In Reporting and Analytics, click the side navigation menu, click Configuration, click Portal Admin, click Organizational
Structure, and then click Levels.
Click Add.
In the Name field, enter a level
name.
For example, enter District 1 for
a district level or type East to for a region
level.
Enter a Level Reference to indicate
the level position within the organizational hierarchy.
Use a value of 0 if the level is the
highest corporate level in the organization. Use text or numbers when
adding lower levels to the organization. For example, you can use 10 for one district and 20 for
another district.
Select the Financial Calendar for
the level.
For example, if the organization uses a financial calendar
based on a fiscal year, select the corresponding calendar.
Specify values for basic level settings on the form, such
as address and postal code, and then click Save.