Using Custom Report Groups

Hierarchy report groups allow you to include, exclude, and intersect different branches from one or more hierarchies, which you can use to filter maps and report–for example, “All Public Works vehicles excluding Solid Waste, including Maintenance, and ONLY Ford models.”

You can create hierarchy report groups on-the-fly when running maps and reports (“CREATE NEW CUSTOM SELECTION”), or you can save a few groups in advance so that they are ready for use at a later time. You can also allow other portal users on your account to access your hierarchy report groups.

Although the portal interface has been updated since this video was recorded, the process has not changed.