Creating a Reporting Group

Overview

Reporting groups are created so that reports can be run for a groups that can be enterprise indicators or regional indicators of trends. reporting groups can be comprised of a combination of venues (to form super regions) or a combination of stores. You may not combine venues and store into one group, this needs to be done at a store level where all stores from a venue are combined with other stores.

Details

Each reporting group must have its own unique Name. This will show up in all reports and filters so you should name them carefully. If you try to create a store with an existing name a popup will displayed asking you to confirm this activity.

Select the Group Type. If the group consists of all venues, select Venue or select Store if it comprises of stores. This will display a list of all Venue and all Store as selected.

Click on the box for each venue or Store that will comprise of the group. Once this has been completed, click on Save.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers and human resource managers may modify settings at Venues or Store assigned to them.