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Site Groups

Managing Site Groups for Enterprise Dashboard filtering.

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Written by Product Marketing
Updated over 9 months ago

Introduction

Site Groups are customisable collections of sites that allow you to filter Enterprise Dashboards global views. These groups can be organised based on various criteria such as:

  • Geographic location

  • Function

  • Brand

  • Any other relevant classification

Once Site Groups are defined and populated, users can apply the Site Group filter to any Enterprise Dashboards global view. This enables you to view metrics for specific subsets of sites, such as:

  • All sites in Europe

  • All sites producing dairy products

Managing Site Groups

Site Groups are managed in the Site Group section, accessible through the Admin menu.

Site Group List

The Site Group List screen displays all configured Site Groups, showing their names and descriptions. From this view, users can:

  1. View and edit Site Group details by clicking on the Site Group name

  2. Delete Site Groups by selecting them and choosing "Delete" from the Actions menu

  3. Create a new Site Group by clicking the "New Site Group" button

Create a new Site Group

Clicking the New Site Group button brings the user to the create new Site Group screen where the name of the new Site Group can be entered. Click the Create Site Group button to create the Site Group.

After creating a Site Group, you'll be directed to the editing page where you can enter a description for the Site Group and add sites to the site group before clicking "Save Site Group" to save your changes.

Adding sites to a Site Group

Sites are added to a Site Group via the "Assign Sites to Group" modal which is accessed via the Actions menu on the Site Group List screen or the site group edit view. Once all relevant sites have been assigned to a group, click the "X" button to close the modal.

Note: Sites can only belong to one Site Group.

Using Site Groups

Once configured, Site Groups can be used to filter data in Enterprise Dashboards global views, allowing for more focused analysis and reporting.

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