Setting up and managing reports and notifications for Enterprise Groups

Enterprise Groups have the following icon next to the Enterprise name:

Commercial accounts have the following icon next to the location name:

Residential accounts have the following icon next to the location name:

If the option to select an Enterprise Group is not appearing, verify your account (i.e. user login) has access to the Enterprise Group

: To edit an existing notification, click the following icon next to the desired notification:

We recommend enabling the notifications listed in the image below to help with potential savings, reducing risks and keeping you informed about your business’ activities. There is no limit to the number of notifications you can set up or the number of recipients for each notification. Enabling or disabling notifications is easy. Just use the toggle on/off button next to each notification

Under , select to get notified about all locations or select specific locations by clicking on

: The ability to include select locations is only available with Business Activity Analytics notifications (i.e. , and ) or with specific reports (i.e. , , , , , , and )

: When you set up notifications for all locations, recipients will get alerts from every location in the group. If a user wants to receive notifications from just one location, you'll need to set up notifications at the single-system level. For more information on how to set up notifications for a single system or location, see

How do I add or remove notification recipients for my group

: If the desired communication channel is not listed (e.g. phone, email or SMS) under the recipient, you can add it to their user profile

: If the desired communication channel (e.g. phone, email, SMS) is not listed under the recipient, you can add it to their user profile. Learn more about

how to set up personalized notifications and alerts

To create a new report, tap the add button:

Select the type of report you want to generate

For the most complete view of your business' issues, trends and peak activity times, we recommend these reports:

To edit an existing report, tap the following icon next to the desired report:

Next, tap this icon:

: To delete an existing report, tap the following icon next to the desired report and then tap :

Under , select to have the report apply to all locations or select for specific locations only

: The ability to include select locations in your report is only available with reports (i.e. , and ) or with specific reports (i.e. , , , , , , and )

: For reports that include all locations, recipients will receive notifications from all locations in the group. If a user only wants notifications from one location in the group, the notification needs to be created at the single-system level. For more information about how to create notifications for a single system or location, see

How do I add or remove notification recipients for my group?

To create a new report, click on the following icon:

Select the type of report you want to generate

To edit an existing report, click the following icon next to the desired report:

: To delete an existing report, click next to the desired report

Under , select to have the report apply to all locations or select for specific locations only

: The ability to include select locations in a report is only available with reports (i.e. , and ) or with specific reports (i.e. , , , , , , and )

: For reports that include all locations, recipients will receive notifications from all locations in your group. If a user only wants notifications from one location in the group, the notification needs to be created at the single-system level. For more information about how to create notifications for a single system or location, see

How do I add or remove notification recipients for my group?