Area reporting allows you to group multiple locations together for consolidated reporting purposes. This feature helps you analyze performance across regions, districts, or any custom groupings you define. You can then run reports at a global level, individual location level, or by reporting area.
⚠️ Important: To follow these steps, you need Administrator permissions in Access Evo Manager.
Enable area reporting
Before you can create reporting areas, you need to enable the area reporting feature in your system parameters:
Log in to Access Evo Manager.
Click the System Maintenance menu and click Parameters.
Navigate to the Report tab.
Click the dropdown menu for Location Tree Sort Order and select By Reporting Area by Description.
Click Save.
🤓 Tip: This setting changes how locations appear in your reports, grouping them by area rather than alphabetically or by code.
Create location reporting areas
After enabling area reporting, you can create the specific areas that will group your locations:
Click the System Maintenance menu.
Click Location Reporting Areas.
Click New.
Enter a description relevant to the area being created (for example: London, North Region, or District 1).
Click Save.
📌 Note: You can create as many reporting areas as needed for your organisation structure.
Allocate locations to reporting areas
Once you have created your reporting areas, you need to assign each location to the appropriate area:
Click System Maintenance.
Click Locations.
Click the grey 3-dot menu to display all locations set up within Access Evo Manager.
Double-click on a location you want to allocate to a reporting area.
Click the dropdown menu next to Reporting Area.
Select the relevant reporting area from the list.
Click Save.
Repeat steps 4-7 for each location you want to assign to a reporting area.
🤓 Tip: You can assign multiple locations to the same reporting area, which is useful for grouping all locations within a city or region.
Using area reporting
After setting up your area reporting structure, you have three levels of reporting available:
Global level - View data across all locations in your organization.
Individual location level - View data for a specific location.
Reporting area level - View consolidated data for all locations within a selected area.
When you run reports within the system, you can now select which level of detail you need, making it easier to analyze performance by region or compare different areas of your business.
📌 Note: Changes to the reporting structure take effect immediately and will be reflected in all future reports.