In Reporting and
Analytics, click the side navigation menu, click Configuration, click Portal Admin, click Organizational
Structure, and then click Locations.
Click Add.
In the Name field, enter a unique
name for the location.
For example, enter Columbia for a
restaurant location in Columbia, Maryland.
In the Location Reference field,
enter a value to indicate the location position within the organizational
hierarchy.
You can use a number to indicate the position. For example,
if the location is the fourth location in a district level, you can
use a value of 4. You can also use text to
indicate the position. For example, you can use East for a location on the Eastern side of a district level.
If the location uses a financial calendar different than
the parent level or the organization, select it from the Financial Calendar drop-down list.
Specify values for the remaining settings on the form and
then click Save.