Make a dimension for reporting use only

When you set a dimension view status to Active non-posting, it prevents it being used with a standard transaction entry. The dimension view is still selectable for reporting, however.

Applying an Active non-posting status to a dimension removes it from the transaction selection and prevents transactions from being posted to the dimension.

Make a dimension view reporting-only

If a dimension view already has transactions, you can still change it to a reporting-only status. Your existing transactions will remain there. However, no further transactions can be posted to that dimension.

  1. Go to your User-defined dimensions application > All.
  2. Under Components, select the dimension name.
  3. Select the checkbox next to the dimension view with the status that you want to change.
  4. In the top menu bar, select Edit view.
  5. In the View name section next to View is, select Public (for use in reports).
  6. Optionally, edit the columns included in the view, sort and group fields, and filters as desired.
  7. Save the dimension view.

Nest report-only dimension views

You can nest report-only dimension views for efficiency and ease of use. For example, you could create a Location view named Region with report-only sub-views for East, South, and West. The report-only sub-views contain the dimension views for each region.