You can determine the number of levels that are available for users to include when building firm hierarchies in the Firms hub. You can set up a maximum of four parent hierarchy levels and provide a label for each level. The hierarchy and names that you specify for each level are then used when grouping firm information on reports.
To create firm hierarchy levels:
-
In the Navigation pane, select
.
-
Select the
Use check box next to each hierarchy level you want to enable.
When a level is in use, the
Label column is also enabled for that level. By default, the hierarchy is set up to include four parent levels. This allows users to configure hierarchies with a maximum of five levels (firm is the lowest). The order of the hierarchy levels determines the actual hierarchy.
If you attempt to remove the selection of the
Firm level, a message prompts you to disable the firm hierarchy feature.
-
In the
Label column for each hierarchy level that is in use, enter the description of the hierarchy level.
The description of the hierarchy level is used when grouping firm information on associated reports.
-
Click
Save.