Administration

This section discusses the setup required in Administration for data entry. The set up includes user-defined options, including general setup, user permissions, parameters, and querying the database. An administrator creates and configures specific categories for their company. To create categories, a user must have administrator permissions assigned. The categories created are universal to all datasets and any changes made to them effect prior and current year data.

Note: Avoid using symbols when creating category names; they may appear incorrectly on reports. Review the list of special characters to determine if a symbol appears correctly in the reports.