Organization Groups are a way to report on a specific set of agencies/pantries/locations across a network. An example would be, the network is parent to 25 agencies/pantries, with only 5 of them being School Pantry locations, creating an organization group would allow for reports to be pulled on just the School Pantry locations.
This article covers the following topics:
How Do I Create an Organization Group?
To create an Organization Group:
- From the left-hand navigation pane click Reports and then click Organization Groups.
- Click the blue + New Group button in the top right-hand corner.
- Give the group a unique name by typing it into the Name field.
- Add the agencies/pantries/locations to the group by clicking in the box beside the names of those you wish to add.
- Scroll to the bottom of the page and click Save to save the new group.
How Do I Edit or Delete an Organization Group?
To Edit or Delete an organization group:
- From the left-hand navigation pane click Reports and then click Organization Groups.
- Find the name of the organization group you wish to edit by scrolling through the table or typing the name into the Search field.
- Once you have located the group you wish to edit, you can edit in two ways:
- if you want to first check you have the correct group click the blue folder icon next to the group name on the Organization group table to view the group; you can then edit the group from this page by clicking on the Edit button above the Back to List button; once you have made your changes scroll to the bottom of the page and click Save.
- If you are sure you have the correct group click the orange Edit icon on the Organization Group table next to the group you wish to edit, make your changes, then scroll to the bottom of the page and click Save.
- To delete an organization group click the red Trash can icon on the Organization Group table next to the group you wish to delete.
- A secondary page will open with the information of the group you are about to delete; click the grey Delete button to carry on with the delete.
- You will land back on the Organization Group table, and the group you deleted will no longer be there.