Groups are a convenient way to organize accounts and locations to simplify their management and reporting. With groups, you create bundles of locations that you can use to create reports.

For example, enterprise businesses might want to create groups based on regions, franchise ownership, or some other meaningful characteristics that will provide useful data on business performance. With groups, you can pull the group-specific data into reports that might be more meaningful than reporting based on locations or accounts.

You can see a list of your business groups on the Groups page in Settings (cog icon) > Accounts.

In this article, learn how to:

• Create a group
• Edit a group
• View and change a group's location
• Remove a group

Create a group

To create a group, follow these steps:

1. To access the Add Group page, go to Settings (cog icon) > Location Groups.
2. On the Add Group page, select an account you would like to include in the group from the Account selector.
   
3. Enter the name for the new group in the Group Name field.
   
4. Select Save. Now your new group shows up in the Groups list. You can find it by scrolling or searching.
   

Edit a group

To edit the account associated with a group or its name, follow these steps:

1. Find the group you want to edit in the Groups list in Settings (cog icon) > Location Groups by scrolling or searching.
   
2. Select the Edit Group icon (pencil) to display the Edit Group page.
   
3. Change as needed. In this example, we changed the Group Name.
   
4. Select Save Changes. The changes show up in the Groups list now.
   

View and change a group’s locations

To view or change a group’s locations, follow these steps:

1. Find the location in the Groups list in Settings (cog icon) > Location Groups.
2. Scroll or search to find the group you’d like to view.
   
3. Select the Edit Group Locations (the drop icon) to display the Edit Group’s Locations page.
   
   On this page, you can select to Display All Locations in the account, display Only Group Locations, or display Only Available Locations, the locations in the account that haven’t been added to the group yet.
   
   Since we just created this group, it doesn’t have any locations in it yet. We selected Display All Locations so we could decide which locations need to be added to the account
   
4. We want to add all the northern region locations to the group, so we tick those in the region.
   
5. Select Save Changes. The page redraws and you can see that it’s now displaying Only Group Locations with the added locations in the pane.
    

Remove a group

To remove (delete)  a group, follow these steps:

1. Find the location in the Groups list in Settings (cog icon) > Location Groups.
2. Scroll or search to find the group you’d like to remove.
   
3. Select the Remove Group icon (trash) to remove the group.
4. Select Remove to confirm your action in the confirmation dialog.
   
   Your group no longer appears in the Groups list.