Run reports filtered by Group to run reports for location groups. Location groups are configured in R365 and when grouped, combine data from more than one location. Users can only run reports for location groups in which the user has access to all the associated locations.
Prerequisites
Location groups must be created to display any location groups in the Group filter.
Learn more about creating or editing location groups.
Running Reports Filtered for Location Groups
To run a report filtered by location group, follow these steps:
Click steps to expand for additional information and images.
1) Change the Filter By parameter to Group.
2) Open the Filter options to select the location groups to run the report by.
Select one or more options.
Only location groups in which the user has access to all the associated locations will be listed.
3) Once the desired location groups have been selected, click Ok.
4) Complete the remainder of the report parameters. Then, click Run to run the report.
