Managing Site Groups in Enterprise Live

Key Features of Site Groups

• Customisable Reporting: Group sites for streamlined report generation.
• Cross-Industry Flexibility: Manage diverse site types, such as salons and spas, within the same group.
• Dynamic Management: Include inactive sites as needed for more comprehensive control.

How to Add a New Site Group

1. Navigate to the Site Groups option in the Reports menu.
2. Click New to create a group.
3. Enter the group's name in the Group Name field.
4. Assign sites:
   • Use the red arrow buttons to move sites between "Included" and "Not Included" lists.
   • Optional: View inactive sites by unchecking the "Display Active Sites" box.
5. Click Save to finalise the group.

How to Edit an Existing Site Group

1. Access the Site Groups section via the Reports menu.
2. Select the group to edit from the drop-down list.
3. Click Edit.
4. Adjust the group settings:
   • Add or remove sites using the red arrow buttons.
   • Rename the group by updating the Group Name field.
5. Save changes by clicking Save.

How to Delete a Site Group

1. Go to the Site Groups menu.
2. Choose the group you want to remove.
3. Click Delete and confirm the action by selecting OK.

Best Practices

• Organise Strategically: Group sites based on similar business operations or geographical areas for meaningful reports.
• Update Regularly: Periodically review and adjust site groups to align with business changes.
• Leverage Inactive Sites: Include inactive locations for historical analysis when required.