Creating Reporting Hierarchies

1. In Reporting and Analytics, click Admin, click Warehouse, click Reporting Hierarchies, and click Hierarchies.
2. Click Add.
3. Type a hierarchy name (for example, District 1).
4. Add levels to the hierarchy:
   1. Click Admin, click Warehouse, click Reporting Hierarchies, and click Levels.
   2. Click Add.
   3. Type a reporting level name (for example, Free-standing).
   4. Click Save.
   5. Repeat these substeps to add more levels.
5. Establish relationships between levels:
   1. Click Admin, click Warehouse, click Reporting Hierarchies, and click 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.
6. 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.