Create a Reporting Category

To group associated records together for reporting purposes, assign product and item modifier records to major and minor reporting categories using the Product List and Modifier editors, respectively.

To create a new major reporting category and its associated minor reporting categories:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Products .

  3. Select Reporting Categories.

  4. Select New Reporting Category.

  5. In the Name field, type a name for the major reporting category.

  6. (optional) In the External ID field, type an alphanumeric value to identify the reporting category record when preparing data for export to third-party accounting and data warehouse solutions.

  7. To add minor reporting categories, follow these steps.

    • Select Add to open the Add form.

    • In the Name field, type a name for the minor reporting category.

    • Select Save to close the Add form and return to the previous screen.

  8. Select Save.