The 'Location Reporting Categories' tab resides on the System Preferences screen. On this tab, Users can create and define Parent Location Reporting Categories that will be included on Location records so that Child Location Reporting Categories can assist in organizing Locations for reporting purposes. Up to 10 different Parent Location Reporting Categories are available for Users to utilize.
Create Parent Location Reporting Categories
Enter and save desired values as Parent Location Reporting Categories on the 'Location Reporting Categories' tab of the System Preference screen. These Parent Location Reporting Categories will then be available on each Location record.
- Note: If a Parent Location Reporting Category is removed but still tied to a User's Location security, a warning message will appear stating that the removal of this category will also remove that User's Location access. Confirm whether or not the category should then be removed.
Create Child Location Reporting Categories
Once Parent Reporting Categories are created and saved, they will be housed on each Location record's 'Reporting Categories' tab along with drop-down selectors.
Users can create a Child Category by clicking the name of the Parent Category and entering the name of the Child Category in the window that appears. Click 'Save and New' to create all Child Categories for each Parent Category.
Once all necessary Child Location Reporting Categories have been created, their values can be assigned to each Location as needed.
Assign Child Location Reporting Categories
Open each Location record and navigate to the 'Reporting Categories' tab. Select each desired Child Location Reporting Category and save the record.
Using Location Reporting Categories
Location Reporting Categories can be used in 'My Reports' and on the Check Run screen.
In 'My Reports'
After all of the above steps have been completed, the Parent Location Reporting Categories will be available on various reports in My Reports. For Reports that can be ran by 'Location', 'Group', or 'Legal Entity' (such as all P&L Reports), the User-defined Location Reporting Categories will now be present in the same filter selector.
The User can add additional filters based off of the Child Location Reporting Categories that were created and assigned to each Location.
On the Check Run
When performing a Check Run, Users have the option of filtering by Parent Location Reporting Category.