How to Add a Report Category
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How to Add a Report Category

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Article summary

  1. Access the Hierarchy Management page by navigating to Maintenance > Hierarchy > Hierarchy Management.
  1. Click the Report Categories option from the More list-box on the Financial Hierarchies Setup page.

  1. Click the Add icon after selecting the Dimension on the Report Categories page.
  1. Optionally, enter a name for the category and click Save.
  1. Return to the Report Categories list.
  1. Click Save Display Order to save the current order of the report categories as they are displayed on the grid.
  1. To change the display order, select the report category on the grid and use the arrows.

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