Location Grouping
Overview:
Learn how to group locations in a hierarchy for consolidated reporting on the Jolt Web Portal.
Prerequisites
Activation: This feature must be activated by request through your Jolt Account Manager.
Instructions
Log In:
Access the Jolt Web Portal.
Navigate to Settings > Locations.
Access the Organization Chart:
Click the Go To Org Chart button to display the Organization Chart page.
Understanding the Organization Chart Page:
This page allows you to define your organizational hierarchy.
Adding Groups:
Click the Add Group button at the top of the page to add a group at the parent level.
Use the Plus icon on a group to add a sub-group.
Deleting Groups:
Click the Delete icon to delete a group. Locations will return to the Ungrouped Locations list.
Adding Groups to Groups:
You can easily add a sub-group to an existing group.
Drag and Drop Locations into Groups:
Ungrouped locations appear on the right side of the Organization Chart page.
Drag and drop locations into any defined organization groups.
Change and Save the Order of Groups or Locations:
Use drag and drop to move locations and groups within the organization or from one group to another.
Save your changes to ensure the hierarchy is updated.
Remove Locations:
Drag locations back to the Ungrouped locations list to remove them from the hierarchy.
Expand/Collapse the Hierarchy:
Use the buttons at the top of the page to expand or collapse the entire hierarchy.
Expand or collapse any node in the hierarchy using the +/- icon attached to the group.
Next Steps
Once your organization is defined, you can view your Jolt data by these groups. Follow this link to see how to group your data by organization hierarchy in Jolt reporting.
FAQs
Q: How do I activate the Location Grouping feature?
A: Contact your Jolt Account Manager to request activation of this feature.
Q: What is the purpose of the Organization Hierarchy?
A: It allows you to group locations by management structure (e.g., region, district) for easier reporting and accountability.
Q: How do I add a group to my hierarchy?
A: On the Organization Chart page, click Add Group at the top of the page or use the Plus icon on an existing group to add a sub-group.
Q: Can I delete a group once it’s added?
A: Yes, use the Delete icon to remove a group. Locations will be moved back to the Ungrouped Locations list.
Q: How do I move locations into a group?
A: Drag and drop ungrouped locations from the right side of the Organization Chart page into the desired group.
Q: Can I change the order of groups and locations?
A: Yes, use drag and drop to reorder groups and locations within the hierarchy. Save your changes to update the order.
Q: How do I remove a location from the hierarchy?
A: Drag the location back to the Ungrouped locations list.
Q: How can I manage large organizations with many groups?
A: Use the expand/collapse buttons at the top of the page to manage the hierarchy more easily. You can also expand or collapse individual nodes using the +/- icon.
Q: Where can I learn more about grouping data by organization hierarchy in Jolt reporting?
A: Follow this link to see how to group your data by organization hierarchy in Jolt reporting.