Reporting Categories
To create a major reporting category and its related minor categories:
From the Xenial Portal, select Data Management.
From the Ordering Settings menu, select Products.
From the Products menu, select Reporting Categories.
From the Reporting Categories homepage, select New Reporting Category.
From the General section, define the following:
Field
Description
Name
Type a name for the major reporting category.
External ID
Type an alphanumeric value to identify the reporting category record when preparing data for export to third-party accounting and data warehouse solutions.
Minor Reporting Categories
To add a minor reporting category:
Select Add.
In the Name field, type a name for the minor reporting category.
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.
From the lower-right, select Save.
From the upper-right of the screen, select Save.