Setting Hierarchy Control

The default view of report results is set to the National level. However, you can set filters to view report results for a specific organizational level in the hierarchy.

To select an organization:

Open the report for which you want to set a hierarchy filter.
Click the button in the upper right corner of any TME ClearView web page.
The row of tabs changes as shown below.
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Do either of the following:
- To search for an organization by name continue to the next step.
- To select an organization in a dropdown list, go to Step 7.
Click in the far left portion of the tab shown in Step 2, next to TME.

The phrase Type Search appears in the box.
Click inside the box and then type a word, such as the name of a country, a person's last name, or a partial name of an organization.
A list of search results are displayed with the full hierarchy path shown for each one.
Do either of the following:
- To remove the search results, and return to your user level, click the button.
- To select a search result, click it.
  The path is now displayed in blue, above the row of tabs shown in Step 2.
  For example, TME > Region 50> District 60> Dealer ABC
To select an organization from a dropdown list, click the button in the upper right corner of the web page.
The row of tabs changes as shown below (partial graphic)
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Click the down arrow next to the bin icon .
A dropdown list shows a list of organizations.
Select the organization you want, click through the levels until you reach the level you want.
Do either of the following:
- To remove the display of organization levels, and return to your user level, click the button.
- To select the organization level you located in Step 9, click .
  The hierarchy path is displayed in blue, above the row of tabs shown in Step 2.
  For example, TME > Region 50> District 60> Dealer ABC.
To remove the hierarchy filter, click the button, then click the bin icon .
Click .
The hierarchy is reset to your user level.