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Reporting Groups allow you to divide your system into categories in order to both segregate what records are included in reports and limit which Drivers and Vehicles any single Managers may access

There are two different types of Reporting Groups which may co-exist within the same system:

  1. Hierarchical Reporting Groups which automatically track your organizational structure were introduced in Portal v4.0, Feb 2015
  2. Custom Reporting Groups which are the most flexible but are manually maintained were introduced in 2003

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Note
titleHierarchy DISABLED vs ENABLED
  • When Hierarchy is DISABLED:
    New Drivers, Vehicles and Mangers WILL BE ASSIGNED to the Default Custom Reporting Group automatically

  • When Hierarchy is ENABLED:
    New Drivers, Vehicles and Mangers WILL NOT BE ASSIGNED to the Default Custom Reporting Group

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Overview and Comparison of Custom vs Hierarchical Reporting Groups

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Custom Reporting Groups - Introduced

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2003

Hierarchical

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Reporting Groups - Introduced

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Feb 2015

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Using BOTH Hierarchical Reporting Groups + Custom Reporting Groups

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