Categories for construction build

Kathy P Kickert

I have categories with sub-categories set up for a construction build. We have 2 locations going on and I need to provide reporting for each. This is a long sub-category listing. Is there a way to duplicate this list - title one Lot A and one Lot B - or do I have to reenter each of the sub-categories? My other thought was to use the list that I have and use "Tags" to indicate each property but I don't know how well the reporting will reflect the two different builds. Thanks for any guidance KK

RickO

Duplicate categories are NOT the way to go here. You definitely want to use Tags. Create a tag for each lot and assign them to the appropriate transactions. Then in pretty much any report you create, you can customize it to include only one tag or the other. For example, the setup for a Transactions by Category report would look something like this:

You could also create a Summary Report that shows a Category in each row and columns for each Lot (tag).

I think you'll find that using tags in this way will give the best and most flexible reporting capablity.