Region

Location

SETTINGS > Reporting Setup

Purpose

Reporting levels provide the ability to track revenue and productivity throughout your organization’s hierarchy at each level. The region is the highest reporting level on your system, followed by districts, cities and locations.

Fields

Region Code – Enter a unique name for the region.

Description – Enter a description for the region.

Buttons

Chart – This will print a chart showing how the Reporting hierarchy is current set up. Any broken links in the hierarchy will also be shown.