We now have support for saving a custom hierarchical view — as well as using that in a scheduled report.
We still have not given access to the hierarchy to all customers, but are happy to allow you access as a beta customer if you just ask.
Here’s how it works:
When running a report, select “Custom Hierarchy Selection”:
Saving a Custom Hierarchy Selection
Then after running the report, an intermediate screen is shown where you can choose/exclude any groups from the hierarchies you have defined:
Drag and Drop hierarchy nodes to include them in the custom group
Choose another hierarchy and drag/drop nodes to “intersect” (restrict to the vehicles in the SouthWest which are Delivery, Parts, or Service), and “exclude” (in this case get rid of all Nevada and “big rig’s.”
Restricting to just the 55 vehicles you need
Then save this highly custom group as “MySavedHierarchy” by typing the group name and pressing “save.”
Saving a custom hierarchy group
Then click on “Run Report” to run the report you started & you’ll see that the Vehicle Group is a Custom Hierarchy with those 55 vehicles:
Report based on a custom hierarchy
(tip: make sure to refresh the main site to pick up the newly created hierarchy group in the main menu) Now you can use it to run any report moving forward:
Recalling a saved hierarchy group for running your GPS Tracking reports
Additionally, they now show up under scheduled report choices:
Use a Custom Hierarchy Group in your scheduled reports
Any time you make a change to your hierarchy structure or members moving forward, they will automatically be reflected in the ad-hoc or scheduled reports you run using that custom group.
This is a big deal for large organizations since they can “intersect” multiple functional/organizational/geographic groups of vehicles very easily without having to manually (tediously) create groups for every combination of interest.
Rob.