Office groups are used when the corporate office wishes to define the individual office locations into segments.
Example:
- An organization has 17 different offices
- The corporate office desires to generate group reports for geographic areas:
- North
- South
- East
- West
- After defining the groups:
- individual offices A, B, C, D could be assigned to the group "North"
- individual offices E, F, G, H, I, J could be assigned to the group "South"
- individual offices K, L, M could be assigned to the group "East"
- individual offices N, O, P, S could be assigned to the group "West
Office Groups are defined:
- Click the word “Setup” and “Office Groups” options from the drop-down list
- Click the Add New User button
- Input the desired group information
- Click the Save button
Assign the individual office location to an Office Group:
NOTE: Office groups are not mandatory in order to generate group reports. Without defining "office groups," the group reports will generate for all offices within an account, by default.