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How to Create Account Groups

Are you creating reports for a franchise business with multiple locations? If so, you may need to create reports from each location and roll-up reporting that shows results for different combinations of the business locations. Making a NinjaCat Account for each location of the franchise and organizing them into Account Groups makes your job so much easier. Account Groups in NinjaCat lets you add organization category fields to your accounts. By adding qualitative values to these fields you flexibly group your accounts in many different ways. The following will tell you how to create the category fields and qualitative values to group the accounts.

 

Section Links

Organizing NinjaCat Accounts

Create a New Account Group Field

Creating New Account Group Values

Adding Account Group Values to Fields

Building a Template To Use For a Roll-up Report or Dashboard

 

Organizing NinjaCat Accounts

View the article Organizing NinjaCat Accounts for information on this section

 

Create a New Account Group Field

1. After clicking on "Accounts" in the Top Navigation Bar

2.  Click on "Account Groups" in the sub-navigation menu1.png

 

3. Click the "Add Account Group" button near the top right

4. Type a name for the New Account Group Field in the field under Account Group Name in the presented           pop up window

5. Click the "OK" button near the bottom right of the pop-up window2.png

 

Creating New Account Group Values

1. After clicking on "Accounts" in the Top Navigation Bar

2. Click on "Account Groups" in the sub-navigation menu1.png

 

3. Select the desired Account Group Field from the list

4. Click the "Add" button in the center or near the top right3.png

 

5. Type the value into the field in the pop-up window labeled for the Account Group you selected

6. Click the "OK" button in near the bottom right of the pop-up window4.png

 

Adding Account Group Values to Fields

1. After clicking on "Accounts" in the Top Navigation Bar

2. Click on the desired account from the account list5.png

 

3. Click on the "Settings" button near the top right6.png

 

4. The "Account" Tab will be visible by default

5. Scroll to the "Account Groups" section

6. Click inside the field under the desired field name

7. Click on the desired value from the resulting drop-down menu7.png

 

8. When done making any and all edits to the information on this page Clicking on the "Save" button will save your changes. Clicking on the "Save and Exit" button will save your changes and then return you to the Account Command Center.8.png

 Building a Template To Use For a Roll-up Report or Dashboard

Read the article, "Building a Template To Use For a Roll-up Report or Dashboard" for information on this section

 

<<< Organize NinjaCat Accounts

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