What is a Custom Group? How do I create one?

What is a Custom Group? How do I create one?

A Custom Group* allows you to create and view custom groups along with existing aggregate reporting.

Creating a Custom Group requires that a storecode be assigned to the location(s) that will be used. 



Single Creation
  1. In the Manage Locations dashboard, use the Manage Bulk Activity dropdown menu and select create Custom Group.
  2. In the pop-up, storecodes can be added and assigned a group name.
    1. Note: When creating a group with two or more storecodes, each storecode requires its own line break for a successful upload.
  3. Once finished, use the blue OK button to Save changes.
Example:



Bulk Creation




  1. In the Manage Location in the Bulk dashboard, go to the brown Platform tab and let the sheet load.
  2. Once loaded, using the CustomGroup column, you can assign each of your locations to their own custom group.
    1. Note: A single location can exist in multiple groups - To do so, separate each group by a comma. (Example in Row 2, 7 and 9)
  3. Once finished, use the red Update button in the right-hand corner to Save changes.
    1. *Custom Groups were previously known as Entity Tags. This change in language will be reflected throughout the platform.