Create a sample reporting tree definition in Management Reporter

The reporting tree is a visual representation of departments, branch offices, and profit centers within your entity. You can automatically build a reporting tree definition from information in your source system.

Sample reporting tree

The following table shows the hierarchy and the reporting tree definition of the completed sample reporting tree. Use this table as a reference while you are working on the procedure in this section.

 

 

Entity

Unit Name

Unit Description

Structure

SUMMARY

1

@ANY

SUMMARY

Summary of All Units

Denver-Sales

2

FW

Denver-Sales

Denver-Sales

Retail

3

FW

Retail

Retail

&&&&-1100-001

Wholesale

4

FW

Wholesale

Wholesale

&&&&-1100-002

Denver-Service

5

FW

Denver-Service

Denver-Service

Lab

6

FW

Lab

Lab

&&&&-1200-003

Studio

7

FW

Studio

Studio

&&&&-1200-004

San Francisco-Sales

8

FW

San Francisco-Sales

San Francisco-Sales

Retail

9

FW

Retail

Retail

&&&&-2100-001

Wholesale

10

FW

Wholesale

Wholesale

&&&&-2100-002

San Francisco-Service

11

FW

San Francisco-Service

San Francisco-Service

Lab

12

FW

Lab

Lab

&&&&-2200-003

Studio

13

FW

Studio

Studio

&&&&-2200-004

Create the sample reporting tree definition

  1. On the File menu, click New, and then click Reporting Tree Definition to display a blank reporting tree definition.

  2. On the Edit menu, click Insert Reporting Units from Source System.

  3. In the Insert Reporting Units from Source System dialog box, in the Segment and Hierarchy section, do the following:

    1. In the Location/Division row, type 1100 in the From Account box, and then type 2200 in the To Account cell.

    2. In the Department row, type 001 in the From Account box, and then type 004 in the To Account box.

    3. Click OK.

  4. On the File menu, click Save, and then do the following:

    1. In the Name box, type a unique name for the new reporting tree.

    2. In the Description box, type a description for the reporting tree.

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