Reporting Groups

Reporting Groups simplify data analysis by allowing you to group bases and generate reports for the entire group. 

 

Table of contents:

1. Requirements
2. How to create/edit a reporting group
3. How to use a reporting group

Requirements

• Creating/Editing Groups: Requires the 'Company Reporting Groups - Write' permission under the Franchise Admin role.
• Viewing Groups: Requires the 'Reports - Mobile' or 'Reports - Menu Tab View All' permissions for all bases within the group.
• Organization Groups: Can only be created and edited by System Admins. Only Headquarter users with 'Reports - Mobile' or 'Reports - Menu Tab View All' permissions can view these groups.

 

How to create/edit a reporting group

Reporting groups can be created/edited in Admin > Reporting Groups. You will only be able to view and create groups for bases that you have the 'Reports - Mobile' or 'Reports - Menu Tab View All' permissions in. 

1. Expand groups to see bases assigned to group.
2. Reporting group name.
3. Number of bases in the reporting group
4. Copy/Edit/Delete reporting group. Locked reporting groups are system groups.
5. Add reporting group / Search for a group
   
   
   A. Add/Edit the name of the reporting group.
   B. Select what bases you want in the reporting group. Only bases you have access to will show up in this list. The number next to the base is the Company ID. 
   C. << or >> Move all the unselected and selected bases. < or > Move all the selected bases.
   D. List of bases that will show up in the reporting group.
   E. Save to create/edit the group or hit Cancel to cancel the creation or update of a group.

How to use a reporting group

Zr Ware > Reporting Tab

Some of the reports in the reporting tab in Zr Ware will have a reporting group filter. You can use this filter to run the reports by that group. You will only be able to see a reporting group if you have the reporting permissions for all bases in that group.

Zr Ware Mobile Reporting

You can select a reporting group to filter for in the mobile reporting. You must have the mobile reporting permissions for all the bases in the group in order to see the group.