Report Categories

What Are 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 a Report Category

1. Navigate to Maintenance > Hierarchies > Hierarchy Management.

2. Select the Finance Hierarchy Type and a dimension hierarchy. For this example, Department is selected.

3. Click Setup.

4. Select the Report Categories option from the More list-box on the Financial Hierarchies Setup page.

   

   

5. Click the Add icon after selecting the Dimension on the Report Categories page.

6. Optionally, enter a name for the category and click Save.

7. Return to the Report Categories list.

8. Click Save Display Order to save the current order of the report categories as they are displayed on the grid.

9. To change the display order, select the report category on the grid and use the arrows.