Manage Reporting Tree Nodes

Nodes are the building blocks of a reporting tree. They define the hierarchical structure that organizes your financial, operational, or departmental reports.

At each group level, you can add filters—either directly at the root or nested within groups and subgroups—making it easy to build flexible, multi-level hierarchies. By structuring your reporting tree with groups and filters, you keep the hierarchy organized, adaptable, and easy to navigate for reporting and distribution.

Use this section to create, organize, and manage nodes (groups and filters) that shape how data is consolidated, filtered, and delivered throughout your organization.

Add a group

1. From the navigation panel, click the gear icon at the bottom. The Administration page opens.
2. Select Reporting Trees from the menu.
3. Select a reporting tree form the list.
4. Click the Manage Nodes icon next to it to open the window.
5. Click Add Root Level Group. A line appears a the bottom of the list.
6. Enter a description for the group.
7. Click the paste icon under Tab Name to copy the description, or manually enter the tab label as it will appear in Excel.
8. (Optional) Add a comment.
9. Select the Distributable checkbox if this node and its filters should be available for distribution.
10. Click Save.

note

You can add nested groups for subcategories by clicking Add Group inside an existing group.

Add a filter

1. In the Reporting Trees menu, select a reporting tree from the list.
2. Click the Manage Nodes icon next to it to open the window.
3. Add a filter in one of the two ways:
   • Click Add Root Level Filter to add at the top level, or
   • Clcik Add Filter inside a group to segment further.
4. Enter a description.
5. Click the paste icon under Tab Name to copy the description, or enter your desired tab label.
6. Use the prompt to select or enter a value for the global parameter. Use wilcards as needed.
7. (Optional) Add a comment.
8. Select the Distributable checkbox if this node should be available for distribution.
9. Click Save.

Use of wildcards for filtering

Wildcards apply only to text values, not numbers. You can use only one filtering method at a time—either a wildcard, a list, or a range. For example, you cannot combine them like this: 4???;[4000:4999].

Supported Wildcards

• ? replaces one character
• * replaces multiple characters
• ! excludes characters or ranges
• ; defines a list
• [ ] defines a numeric or text range

Filtering Examples

Example	Description
4000	Must match 4000.
4000;5000;6000	Must be one of these values: 4000, 5000, or 6000.
4*	Must start with 4.
4???	Must start with 4 and contain exactly four characters.
[4000:4999]	Must be a value between 4000 and 4999.
!4000	Must not be 4000.
!4*	Must not start with 4.
!4???	Must not start with 4 and must not have four characters.
![4000:4999]	Must not be a value between 4000 and 4999.
4???-???-10	Must start with 4, followed by -, any three characters, another -, any three characters, and finish with 10 (total length: 11 characters).
!1000;2000;7000	Must not be in the list: 1000, 2000, or 7000.

Organize nodes

You can restructure groups and filters in the Manage Nodes window by dragging and dropping, or by using the arrow controls:

1. Select a group or filter node.
2. Use the arrows to:
   • Move up: Move the node one position up within its current group or level.
   • Move down: Move the node one position down within its group or level.
   • Promote: Move the node to a higher (parent) group.
   • Demote: Make the node a child of the previous sibling (move under another group).
3. Click Save to apply your changes.