Configuring Region Codes

Regions enable you to consolidate statistical information for a selection of countries. When you prepare reports based on regions, data for all countries associated with the region is included in the report.

Adding Region Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Regions.

2. Click New to open the Manage Region screen.

3. Create a Code for the region, for example, EAM.

4. Create a Description that describes the region, for example, Europe, Asia, Middle East.

5. Click the Manage Translations link if you want to enter the description in additional languages.

6. Enter a Sequence number to position the region code in a list.

7. Click Save or, click Save and Continue to create another region code.

Editing Region Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Regions.

2. From the Country Main Group screen, select the district Code.

3. Enter the code Description, and then click Search.

4. From your search results, locate the region code, click the vertical ellipsis Actions menu, and select Edit .

5. Update details.

6. Click Save.

Deleting Region Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Regions.

2. From the Country Main Group screen, select the district Code.

3. Enter the code Description, and then click Search.

4. From your search results, locate the region code, click the vertical ellipsis Actions menu, and select Delete.

5. Click Delete to confirm.