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Create a Reporting Tree

Create reporting trees to organize reports according to your company’s hierarchy, departments, regions, or other business structures. Each reporting tree uses global parameters as filters to apply data segmentation at different levels.

Create a new reporting tree​

  1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
  2. Select Reporting Trees from the menu.
  3. Click Add New Reporting Tree.
  4. Enter a name for the reporting tree.
  5. Select a global paramater for each filters dropdown list.
    The global parameters you choose here are used as values for root level filters in the tree..
  6. Click Confirm.

tip

Use the Duplicate icon to quickly copy an existing reporting tree.

Manage reporting trees​

Edit a reporting tree​

  1. In the Reporting Trees window, select a reporting tree form the list.
  2. Click the pencil icon next to it to open the dialog.
  3. Make any necessary changes.
  4. Click Confirm to save.

Delete a reporting tree​

  1. In the Reporting Trees window, select a reporting tree form the list.
  2. Click the trash icon next to it.
  3. Click Delete in the confirmation dialog.