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Reporting

Location groups are a lot more flexible when it comes to reporting. You might have one location group to report on locations in a given state while another location group is used to report on locations with a certain floorspace. When a report is generated for a location group, all information for the specific locations within the location group is processed. A location can be included in many different location groups. For example, one store might be in a state based location group, a floorspace location group and a manager's favourite location group. The diagram below shows this relationship.

At the top of the diagram are location groups based on regions (QLD), size (SMALL) and manager favourites (TOM). At the bottom of the diagram are specific locations. The lines joining them show how one location can be in many reporting location groups.

The relationship is set up by defining a new location code for the location group in the Locations form, for example SMALL. In the Specific Location grid, list all the specific locations you want reported, for example KLGR, NSYD. When SMALL is nominated as the location to report on, all data from KLGR and NSYD will be used.

Note: Even when a specific location is set up (as opposed to a location group), its location code should be entered in the Specific Locations grid to ensure reports work correctly, that is when BRKD is set up BRKD would also appear in the Specific Locations section.

It is important to note that a single location code can be used for setting costs/sells AND for reporting.

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