Creating report organization structures

Create an organizational tree-structure to roll up reporting on performance statistics, energy consumption, and resource utilization. Define an organizational structure by which you control the roll-up of energy consumption. For example, the reporting structure might roll up like this:

Operational Area > Facility > Campus > State > County > Continent > Worldwide

To create a report organization structure:

  1. Select Administration > Setup > Report Organization Structure.
  2. Click Add Top Level Organization.
  3. Specify this information:
    Organization
    Enter the organization to designate as the top level organization of the structure. The system automatically populates Available Organizations on the right-hand pane.
  4. Drag and drop desired organizations to the Report Organization Structure on the left-hand pane under the Top Level Organization previously selected.