Location Groups allow you to create different sets of Locations and then filter reports by those Location Groups instead of having to select Locations one at a time on each report.
To create a new group follow these steps:
- Open the Location Group window under 'Administration' or by hovering over 'Administration in the top ribbon and selecting 'Location Groups'
- Type the group name in the box above the Location Group Name grid and click 'Add'. This will add the new location group to the list.
- Click the name in the list to show which Locations are assigned to this group in the grid on the right-hand side of the screen
- To add Locations to this group, select them from the location drop-down just above the right hand location grid and click Add
- To remove Locations from a group, click the Delete button on the far right of the row in the Location grid
- To remove an entire group, click the Delete button on the row in the Location Group grid on the left hand side of the screen
There is no need to hit save during the process because this screen uses real-time saving meaning it saves each change as it happens. You can add more groups by following the same steps again in the screen, and then close the window when you have finished.
