Create a Custom Hierarchy

To create a custom hierarchy:

1. From the Reports menu, select Custom Hierarchy.

   

   The Custom Hierarchy Administration page opens.

   

2. Select Add A Custom Hierarchy.

   The Add Custom Hierarchy page opens.

   

3. Make sure the Create a Custom Hierarchy option is selected (this is the default).
4. Enter information in these mandatory fields:
   • Custom Hierarchy Name: A descriptive name for the custom hierarchy that will help you find it when needed.
   • Within this BIN: This is available if you have more than one BIN; enter the BIN for the merchants you want included in the hierarchy.
5. In the remaining fields, enter appropriate criteria for the merchants you want included in the hierarchy:
   • Within Agent

     The six-digit agent number (or agent numbers, separated by commas) associated with the merchants you want to add to the custom hierarchy.

   • Within Chain

     The chain number (or chain numbers, separated by commas) associated with the merchants you want to add to the custom hierarchy.

   • Merchant ID beginning with

     Enter the full merchant ID number for the merchant you want to add to the custom hierarchy, or enter a partial merchant ID to yield all merchants whose IDs begin with that number.

   • Merchant DBA Name beginning with

     Enter the full merchant doing-business-as (DBA) name for the merchant you want to add to the custom hierarchy, or enter a partial merchant DBA name to yield all merchants whose DBA names begin with those letters.

     You can also enter a number of full merchant DBA names, separated by commas, to yield all those merchants.

   • Located in this State

     From the drop-down list, select the state for the merchants you want included in the hierarchy.

   • Having Zip Code

     The ZIP code for the merchants you want to include in the custom hierarchy.

6. Select Create Custom Hierarchy.

   Note: If your criteria yield more than 100 merchants, this message box opens:
   
   
   
   Select OK, adjust your criteria accordingly, and select Create Custom Hierarchy again.

   Providing you have entered sufficient criteria, the page refreshes to list the merchants meeting your criteria.

   

7. Make sure the check box for each merchant you want to include in the custom hierarchy is selected.

   Tip: Select Toggle Checkboxes to clear or select the check boxes for all the merchants listed.

8. Select Create Custom Hierarchy.