Adding Report Categories

Report categories are assigned to dimensions for organization and reporting purposes. For example, an Account segment might have Gross, Equity, Assets, Liabilities, Revenue, Expenses, Statistical, and Default categories. Each report category represents a desired level of a reporting view of the consolidated segment members. Report categories are used in Standard Reporting.

How to Add Report Category?

To add a report category, do the following:

1.  Navigate to Maintenance > Hierarchy > Hierarchy Management.
2.  Make the required selections and click on the Setup option under the Hierarchy Selection section of the Hierarchy Management interface.
3. On the Finance Hierarchies Setup page, click the More icon and select Report Categories.
   
4. Click the Add icon after selecting the Dimension on the Report Categories page. The Add Category page appears.
   
   
5. Enter a name for the category and click Save. Return to the Report Categories page.
6. Click Save Display Order to save the current order of the report categories as they are displayed on the grid.
   
   
7. Select the report category on the grid and use the arrows to change the display order.