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

This article shows Decision Logic (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.

Reports that will give users the option to select a Report Group as part of their parameter choices are:

• Daily Sales Report (DSR)

• Cost of Goods Sold (COGS)

Create a Report Group

Users will begin creating and defining a Report Group by navigating to:

Maintenance > Company > Report Group Maintenance

1. Click + Add.

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2. Enter a Report Group Name.

3. Click Save.

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Saving a Report Group Name will populate three components that need to be completed and published:

• Structure

• Configuration

• Access

Edit Report Group Name

Navigate to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group.

2. Click Edit to edit the report group’s name.

   1. Rename the Report Group.

   2. Click Save.

Delete Report Group

Deleting a report group will delete the structure, configuration, and users assigned to the report group. This action cannot be reversed.

Navigate to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group.

2. Click Delete Report Group to delete the entire report group.

    

3. Click Delete again for confirmation.

Define or Edit Structure

After a report group name is created, users will begin to define the structure of the group, followed by the configuration and access. Users will follow these same steps to make edits to an existing structure in a report group. Editing or removing a structure to an existing report group may affect data.

Navigate to:

Maintenance > Company > Report Group Maintenance

1. Click on the Report Group.

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

3. Click Edit.

4. Click the 3-dot Menu next to Level 1 (default name).

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

    

   1. Click Delete to delete the level’s name.

6. Update the Name and click the green Check Mark. Users can click outside of the name box and it will auto-save the edit.

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.

Define or Edit Configuration

A structure must be created before a user can define the configuration. Users will follow these same steps to make edits to an existing configuration in a report group. 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 + New [Level’s Name]

4. Name the Level and click the Green Check mark.

    

5. Click the 3-Dot Menu and Edit to edit a level’s name.

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

   1. + New [Level Name]

   2. + next to a level to add levels 3-5

       

   3. Click the Arrow to expand the added levels.

   4. Name the level and click the Green Check Mark to save the edits.

7. 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.

   1. Drag and drop a store back to the list to remove it from a level or drop into a different level to restructure the configuration.

Example Configuration

Assign User Access

A structure and configuration should occur before assigning access to users. Users will only 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.

Users will see all individual users with access to a report group and that user’s highest level of access.

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 next to the user.

4. Click Edit or Remove.

   1. To Edit:

      1. Click on the highest Level of Access the user should have.

      2. Click Edit.

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

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