Reporting and Subentities

Overview

Subentities are categories that can be used to further split the Jobs in your entity.

When the option to configure subentities has been switched on in your portal, there are some additional setup options in Config > Reporting. These options allow you to create subentities for generating reports.

The default subentities in a portal are called Branches and Divisions. These may appear with different names in your portal, however, for the purposes of this article we will use the system defaults.

Add a Division

A division (or subentity 2) is the second default level used to refine your reporting. It's easiest to set these up before you set up the Branches. 

To add a division:

1. Go to Config > Reporting > Divisions > Create New Division.

2. Enter a Division Name.

3. Tick the Enabled checkbox to make the division available to be linked to a branch.

4. Click Save.

Editing and Deleting a Division

Once a division is created and enabled, it will appear in the ‘Associated Divisions’ section under the Branch settings. A disabled division will not appear here.

You can view and edit a division by clicking on the Division name in Config > Reporting > Division.

Divisions can be deleted by clicking the relevant Action. You can delete a division that is not associated with any branches.

Add a Branch

A branch (or subentity 1) is the first default level which can be used to refine your reporting.

To add a branch:

1. Go to Config > Reporting > Branches > Create New Branch.

2. Enter a Branch Name.

3. Tick the Enabled checkbox to make the branch available to be assigned.

4. Select a Branch Region.

5. Tick the checkbox next to any divisions that should be associated with the branch.

6. Click Save.

Editing and Deleting a Branch

Once a branch is created, it will be listed in Config > Reporting > Branches. You can click the Branch Name to view and edit the current settings.

A branch can be deleted or disabled by clicking the relevant Action in Config > Reporting > Branches. You can delete a branch if there are no Jobs assigned to it.