This report provides a view of the "Organizational", "Financial", or "Cost Pool" organization hierarchies. These hierarchies are defined via the Organization >> Edit screens (Organization hierarchy defined on the Profile tab, while the Financial and Cost Pool hierarchies are defined on the Financials tab -- where the parent organization associations are established).
This report is available to users having one of the following roles: Administrator, P&R Administrator, GL Admin, AP Viewer, AR Viewer, or GL Budget Manager.
This report is available with all Unanet editions.
Topics covered on this help page include:
Selection Criteria (options available to tailor report output)
You may also be interested in:
Organization Hierarchies (learn more about where the hierarchies are established)
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Clicking on the Organization Tree View item will present the user with a collapsed version of the Organization list in a hierarchical representation, showing only the top level / parent organizations.
Using the various expand ()and collapse () controls you can view the entire tree.
The tree view may resemble the following:
Organization Access permissions are not honored in these reports.