Rollup
Groups: Quick Reference GuideAdding Properties to Report Groups
Setting a Property's Active Period
Deleting a Property from a Report Group
You use the Rollup Groups feature to create groups of properties within a chain that can be included in your reports. These properties can be grouped by any criteria such as geography or market segment. You can also create users that have access to these grouped properties to run reports. RVNG Reports can also use these groups to aggregate reporting data from a variety of properties.
Your Rollup Groups are created at the chain level you can access, and you can only see the rollup groups for the chain or chains you can access.
Before you begin building Rollup Groups for reporting, you should plan the organization of your groups. For example, you can create one “All Properties” group that all sub-groups rollup into. Under this all-inclusive group, you can create smaller groups that target specific properties.
Rollup
Groups: Quick Reference Guide
To build your report groups:
Click the 
button.
The Rollup Management screen appears.
Right-click on the chain name.
The Rollup Groups menu appears.
In the pop-up menu, select Create a Node.
The Rollup Groups pop-up window appears.
Click the arrow to the left of Rollups.
Select Report Rollups.
Click the Ok button.
The Report Rollups node appears in the Rollup Groups Tree.
Right-click Report Rollups to begin adding your report group names or categories.
The Report Rollups menu appears.
In the pop-up menu, select Create a New Rollup.
The Create New Rollup pop-up window appears.
Enter the group or category name and click the Add button.
The new group or category appears in the Rollup Groups Tree.
To rename a report group:
Right-click the report group name.
The Report Rollups menu appears.
In the pop-up menu, select Rename a Rollup.
The Rename Rollup pop-up window appears.
Enter the new name in the New Content Folder Name field.
Click the Rename button.
To delete a report group:
Right-click the report group name.
The Report Rollups menu appears.
In the pop-up menu, select Delete a Rollup.
To add properties to report groups:
Select the group or category name where you will be adding properties.
The Group Accounts screen appears.
Click the Add Account button.
The Properties List popup window appears.
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Note: You may need to use the arrows to expand your list |
Select the desired property from the list of available properties and click the Ok button.
The selected property appears in the Group Accounts screen.
Using the Group Accounts screen, you can limit or predetermine the length of time a property’s data appears in reports.
To set a property’s active period:
Click the Edit link to the right of the property name.
The Active Date screen appears.
Enter a Begin and End date for this property, or click the calendar icon to select the dates from a drop-down calendar.
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Note: Once the end date has passed for a property, it will remain in the group account list but will not appear on any reports including that rollup group. |
Click the Save button.
Using the Group Accounts screen, you can delete a property from a report group. To delete a property, click the Inactivate link to the right of the property name.