About Reporting Hierarchy  

What is a Reporting Hierarchy?

A Reporting Hierarchy is a way to group locations for the purpose of reporting. You can select a Reporting Hierarchy in any Central Office report setup screen to define which locations will be included in the report. Only Central Office can create and use Reporting Hierarchies.

How do I set up a Reporting Hierarchy?

Hierarchies are created starting with the highest tier. The lowest tiers in the hierarchy are assigned locations.

1. Create your hierarchy. Start with the broadest category; each new sub-tier should be more and more specific, with the final (lowest) tier being the one that will be assigned locations.
   
   
2. Assign locations to the lowest levels of your hierarchy.

How many tiers can I use?

Hierarchies can contain a maximum of 4 tiers. In the image above, we are able to add one more sub-tier if we desire (for example, Tier 1.1.1.1 under New Jersey could be Morris County).

Can a location belong to several hierarchies?

Yes! A location can belong to multiple reporting hierarchies, but cannot be used twice in the same hierarchy tree.