PS: Managing Site Lists

The Hook: Use this workflow to organize properties into reporting groups (e.g., by Region, Brand, or Ownership) for consolidated reporting.

Prerequisites:

• Must be logged into the Corporate Level.
• Requires access to Administrative Tools.
• Note:  Site Lists live within Site Groups and they have to be created in each Site Group

The Steps:

1. Navigate to Admin > Site Lists.
2. Click Add (+) to create a new list or click the List icon next to an existing list to edit.
3. Enter a Label (Name) and Sort Order for the list.
4. Select a Fiscal Calendar to ensure reports run correctly for these sites.
5. Click Save.
6. Click the List icon next to the newly created Site List.
7. Check the Show? box next to each property you wish to include in this group.
8. Check the Use Custom Settings? Box next to the one property that you would like to use the property's Custom Name of the Chart of Accounts. All other properties will use the Custom Name of the Accounts for the property that was checked. If no Custom Name is added, the name will be pulled from the Master Chart of Accounts. 
9. (Optional) Enter names in Group 1 or Group 2 columns to create sub-groups (e.g., "East Region") within the list.

1. Click Save.

The Result Validation:

• Success: The new Site List appears in the "Property List" dropdown on Corporate Reports.