Use these steps to set up a basic reporting structure for your organization if it was not done at activation.

1. Log in to Account Hub and use the left navigation panel to select the Hierarchy tool.
2. Create a reporting tree for the account if you receive a prompt that one does not exist.
3. Select Create Reporting Tree.
4. Provide the required information in the Root name field in the pop-up window. The Root description and MCCID description fields are options but allow you to provide relevant information.
5. Select Next once the required fields are complete.
6. Select Confirm on the confirmation screen to create the reporting tree.

Use these steps to create a reporting tree with a child node for each account under the MCCID.

1. Log in to Account Hub and search by account to select the desired account from the list.
2. Use the left navigation panel to select the Hierarchy tool.
3. View the existing reporting tree if a reporting tree exists for the account. Select View reporting tree.

Use the Add node steps below to add nodes above or below the existing account reporting nodes to complete the Hierarchy Reporting tree.

If no Reporting tree exists for the account, create a hierarchy.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Select the Hierarchy tool using the left navigation panel.
4. Select the three vertical dots by the MCCID GROUP.
5. Select Add Child.
6. Use the drop-down to select the node type to add:
   • Division
   • Region
   • Cost Center
   • Sector
   • Line of business may be added above an account reporting node.
7. Select the type of node from the drop-down.
8. Enter the node name in the node name field.
9. Enter optional description information if needed in the node description field.
10. Select Add once the required data is entered.
11. Verify the new node appears in the Reporting tree. If it doesn't appear, select the refresh icon.

Any child node added below the account reporting level in the Hierarchy tool will reflect on the printed, PDF invoice, and the digital presentment in the Billing section of Account Hub once the next bill cycle closes.

If no Reporting tree exists, create a hierarchy. Either node type may be selected to add. 

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Use the left navigation panel to select the Hierarchy tool.
4. Locate the account Reporting node to add a child node
5. Select the three vertical dots by the account reporting node
6. Select Add Child.
7. Use the drop-down menu in the pop-up to select the node type to add.
   • Department
   • Branch
   • Sub-Branch
   • DAC (Department Accounting Code) may be added below the account Reporting node. For the DAC to report properly they must be attached to a department.
8. Select the type of node to add.
9. Enter the node name in the node name field.
10. Enter the optional description information if needed in the node description field.
11. Select Add once the required data is entered.
12. Verify the new node appears in the Reporting tree. If it doesn't appear, select the refresh icon.

When moving a node, the entire hierarchy under that node will be moved. This will limit the ability of some nodes to move, such as a node that contains lines assigned in the billing system to another node with a different account. To move these nodes, remove the lines and add them to the correct nodes after they have been moved into the billing system.

If Reporting tree does not exist for the account create a hierarchy.

Some nodes, such as Root, MCCID, Division, and Department are not to be moved due to the nature of those nodes.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Use the left navigation panel to select the Hierarchy tool.
4. Locate the node to move and highlight it.
5. Select the three vertical dots icon.
6. Select Move.
7. Verify the full reporting tree path for that node displays.
8. Select the target location node to move the node.
9. Notice a pop-up of the new location of the node displays.
10. Select Confirm once you verify the new location is correct.
11. Moved node at new location displays.
12. Refresh the reporting tree using the refresh icon. If the node move location was not eligible an error detail will display.

A node that contains lines assigned in the hierarchy below it cannot be removed. To remove these nodes, first remove the lines from the DACs below the node that will be removed, then remove the node, or move the DAC to another node within the same account Reporting node.

If no Reporting tree exists for the account, create a hierarchy.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Using the left navigation panel select the Hierarchy tool.
4. Locate the node to remove.
5. Select the node.
6. Select the three vertical dots by the node name.
7. Select Remove.
8. Confirm the removed node display.
9. Select Confirm once you verify the correct node to remove. The node, if eligible to be removed should no longer display in the reporting tree.
10. Refresh the reporting tree using the refresh icon.

If no Reporting tree exists for the account, create a hierarchy.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Use the left navigation panel to select the Hierarchy tool.
4. Locate the node to edit and select it.
5. Select the three vertical dots icon and select Edit.
6. Pop-up displays and edits to node name may be completed if eligible. Edits to the node description are optional.
7. Select Next once the edits are complete.
8. Verify the information is correct in the pop-up window and select Confirm.

Use the steps to add an address to the DAC. This action triggers a statement to be sent to the DAC address for just those listed under that DAC. Any account-level services will not be included in the DAC courtesy statement but will be on the invoice that is sent to the account address.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Hover over a specific DAC in the Hierarchy Management tool, and look for the Courtesy Statement indicator to determine if a DAC has a courtesy statement address. You can edit existing DAC nodes by following the steps on this page to Edit an existing node.
4. In the Add Child Node screen, once you add child nodes, you’ll have the option for the Courtesy Statement indicator. 
   • To populate an address box, select the toggle to Send Courtesy Statement, then select Add. This will open the mailing address box. 
   •  By default, this indicator is off.
5. Complete the mailing address fields, then select validate. Addresses are validated with the USPS database. 
   • Invalid addresses generate a ‘Not Valid’ error message in red. Correct the address. 
   • Valid addresses generate a ‘Valid’ indicator in green. 
6. Select Add. DAC courtesy statement is sent starting the next statement cycle. 
7. To remove a DAC courtesy statement address, follow the steps on this page to Edit an existing node. Then toggle Send Courtesy Statement to off. You’ll get a yellow message stating Once confirmed, DAC Courtesy Statement will not be generated. Select Confirm.
   

If no Reporting tree exists, create a hierarchy.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Use the left navigation panel to select the Hierarchy tool.
4. Locate the DAC node to add a line and select it.
5. Notice that once selected, a pop-out menu will appear. This menu displays all currently assigned subscriber lines on this DAC.
6. Select Add Subscriber to add a line to DAC.
7. Locate the phone number of the lines to add by either selecting through the unassigned subscribers from the account or using the search field to enter the phone number. To confirm the line, use the dropdown arrow by each line to expand the details section and view the line identifiers for each phone number. Line identifiers populated in Account Hub will be present in the Hierarchy tool.
8. Select Add by the line once the phone number/s to add have been located.
9. Select Confirm on the pop-up confirmation if the phone number selected is correct.

If an account Reporting tree doesn't exist, create a hierarchy.

1. Log in to Account Hub.
2. Search by account instead of the company name to ensure you're accessing the correct account in Account Hub. If you have multiple accounts, select the desired account.
3. Use the left navigation panel to select the hierarchy.
4. Select the DAC node to add a subscriber.
5. Notice a menu will pop out once selected. This menu displays all the current assigned subscriber lines on this DAC.
6. Select Add Subscriber in the pop-out menu to add a line to DAC.
7. Locate the phone number/s of the lines to remove by either selecting through the assigned subscribers on the DAC or using the search field to enter the number. To confirm the line, use the dropdown arrow by each line to expand the details section and view the line identifiers for each phone number. Line identifiers populated in Account Hub will be present in the Hierarchy tool.
8. Select Add by the line once the number or numbers to remove have been located.
9. Select Confirm on the pop-up confirmation if the number selected is correct.