Organization Tab

At the Organization tab, you can specify an organizational level that will appear in the appropriate summary gate. Your organizational hierarchy displays in a tree format much like Microsoft Explorer with each branch of the tree representing an organizational level. Click on the text next to the folder to expand or collapse a level of the tree. After selecting a level, your selection will appear in the appropriate summary gate.

This Organization tab works with the following summary gates:

Note: The highest organization level is the Company Name specified in the System Configuration Options.

Click on a control or area to learn more about it:

To use the Organization tab, perform the following:

  1. Click the arrow next to the level name to expand or collapse that level.

  2. Select a level.

  3. Click OK and your selection will appear in the summary gate.

  4. Click the Cancel button to close the dialog box without saving any changes.