Defaults
Customize | Setup Location Reporting Groups
A bank can combine several of its geo-disperse locations into a location reporting group for the purpose of reporting on a specific line of business, such as energy or health care. The purpose of Location Reporting Groups is to provide the ability to assign locations to location reporting groups. If a location being is assigned to a location reporting group, the name(s) of the location reporting groups appears in the bottom left corner of the Locations / Departments screen.
Location reporting groups are listed next to the location name in the Lender Information section of the General Information screen.
Setting up defaults
To turn on the feature that creates location reporting groups, you need to do the following:
Click the Defaults menu.
Click System Administration.
Click Functionality Groups.
Click the Group Name of the location to which you want to add the Location Reporting Group feature.
In the left pane, click Defaults.
In the Defaults column (right pane), select the check boxes next to Defaults->Customize->System Settings and Defaults->Customize->System Settings->Location Reporting Groups.
Setting up location reporting groups
To create location reporting groups:
Click the Defaults menu.
Click Customize.
Click Setup Location Reporting Groups.
Type the description of the group in the Location Report Group Name field.
Click the Add button to create a new location reporting group.
Notes:
The groups will appear alphabetically in descending order as you add location reporting groups.
Once a group is added, the name can be edited, and the group can be deleted, viewed, or duplicated.
A location / department can be included in more than one location report group.
Click the View link.
On the viewing screen, select the check box next to the individual locations to assign location.
Click the Save & Stay button.
Go to Locations View Settings Screen
Go to Search By and Search Results Screens