Select the
Business Hierarchy tab.
The Business Hierarchy List screen appears.
Click View
Detail.
The Hierarchy Detail section shows details for the customers in the
hierarchy. If a customer has an allocation to a business unit the business
unit data is indented under the customer data.
Use the following
table to adjust the view or export data:
To....
Do this...
select the columns that display on the screen or are exported
Click Select Columns
The Business Hierarchy Display Details screen appears.
Select the fields you want to appear.
Enter a number to indicate the order in which
you want the fields to display.
Click Arrange All.
The fields are arranged in the order you selected.
Click Save.
export the details to Excel
Click Export to Excel.
The data that is shown on the screen is exported to Excel using a predefined
template.
export to PDF
Click Export to PDF.
The data that is shown on the screen is converted to PDF.
To return to
the Business Hierarchy screen, click Cancel.
