How do I create and manage Report Groups (Maintenance)?

This article shows DL Admins how to create and manage alternate hierarchy views of various reports.

Overview

The Report Group Maintenance page allows DL admins to create alternate company hierarchy structures to display on various reports based on the access each group needs. This feature benefits multiple companies or franchisees in a single brand. Additionally, this feature provides more control over what users can have access to based on profile settings and report group settings.

Create a Structure

Users will begin creating and defining a structure by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click + Add.

   Open

   

    

2. Click the Structure tab. This should be the default landing tab.

3. Enter a Report Group Name.

   Open

   

    

4. Users can edit the level’s name. Click the 3-dot Menu next to Level 1 (default name) to begin changing the name of this level.

   1. Root is the most top level of the hierarchy. This name cannot be edited.

5. Click Edit to change Level 1’s name.

    

6. Update the Name and click the green Check Mark.

    

7. Click + next to the level to create additional levels.

   1. Users can add up to 5 levels.

       

8. Click Save after all levels are established.

   1. Stores will always be the last, bottom level.

       

Edit or Delete a Structure

User must first remove access and configuration before editing or removing a structure. Decision Logic recommends that clients are 100% certain about their structure before configuration and providing access. Editing or removing a structure may affect data. Begin by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group that needs configuration.

2. Click the Structure tab. This is the default landing tab.

3. Click the 3-Dot Menu to a Level.

4. Click Edit to change the level’s name or Delete to delete the level.

   1. Perform this action for each level you want to edit or delete.

5. Click Save.

Configuration

A structure must be created before a users can define the configuration. Begin by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group that needs configuration.

2. Click the Configuration tab.

3. Click the Arrow to expand the structure.

    

4. Users have multiple options on how they would like to build out this group. They can:

   1. + New “Level 2 Name”

   2. + New “Level 3 Name”

       

   3. Edit the Newly Added level’s name.

       

      1. Example edit completed.

          

5. Drag and Drop the Store(s) to each desired level. A single store cannot be added to multiple levels and can only be added to the lowest level.

6. Click Save.

Edit Configuration

Begin by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group that needs configuration..

2. Click the Configuration tab.

3. Click the Arrow to expand the structure.

    

4. Drag and Drop a Store from the Level to the Store Selection area.

5. Click Save.

Assign User Access

A structure and configuration should occur before assigning access to users. Users will be able to see the level they are assigned to and the levels that flow beneath it. Begin by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group.

2. Click the Access tab.

3. Click + Add Users.

    

4. Select a User from the dropdown.

5. Click on the highest Level of Access this user should have.

6. Click Add.

Edit or Remove User Access

Begin by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group.

2. Click the Access tab.

    

3. Click the 3-Dot Menu.

    

4. Click Edit or Remove.

   1. To Edit:

      1. Click on the highest Level of Access this users should have.

      2. Click Add.

          

   2. Remove will immediately remove that user’s access to that Structure.

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