Report Hierarchy

Users can use drag and drop to create new reporting hierarchies within their customers or to merge individual customers into a new or existing customer group.

To start, users need to select Report Hierarchy from the drop down menu.

Click into the 'Select hierarchy to edit' box to bring up a list of the existing customers.

Select the customer you wish to update.  The edit link will appear when you hover over the customer you have select. 

Click into this link and make the necessary changes, then hit the green tick button to accept.  

Finally, save the changes by clicking onto the blue save button. 

Refresh your screen and you should now see your changes in the dashboard.  

Note: if you wish to add hierarchy levels, then add a new hierarchy name and drag and drop existing customers under this new level.