for each specified scenario.

Specify a **Name** and **Description** in the relevant textboxes and select a field created in the previous step from the **Field** drop-down list. Specify the Target value and click **Add**.
{% endstep %}

{% step %}

### Levels

Use the Levels step to establish a hierarchy of the field and Target values.

Specify a **Name** and **Description** in the relevant textboxes select a parent Target from the **Parent** drop-down list. Then, specify the **Field** and **Values** options with those created in the **Fields & Values** tab to reveal the **Test Targets** options at the bottom of the screen.

For each value, use the **Value** slider to split the parent value by the next level’s values. Click **Balance** to automatically balance any splits to 100% if any of the values have been manually changed.

Once the values have been created for the level, click **Create Level**.
{% endstep %}
{% endstepper %}

### Creating a Target Index

Now the Targets have been specified, a Target Index must be created.

Navigate to the Data Sources screen by clicking **Search Engine**, then **Data Sources**. Click **New**, enter a name in the **Name** textbox and select **Target** from the **Type** drop-down list. Specify the created **Targets** that will be used from the Targets drop-down list and enable the **Create Index** option to create a separate Index containing all the Target data.

Specify the Search Engine that the Index will be added to using the **Add to Search Engine** drop-down list, and specify, if required, the collected that the Index will be added to using the **Add to Collection** drop-down list.

Click **Create Data Source** to complete the process.

## Using Targets

Once the Targets have been added to the relevant Index, using the \[Targeting steps]\(doc:Technical Documentation.CXAIR.Administration Guide.4. Manual Index Creation.c. Creating an Index.WebHome||anchor="Targets") in the \[Index creation]\(doc:Technical Documentation.CXAIR.Administration Guide.4. Manual Index Creation.c. Creating an Index.WebHome) chapter, it is then possible to add the Targets to existing values.

When a report is creating using one or more of the mapped fields, the Target values will be displayed for selection in the \[Crosstab]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2c. Crosstabs.WebHome) **Total Type** drop-down list. Once the Target values have been selected, Cell Calculations can be used to create any required variance reports using the \[Crosstab]\(doc:Technical Documentation.CXAIR.User Guide.02. Reporting.2c. Crosstabs.WebHome) functionality.