Set up a Profit and Loss Category

Profit and loss streams must belong to a profit and loss category or sub-category.

Security Note: You need the Allow the user to edit Profit and Loss reports security right in the Intelligent Reporting domain security rights group for this activity.

Activity Steps

1. Select the Reporting panel in the Solution Explorer.
2. Perform one of the following steps:
   1. To set up a top-level profit and loss category, right-click the Profit and Loss Categories node and select New » Profit and Loss Category from the menu.
   2. To set up a profit and loss sub-category, right-click a profit and loss category and select New » Profit and Loss Category from the menu.
3. Update the name of the profit and loss category node if required.
4. Click Save.