Groups Management

Using, Creating and Editing

Table of Contents

    Groups for Reports

    Reporting Groups enable District / Regional managers to gather information more effectively by narrowing locations based on their needs. Also can be used to make a customized group of store locations which are part of different Regions, District and even Chains. They are custom to the user who created the group, however can be shared with other users provided they have privileges to view the locations data.

    Click here for more Info about how to create Districts / Regions

    Example: Create a group name top 10 and then add your 10 best performing locations. Or you create groups based on your preferences.

    When selecting a previously created group or a group which has been shared, the current location selected under locations options will be greyed out.

    Scoping Groups for Reports

    Scoping a group allows you to filter out locations in a particular Chain, District or Region with locations which you have made part of your group. So if you have a TOP 5 locations, but they are spread out in different regions, you can scope the group when focusing on those regions to report only on the TOP performing locations in that region.

    Example: say you have store, 1,2,3 in region A, store 4,5,6 in region B and 7,8 in region C. You previously created a group called '3 best performing Stores' which included 1,4 and 8. you could then request a report listing for Region B that includes the scoped group 3 best and you get a view for 4 stores in region B.

    How to Scope a Group

    1. Select previously created or shared group from drop-down
    2. Toggle on the scope group
    3. Click on the location icon
    4. Search and Select Chain, District or Region that you would like to filter with.

    Creating a New Group

    1. Click the + to bring up the group selection window
    2. Click the drop-down box, to select and add an existing group
    3. Input the group name
    4. Add authorized users who will need to use group for reporting
    5. You can input your location name or ID that you wish to include in the group or select them based on the tree view
    6. Click Apply to save your settings

    Editing an Existing Group

    1. Expand the drop down box in order to view the existing groups
    2. Select the desired group to edit
    3. Click the green pen logo in order to view the editing window
    4. (Optional) Import data from existing group if you wish to add existing group to the selected one
    5. Edit Group Name
    6. Add/Remove authorized users
    7. Input, select or deselect the Store, Chain or Region that you want to include or exclude from the current group
    8. Click Refresh, Apply or Delete to confirm the changes or to delete the current group

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