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Create reporting node

To create a new reporting node:

  1. From the main menu, select Administration > Instance Management > Financial Reporting.

    The Financial Reporting screen appears.

  2. Click the Insert New Node link on the top left of the screen.

    The Insert Reporting Node window appears.

  3. Use the following field descriptions to define your new reporting node:

    Field

    Description

    Node Name

    Required field. The name you want to give this node.

    Parent Node

    Optional field. This is used to determine if there will be a higher reporting hierarchy above this node, or whether this will be a child node. This field has a drop down list that will show you all the existing nodes on this report that you could attach this new node to.

    Node Description

    Required field. A brief description of the node.

    Node Details

    Optional field. Any further details necessary to describe the node.

  4. Click Go.

    The new node will now appear on the Financial Reporting screen as part of an existing hierarchy or as the start of a new hierarchy.