Creating Reporting Hierarchies

You can establish organizational relationships between locations and levels. If the organizational hierarchy and the reporting hierarchy are different, then the location results in iQuery and reports will not be aligned.

  1. In Reporting and Analytics, click the side navigation menu, click Configuration, click Warehouse Admin, click Reporting Hierarchies, and then click Hierarchies.
  2. Click Add.
  3. (Optional) Select Default to make this hierarchy the default one.

    Note:

    • Only one default can be set.

    • If you want to delete a hierarchy that is set as the default, you must first assign another hierarchy as the default.

    • After changing the default reporting hierarchy, you must sign out and then sign back in to see the changes.

    • Each person is automatically set to use the organization default. To change this setting, the person must navigate to My Profile and then update the Default Reporting Hierarchy field.

  4. Enter a hierarchy name (for example, District 1).
  5. Add levels to the hierarchy:
    1. Click the side navigation menu, click Configuration, and then click Reporting Levels.
    2. Click Add.
    3. Enter a reporting level name (for example, Free-standing).
    4. Click Save.
    5. Repeat these substeps to add more levels.
  6. Establish relationships between levels:
    1. Click the side navigation menu, click Configuration, and then click Reporting Hierarchy Relationships.
    2. Select the reporting hierarchy name and then click Select.
    3. Click Assign Level.
    4. Select the level (for example, Free-standing).
    5. Select the parent level. If the level you are assigning is the first level, select No Parent from the Parent Level Name drop-down list.
    6. Click Assign Level.
    7. Repeat these substeps to assign more levels.
  7. Establish relationships between levels and locations:
    1. Click Assign Location.
    2. Select the location (for example, Columbia).
    3. Select the parent level for the location (for example, Free-standing).
    4. Click Assign Location.
    5. Repeat these substeps to establish remaining level-location relationships.

Parent topic: Reports