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Manage Classes And Locations

Use this page when class or location tracking affects coding, reporting, or client setup.

Review Classes

Open Client Classes and inspect existing class values.

Client Classes list with seeded classes
Client Classes list with seeded classes

Add A Class

Use New class when the client’s reporting structure needs another class.

New class dialog
New class dialog

Review Locations

Open Client Locations and inspect existing location values.

Client Locations list with seeded locations
Client Locations list with seeded locations

Add A Location

Use New location when reporting needs another location dimension.

New location dialog
New location dialog

Check Before You Leave

Classes and locations should support reporting without creating duplicates or unused dimensions.

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