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Reporting Categories

To create a major reporting category and its related minor categories:

  1. From the Xenial Cloud Portal, select Data Management.

  2. From the Ordering Settings menu, select Products.

  3. From the Products menu, select Reporting Categories.

  4. From the Reporting Categories homepage, select New Reporting Category.

  5. 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:

    1. Select Add.

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

    3. 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.

    4. From the lower-right, select Save.

  6. From the upper-right of the screen, select Save.