Details the difference between Custom and Hierarchical Reporting Groups and how to configure each |
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:
Hierarchical Reporting Groups automatically track the organizational structure but with that comes limits:
Hierarchical Reporting Groups do have an advantage over Custom Reporting Groups in that they dont require manual up-keep
Hierarchical Reporting Groups are fantastic at representing groups within the organization which cannot be clearly mapped into a Company->Terminals type of structure:
The only thing required is to Enable Hierarchy via General Settings but for accounts Migrating we have provided a guide below
Hierarchical Reporting Groups are already enabled. Simply continue adding Vehicles and Drivers to Terminals and your groups will update themselves automatically.
You are utilizing Custom Reporting Groups; The following guide describes the process for enabling Hierarchical Reporting Groups to either Augment or Replace your Custom Groups:
Because Hierarchical Reporting Groups mimic your structure its important to get the structure configured properly before enabling the feature
otherwise Fleet Managers may gain access to Driver and Vehicle detail which they should not
You may also add additional Companies using the same address to provide greater separation
For example: if you have distinct business units operating out of the same physical location you can create a Company for each business unit along with Terminals for each Unit/Company
You may also add additional Terminals using the same address to provide greater separation
For example: Terminal Drivers vs Terminal Warehouse Staff
Remember that, unlike Custom Groups, a Manager can be assigned only to the Organization, a Company, or a Terminal
Unlike Managers, Drivers may only be assigned to Terminals as the Terminal is used for the Drivers Hours of Service
Unlike Managers, Vehicles may only be assigned to a Terminal
Custom Reporting Groups provide benefits beyond the standard Hierarchical Reporting Groups BUT they require additional manual maintenance which Hierarchical Groups do not:
Custom Reporting Groups do have an advantage over Hierarchical Reporting Groups in that they allow you to separate your system into various Reporting Categories regardless of organizational structure:
Custom Reporting Groups are fantastic at representing groups within the organization which cannot be clearly mapped into a Company->Terminals type of structure:
The following page documents configuration of Reporting Groups using the Web Portal