Create a Reporting Category

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.

    • (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.

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

  8. Select Save.